CA Indosuez Finanziaria

Activities

CA Indosuez Finanziaria SA provides wealth management services including discretionary portfolio management, investment advisory and order transmission.

Corporate structure

CA Indosuez Finanziaria SA is a company incorporated under Swiss law. Its registered office is located in Lugano and it has a branch in Geneva.

CA Indosuez Finanziaria SA and the Group

CA Indosuez Finanziaria SA is a subsidiary of CA Indosuez (Switzerland) SA, which in turn is a subsidiary of CA Indosuez Wealth (Group). CA Indosuez Wealth (Group) includes all Crédit Agricole group’s Wealth Management entities and is itself a subsidiary of Crédit Agricole Corporate and Investment Bank (CACIB).

In performing their business – Wealth Management – CA Indosuez Finanziaria SA’s teams establish synergies with their colleagues in Crédit Agricole group’s global network and business lines.

For our private and institutional clients and for our teams, this interaction is synonymous with strength, openness, synergies and access to a vast array of resources and expertise.

Local governance

CA Indosuez Finanziaria SA has a local governance structure vested with decision-making authority that implements the strategy, policies, decisions, general authorisations, operating rules and best practice set by the Group.

Its local governance comprises a Board of Directors chaired by Marco Migliore and a Senior Management team headed by Gianluca Pozzi. 

Additional information

Company name: CA Indosuez Finanziaria SA
Legal form: limited-liability company (société anonyme) under Swiss law
Registered office: Via Ferruccio Pelli 3, 6900 Lugano, Switzerland
Telephone: + 41 919107970
Fax: + 41 919107980

CA Indosuez Finanziaria SA is authorised as a collective investment management firm by the Swiss financial markets authority (FINMA), which also supervises its activities.