Introduction

Crédit Agricole Private Banking’s assets under management, and its many locations positioned in close proximity to clients around the globe, make it one of the acknowledged global leaders in wealth management.

Our entities – Crédit Agricole Suisse, Crédit Agricole Luxembourg, CFM Monaco, Crédit Agricole Brasil DTVM, Crédit Agricole Miami and Crédit Agricole Espagne – offer clients the kind of global approach to wealth management that you have come to expect, based on:

  • an exclusive relationship with a private adviser
  • an international organisation spread out over 20 countries
  • a wide range of tailored products and services
  • powerful eBanking solutions.
A tailor-made offer
  • Private Clients
     
    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.
     
  • Independent Asset Managers
     
    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.
     
  • Family Offices
     
    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.