CFM Indosuez Wealth Management is one of Monaco's leading wealth management companies. Its activity is organized around 3 areas:
- wealth management: discretionary and under-mandate management, advised management (advisory on investment vehicles (stocks, bonds, foreign exchange products, investment funds, guaranteed or protected capital products, derivatives), etc.;
- commercial banking;
- investment banking.
At the end of 2022, CFM Indosuez Wealth managed EUR 6.2 billion in current deposits and EUR 3.8 billion euros in current loans.
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