CA Indosuez Wealth (Europe), Sucursal en España

CA Indosuez Wealth (Europe), Sucursal en España is the Spanish branch of CA Indosuez Wealth (Europe) S.A., the wealth management bank of the Crédit Agricole group, focused on serving high and ultra-high net worth individuals, families, and entrepreneurs with cross-border needs. The branch provides investment services under MiFID II, including discretionary portfolio management, investment advisory, execution and custody across asset classes (equities, fixed income, funds, alternatives, structured products, and foreign exchange), and offers financing solutions such as Lombard lending secured by financial assets and real estate-related credit subject to eligibility and collateral requirements. Clients can access portfolio reporting and digital channels alongside relationship management in Spain, with support from the group’s international desks and product specialists; wealth structuring, estate planning, and tax considerations are typically handled in coordination with qualified external advisors. As an EU branch, it operates under the freedom to provide services regime with the Commission de Surveillance du Secteur Financier (Luxembourg) as home supervisor, and is subject to host-country conduct oversight in Spain (Banco de España/CNMV) for banking and investment services. Eligible deposits are protected by Luxembourg’s deposit guarantee scheme (FGDL) up to EUR 100,000 per depositor, and covered investment business may fall under the Luxembourg investor compensation scheme up to EUR 20,000, subject to legal limits and exclusions; financial instruments held in custody are generally kept in segregated accounts per applicable law. Pricing typically includes management and advisory fees, custody and transaction charges, foreign exchange costs, and, where applicable, performance fees; minimum asset levels may apply and fee schedules are available upon request. The institution incorporates regulatory requirements on suitability, appropriateness, cost disclosure, and product governance, and can reflect client sustainability preferences in line with SFDR/MiFID frameworks, while noting that investing involves market, credit, liquidity, currency, and counterparty risks; leverage and complex or structured products increase risk and are not suitable for all investors.