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CFM Indosuez Wealth

CFM Indosuez Wealth
Leadership team

Mr. Mathieu Ferragut (CEO & MD)

Mr. Vincent Thomas (Deputy CEO, Deputy MD and Head of Fin., IT, Operations & Organization Department)

Mr. Michael Van Ommeren (Chief Operating Officer)

Products/ Services
Financial Services, Wealth Management
Number of Employees
100 - 500
Headquarters
Monaco, Bayern, Germany
Established
1922
Net Income
20M - 100M
Revenue
100M - 500M
Traded as
EPA:MLCFM
Social Media
Overview
Location
Summary
CFM Indosuez Wealth Management SA provides banking and financial solutions services to private investors, businesses, institutions, and professionals in Monaco. It offers savings products, loans, insurance, lines of credit, and investment financing. and commercial and corporate banking services, as well as real-time trading services. The company was founded in 1922 and is based in Monaco. CFM Indosuez Wealth Management SA operates as a subsidiary of Fininvest S A.
History

Since its creation in 1818, Indosuez Wealth Management has been building a unique, consistent and comprehensive model of a universal bank, dedicated to private and commercial banking, asset and wealth management as well as global markets and securities services.

Mission
We focus on understanding our clients, anticipating their needs, acting with a sense of responsibility and delivering results.
Vision
Indosuez Wealth Management is our clients’ personal bank, dedicated to the preservation, the development and multiple uses of their wealth, both of today and tomorrow.
Key Team

Mr. Yves Braccalenti (Head of Client Relations)

Mr. Grégoire Faure (Deputy Managing Director)

Mr. Stéphane Herpe (Head of Markets, Marketing & Devel. Department)

Mr. Olivier Livenais (Chief Exec. of Indosuez's Hong Kong Branch)

Ariel Barugel (Head of HR & Director of HR)

Mr. Pierre Masclet (Deputy CEO & Director)

Mr. Omar Shokur (CEO of Asia & Branch Mang. for Singapore)

Recognition and Awards
Listed in the “50 Best Workplaces in Europe 2020” by Great Place to Work®; Winner of the Euromoney Private Banking and Wealth Management Survey 2019 in four categories ; Top 10 in Global Custodian's 2019 Agents & Investors Survey; Winner of the 2019 Global Banking & Finance Awards for Best Investment & Wealth Management Company - Europe
References

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CFM Indosuez Wealth
Leadership team

Mr. Mathieu Ferragut (CEO & MD)

Mr. Vincent Thomas (Deputy CEO, Deputy MD and Head of Fin., IT, Operations & Organization Department)

Mr. Michael Van Ommeren (Chief Operating Officer)

Products/ Services
Financial Services, Wealth Management
Number of Employees
100 - 500
Headquarters
Monaco, Bayern, Germany
Established
1922
Net Income
20M - 100M
Revenue
100M - 500M
Traded as
EPA:MLCFM
Social Media