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Indosuez in Brazil
Our wealth management teams have been operating in Brazil since the middle of the 20th century and serve a wide range of clients. Highly qualified, with multidisciplinary skills, they serve families and entrepreneurs and propose tailored solutions for associations, foundations and financial intermediaries (such as external wealth managers and family offices).
They are bolstered by the extensive expertise of Indosuez, the synergies harnessed with the Crédit Agricole group, and their local know-how.
“Architects of Wealth”
We provide our clients with expert advice and premium services to create appropriate wealth structures and investment solutions.
Manage your assets with expertise and conviction
Our specialised services and innovative offers for diversifying your wealth.
A partner with multiple expertises
We serve a diverse client base. Each of our clients has unique expectations that require customised solutions.
Families and Entrepreneurs
Our experts support private clients, families and entrepreneurs. We help them to create, manage, protect and pass on their wealth using a comprehensive customised and international approach.
Family holdings
Ultra-high net worth individuals and family holdings have increasingly sophisticated needs which are constantly evolving. Indosuez group and CACIB entities have the expertise required to support them.
Institutionals and Corporates
In addition to Wealth Management, our teams offer high-added-value solutions to a clientele of large corporations, financial institutions, corporate foundations and associations.
External Wealth Managers
As a natural partner of those who meet the most sophisticated needs of their own private clients, we work with a number of Family Offices and independent investment management companies.
Banking Technology
Azqore, a subsidiary of CA Indosuez specialising in banking outsourcing, is a key player in supplying back office services and information technology for Private Banks.
About us
A local presence for Indosuez group
A subsidiary of CA Indosuez Wealth (Group), CA Indosuez Wealth (Brazil) S.A. DTVM benefits from a solid shareholder base and a reasonably sized local structure.
Our experience, expertise and solidity, as well as our responsibility and prudence, underpin our reputation, inspire confidence and have made Indosuez in Brazil a preferred partner of our clients.
Combining international heritage and expertise
For over 145 years, our Bank has grown alongside the entrepreneurs and families we advise around the world. Our history combines with our expertise to give us our distinctive positioning.
Cultivating our clients’ trust over time
Our raison d’être, “Working every day in the interest of our customers and society”, guides our actions and gives meaning to our strategy, allowing us to earn and retain our clients’ trust over time.
Placing responsibility at the heart of our business model
Our commitment to CSR, philanthropy and compliance are drivers of continued progress, adding to our singular positioning and our excellence in relationship banking.
Indosuez Wealth Management group
at 31/12/2022Our international network
You can access the full breadth of our expertise from the main financial centres around the world.
Av. Rio Branco, 1 - Sl 1711 - 17º andar Centro - Rio de Janeiro - RJ - CEP 20090-003
Av. Brigadeiro Faria Lima, 4.440, 3º andar Itaim Bibi, São Paulo, SP - 04538-132
Our international network
You can access the full breadth of our expertise from the main financial centres around the world.
