Key figures

As part of a major listed group, Indosuez Wealth Management measures its performance at two levels:
as a group of companies with a common consolidation scope, but also as a global Wealth Management Business Division for our shareholder, Crédit Agricole S.A. group

The results speak for themselves in both cases

As a Group, Indosuez Wealth has an equity base that exceeds prudential requirements and a profitable balance sheet, affording it a healthy financial profile coupled with the strong backing of an internationally-renowned stakeholder. 

As a "Business", it has achieved a satisfactory dynamic in terms of assets under management.


Financial statements

CA Indosuez Wealth (Group), had more than a 50% interest in 15 subsidiaries, all of which were fully consolidated at that time.

The 2018 financial statements of CA Indosuez Wealth (Group) cover one calendar year.

Pursuant to Regulation (EC) No. 1606/2002, they have been prepared in accordance with the IAS/IFRS standards and IFRIC interpretations in force on 31 December 2016, as adopted by the European Union (the "carve-out" version), and take advantage of certain exemptions regarding the application of IAS 39 on macro-hedging.
CA Indosuez Wealth (Group) does not publish an annual report. However, its main subsidiaries provide detailed financial statements.



Aside from being a Group in the legal and financial sense, Indosuez Wealth Management is above all responsible for coordinating all of Crédit Agricole S.A. group's Wealth Management activities around the world, as well as for the activity’s reporting used to measure its performance.



Wealth Management figures in Crédit Agricole S.A.'s reports to its shareholders comprise all of these activities and include:

  • the consolidated data for the Wealth Management activity of CA Indosuez Wealth (Group) alone;
  • the Wealth Management activities that we coordinate but that do not fall within our accounting consolidation scope, namely:
    • the activities of CA Indosuez Wealth (Miami) (a wholly-owned branch of Crédit Agricole CIB) 
    • the Wealth Management activities of Banco CA Brasil S.A. (a subsidiary of Crédit Agricole CIB).
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