Our international clientele includes CEOs, senior company managers, individual investors and foundations.

Much like an orchestral conductor for the wide range of skills and expertise within the Crédit Agricole Group, your financial manager is attentive to your input at every stage of managing your fortune:

• During transactions involving company equity, by helping you assess the timing, feasibility and financial, legal and tax consequences of any decision.
• When managing a stock option plan, by guiding you through the strategic choices and your investments.
• When events affect your family or you make an important life decision, for example to move abroad, by proposing a comprehensive approach to organising your fortune in a way that protects your family, your lifestyle and your descendants.
• When planning a foundation, by recommending the best financial and tax practices.

Regardless of what strategies you adopt for your fortune and your personal and professional life, Crédit Agricole Private Banking’s chief vocation is to reconcile them as effectively as possible in relationship of mutual trust and the utmost confidentiality.