Our philosophy


“Back to common sense”

At a time when the financial world has been shaken and economic and stock market indicators are hard to read, investors are feeling dazed by the multitude of banking products and services that do not always fit their needs. In contrast, for its clients, Crédit Agricole Private Banking embodies the fundamentals needed to form a strong relationship and manage their wealth over the long term.

Every client is unique. As is every client’s success story, reflecting years of work, rewards for risks taken, a hunger for innovation, and the dedication of the client and his or her family. At Crédit Agricole Private Banking we put an emphasis on listening to our clients, which is the key to jointly deciding a bespoke wealth management strategy that respects their goals and personal constraints. This is how we form a real partnership, guaranteeing management services and advice suited to the client’s situation.

  • Our values naturally lead us to favour a human scale in our approach. Through regular interaction, our managers develop a personal relationship with their clients. Crédit Agricole Private Banking’s global presence, through its network of entities, also ensures that we share a strong cultural affinity with our clients.

    Extensive and recognised know-how in wealth engineering and asset management developed in global financial markets, combined with the expertise of the Crédit Agricole Group’s specialised subsidiaries, allows us to offer our clients simple yet effective responses to all of their needs. Crédit Agricole Private Banking's clients around the world benefit from more than a century of experience inherited from Banque Indosuez, Crédit Lyonnais and Crédit Agricole.

    Crédit Agricole Private Banking maintains a relationship of trust with its clients through its pledge of attentiveness, common sense, availability and transparency.
A tailor-made offer
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    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.
     
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    Faithful to its tradition of attentiveness and availability, a team of professionals dedicated to the independent wealth managers division supplies services calibrated to meet the needs of our partners.
     
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    Crédit Agricole Suisse is the best partner for Family Offices offering a wide range of services from the asset management to the tax and estate planning.