Headlines

Introducing XiNomics

Last week, China unveiled its most substantial stimulus measures since 2015. The triptych package, aimed at reviving growth, is essentially a domestic-oriented stimulus that could bring some “light at the end of the tunnel” for China equity investors...

A new era of easing has begun

Time to build all-weather portfolios

Sit back and relax

Indosuez Wealth Management launches the 'StartUp Connections' in 4 countries

Time to vote

Official inauguration of our branch in Portugal

Indosuez supports the Brain Institute and its NeurAL program

New episode of Banking Insider, the Indosuez podcast

Here
for you

A Bank of character and tradition

In Portugal, families and entrepreneurs entrust us to manage, protect and transmit their wealth.

We provide them with durable solutions suited to their situation, and a subtle combination of excellence, experience and expertise.

“Architects of Wealth”

We provide our clients with expert advice and premium services to create appropriate wealth structures and investment solutions.

Think about today, prepare for tomorrow

Organise and structure your wealth.

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Manage your assets with expertise and conviction

Our specialised services and innovative offers for diversifying your wealth.

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Create meaning

Creating the world of tomorrow, merging public and personal interest.

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An exceptional experience

Build a close and trusting relationship.

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A partner with multiple expertises

We serve a diverse client base. Each of our clients has unique expectations that require customised solutions.

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Families and Entrepreneurs

Our experts support private clients, families and entrepreneurs. We help them to create, manage, protect and pass on their wealth using a comprehensive customised and international approach.

Family holdings

Ultra-high net worth individuals and family holdings have increasingly sophisticated needs which are constantly evolving. Indosuez group and CACIB entities have the expertise required to support them.

Institutionals and Corporates

In addition to Wealth Management, our teams offer high-added-value solutions to a clientele of large corporations, financial institutions, corporate foundations and associations.

External Wealth Managers

As a natural partner of those who meet the most sophisticated needs of their own private clients, we work with a number of Family Offices and independent investment management companies.

Banking Technology

Azqore, a subsidiary of CA Indosuez specialising in banking outsourcing, is a key player in supplying back office services and information technology for Private Banks.

About us

Indosuez in Portugal

Active with Portuguese clients since 2010, our company has been present in Portugal since 2024, in Lisbon.

The expertise and experience of bankers based in the country, who bring their perfect knowledge of the local environment, is enriched by those of our various experts on an international scale. The depth of this expertise and the privileged access to the skills of the business lines of our Group, Crédit Agricole, are the distinctive assets of our presence in the country.

Our Portuguese office is a branch of CA Indosuez Wealth (Europe), the European hub (outside France) for the Group's wealth management activities based in Luxembourg.


Combining international heritage and expertise

For over 145 years, our Bank has grown alongside the entrepreneurs and families we advise around the world. Our history combines with our expertise to give us our distinctive positioning.

Our history

Cultivating our clients’ trust over time

Our raison d’être, “Working every day in the interest of our customers and society”, guides our actions and gives meaning to our strategy, allowing us to earn and retain our clients’ trust over time.

Our raison d’être

Placing responsibility at the heart of our business model

Our commitment to CSR, philanthropy and compliance are drivers of continued progress, adding to our singular positioning and our excellence in relationship banking.

Our CSR commitment

Indosuez Wealth Management group

at 31/12/2022
3,000
employees
10
locations
€130 bn
assets under management

Our international network

You can access the full breadth of our expertise from the main financial centres around the world.

Lisbon
-

CA Indosuez Wealth (Europe), Sucursal em Portugal, Avenida da Liberdade,190, 2.° B - 1250-147 Lisboa, Portugal

Our international network

You can access the full breadth of our expertise from the main financial centres around the world.