Private Investment Banking

Crédit Agricole CIB and Indosuez Wealth Management combined their expertise to create Private Investment Banking, a new division dedicated to supporting ultra-high net worth individuals and family holdings worldwide.

Combining the global expertise of senior investment bankers and private bankers, Private Investment Banking leverages Crédit Agricole CIB and Indosuez Wealth Management’s service offerings, as well as the capabilities of the whole Crédit Agricole group. The division operates globally, with the support of Crédit Agricole group’s international ecosystem, active in more than 45 countries.

The Private Investment Banking unit benefits from Crédit Agricole Group’s differentiating strengths:

  • Long term strategy with stable and steady governance
  • Large and strong balance sheet
  • Above average rating
  • Large financing capacities
     

A common approach positioning the Group as a global partner bank

With a combined expertise, Crédit Agricole CIB and Indosuez Wealth Management have developed a comprehensive service through a dedicated team devoted to families in order to build long lasting partnerships and bring solutions that target their specific needs.

Our strategy to be rolled-out on Family businesses & Individuals:

  • Increase knowledge of decision-makers and family members’ needs through a joint commercial approach Crédit Agricole CIB & Indosuez Wealth Management.
  • Deliver a comprehensive offer leveraging Crédit Agricole CIB, Indosuez Wealth Management and other Crédit Agricole Group entities.
     

A dedicated team of Private Investment Bankers...

  • A single entry point dedicated to family businesses in the various entities of the group,
  • A team of specialists of all family businesses’ needs from individual shareholders to family holdings,
  • A global approach relying on local bankers from Crédit Agricole CIB and Indosuez Wealth Management providing our clients with a dedicated point of contact anywhere in the world.
     

... covering the whole range of Family Holdings specific needs

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Our client organisation and structure

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The Private Investment Banking unit targets family businesses, including Family Offices and Family Holdings:
 
Family Holding means a company

  • held by a wealthy individual or a group of family members
  • with a main historical corporate - often still totally or partially owned or sold over time
  • owning a diversified portfolio of investments
     

A Family Office

  • is an organisational structure that manages the financial and personal needs of a wealthy family
  • provides investment advice to family members in areas such as investments, budgets, insurance, taxation, property, trusts, accounting, legal matters, risk management, etc.
  • is commonly wholly owned and controlled by family members

 
Family Offices refer to individual issues, thus mostly private-banking coverage.
A Single Family Office (SFO) serves a single family whereas a Multi-Family Office (MFO) serves more than one family.
 

Our global & historical footprint

Our global approach relying on local bankers from Crédit Agricole CIB and Indosuez Wealth Management providing you with a dedicated point of contact anywhere in the world.
 

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Our global and historical footprint enables us to support our clients and the Group in their cross-border needs.

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Our key partners

Contact

Click here to contact the Private Investment Banking team