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retail bank· Switzerland

CA Indosuez (Switzerland) SA

CA Indosuez (Switzerland) SA is the Swiss banking entity of Indosuez Wealth Management, part of Crédit Agricole Group, headquartered in Geneva with additional offices in other Swiss cities including Zurich and Lugano. It operates under a Swiss banking license and is supervised by FINMA. The bank focuses on private weal…

Ocena
4.10
0 opinii
SWIFT / BIC
Siedziba
CH

O CA Indosuez (Switzerland) SA

CA Indosuez (Switzerland) SA is the Swiss banking entity of Indosuez Wealth Management, part of Crédit Agricole Group, headquartered in Geneva with additional offices in other Swiss cities including Zurich and Lugano. It operates under a Swiss banking license and is supervised by FINMA. The bank focuses on private wealth management for Swiss and international clients, providing discretionary and advisory portfolio management, execution-only and custody services, access to equities, fixed income, funds and structured products, foreign exchange and precious metals dealing, and financing solutions such as Lombard lending and real estate financing. It coordinates wealth planning, estate and succession considerations, and related tax aspects with internal and external specialists, subject to applicable regulations. Accounts are typically multi-currency and supported by e-banking and periodic reporting. Pricing depends on the chosen service model and negotiated terms, and typically includes management or advisory fees, custody charges, transaction commissions, foreign-exchange margins, and lending rates where applicable. Client onboarding is subject to Swiss know-your-customer and anti-money-laundering requirements and to cross-border constraints; service availability varies by jurisdiction and client profile. Eligible deposits are covered by the Swiss depositor protection scheme (esisuisse) up to CHF 100,000 per client, and custody assets are segregated under Swiss law. CA Indosuez (Switzerland) SA functions as a Swiss booking center within the Indosuez network and uses group research and infrastructure for investment solutions and market access.

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