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Indosuez Wealth Management
Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole Group, the world’s 9th largest bank by balance sheet (The Banker 2024), 1st Retail Bank in the European Union (based on number of customers), 1st Asset Manager in Europe and with a solid A+ S&P and Fitch rating.
Recently Indosuez Wealth Management became the majority shareholder of the Belgian Bank Degroof Petercam. At the core, both banks share a common ethos, to serve their clients and to develop their respective territories.
The merger between Indosuez Wealth Management and Degroof Petercam creates a European leader in wealth management, offering a continuum of services to meet the needs of large private clients, families, entrepreneurs and professional investors. Indosuez is thus changing dimension and becoming a key player in the European wealth management sector.
For more than 150 years, Indosuez Wealth Management has supported prominent private clients, families, entrepreneurs and professional investors in managing their private and professional assets.
The bank offers a tailormade approach that enables each of its clients to preserve and develop their wealth in line with their aspirations. Its teams offer a continuum of services and offerings including Advisory, Financing, Investment Solutions, Fund servicing, Technology and Banking Solutions.
Indosuez Wealth Management has nearly 4,500 employees in 16 locations around the world. With approximately €200 billion in client assets, the Indosuez Group is one of the European leaders in wealth management.
“For more than 150 years, Indosuez Wealth Management has supported prominent private clients, families, entrepreneurs and professional investors in managing their private and professional assets.”
Indosuez Wealth Management in Luxembourg
Indosuez Wealth Management in Luxembourg is a wholly-owned subsidiary of CA Indosuez, responsible for the development of clients in Europe (excluding France).
From its headquarters office in Luxembourg, it supports its European customers according to a complementary approach between a head office based in the Grand Duchy, an international and recognised centre for wealth management, and branches based in Belgium, Spain, Italy and Portugal.
International by nature, our Bank is firmly rooted in Luxembourg for more than a century, the leading wealth management centre in the euro zone and a premier platform for investments.
It is one of the top private banks in the financial market, ranking 9th bank in 2023 by a study by KPMG, based on total asset. In addition, our teams are made up of over 400 employees, representing 15 nationalities.
Since 1920, the history of Indosuez Wealth Management in Luxembourg and Europe has been built in resonance with that of the entrepreneurs and families we support, helping them build, manage, preserve and pass on their wealth.
The Spanish Desk Team in in Luxembourg
Our wealth management team in Luxembourg is uniquely equipped to serve Spanish clients (or Spanish speaking clients) who have chosen to manage their financial wealth internationally. This team combines expertise in cross-border financial services with a deep understanding of the specific needs and preferences of Spanish clients supported by specialists in Wealth Planning, Discretionary Management, Advisory Management, Private Equity, Structured Products and Real Estate.
Above, from left to right: Jose María Yoldi (Senior CSO), Borja Morillo (Senior Wealth Manager), Carlos Tejerizo (Head Wealth Management Spain), Gonzalo Fernandez (Senior Wealth Manager). Below, from left to right: Sonia Morales (Senior CSO), Patricia Merino (Junior Wealth Manager), Celine Gonçalves (Senior CSO).
Luis Ojeda (Junior Wealth Manager)
The team nowadays is composed of 8 people around 2 key roles:
- Wealth Managers specialized in the Spanish Market. Our relationship managers are all Spanish and well-versed in the financial culture and preferences of Spanish clients. They work closely with clients to understand their financial goals, risk profiles, and personal circumstances providing them with bespoke solutions tailored to their unique needs.
In our team this role is held by: Patricia Merino (Junior Wealth Manager), Luis Ojeda (Junior Wealth Manager), Gonzalo Fernández (Senior Wealth Manager), Borja Morillo (Senior Wealth Manager) and Carlos Tejerizo (Head of the Spanish Desk).
- Service Officers with Multilingual Capabilities. Our support team, fluent in Spanish, provides day to day assistance for client transactions, documentation, and reporting needs. They ensure that all administrative tasks are handled efficiently, helping clients navigate the operational aspects of managing wealth in Luxembourg.
The people participating in these tasks are Celine Gonsalves (Senior CSO), Sonia Morales (Senior CSO) and Jose María Yoldi (Senior CSO)
By combining local Luxembourg expertise with insights into the Spanish market, our private banking team offers a seamless, personalized experience for Spanish clients (or Spanish speaking clients) looking to grow and preserve their wealth internationally.
The Spanish Desk also works very closely with the branch Indosuez has in Spain, led by CEO Antonio Losada, Antonio Losada, who also oversees all Spanish business for the group. In Luxembourg, the team reports directly to Deputy CEO Vincent Manuel and CEO Olivier Carcy.