Our core business
In Switzerland, as in the rest of the world, Wealth Management is the core business of Indosuez group’s team of experts. Our Group’s brand strapline – Architects of Wealth – reflects our long term commitment to serving families, ultra-high net worth individuals and entrepreneurs, helping them manage, protect and pass on their wealth.
We also provide banking, financing and investment services to Corporate Clients – be they entrepreneurs or company executives – when they come to us for advice or financing requirements for their business.
Our unique approach
Our teams have strong convictions and firmly believe that prudence contributes to performance. On request, a dedicated team will offer our clients creative solutions and personalised advice on their investment choices.
Our expert resources
Our clients can access the full range of expertise available from the Indosuez group.
As such, they can benefit from our wide range of products and services, including: Investment Advisory, Discretionary Portfolio Management, Structured Products, Investment Funds, Private Equity, Real Estate, Life Insurance brokerage, Currency Markets, Precious Metals and Credit as well as our expertise in Philanthropy.
Our dedicated team provides specific services to external managers and financial intermediaries to help them cater to their clients’ needs.