Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

HSBC PB signs client referral deal with Indosuez WM

HSBC PB signs client referral deal with Indosuez WM

HSBC Private Bank has signed an agreement with Monaco-based wealth manager for client referrals. 

CFM Indosuez Wealth Management, which is a part of Credit Agricole group, will be accepting clients introduced to it from HSBC's client base in Monaco as part of the referral agreement.

The process will begin immediately. 

The company said: 'This agreement is in line with Indosuez Wealth Management Group’s strategy to strengthen its positions with UHNWI clients in its key markets; it also reinforces CFM Indosuez Wealth Management’s leadership as the largest bank in the Principality of Monaco.'

Indosuez Wealth Management has €110 billion in assets under management with 2700 employees across 14 locations around the world. 

The wealth management arm of Credite Agricole, established its Monaco base in 1922 under the CFM Indosuez Wealth brand. 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Wealth Manager Retreat 2017: size isn't everything

Wealth Manager Retreat 2017: size isn't everything

We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

CIO Tapes - part 3: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

Play CIO Tapes: do investors have it as good as it gets?

CIO Tapes: do investors have it as good as it gets?

Citywire gathered three of the UK's leading fund investment heads to discuss what they fear and what makes them cheer about the year ahead

Read More
Your Business: Cover Star Club

Profile: from managing Brunei’s billions to Dorking’s pension pots

Profile: from managing Brunei’s billions to Dorking’s pension pots

Mole Valley Asset Management's boss on why he chucked in multi-billion mandates for Surrey wealth management

Wealth Manager on Twitter