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CFM Indosuez Wealth Management — Investor Relations & Filings

Ticker · MLCFM ISIN · MC0010000826 LEI · 5493007USZNUUKBOLU32 Euronext Access Financial and insurance activities
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Filings indexed 8 across all filing types
Latest filing 2026-03-20 Earnings Release
Country MC Monaco
Listing Euronext Access MLCFM

About CFM Indosuez Wealth Management

https://monaco.ca-indosuez.com/

CFM Indosuez Wealth Management is a financial institution specializing in wealth management and private banking. It serves a diverse clientele including private investors, families, entrepreneurs, corporations, and institutional clients. The firm's core mission is to help clients create, grow, protect, and transfer their wealth through customized solutions. Key services encompass wealth structuring, investment management, corporate finance and advisory, and access to private markets. The institution provides a range of investment funds, including those focused on sustainable development. A distinctive feature is its integrated approach, offering entrepreneurs comprehensive solutions that address both their corporate and personal financial needs. It combines deep local expertise with an extensive international network to deliver its services.

Recent filings

Filing Released Lang Actions
CFM INDOSUEZ WEALTH: Communiqué financier Résultats consolidés 2025
Earnings Release Classification · 90% confidence The document is titled 'Communiqué Financier' and presents consolidated financial results for the fiscal year 2025, including detailed financial figures such as net banking income, operating expenses, gross operating income, risk cost, tax, and net result. It also discusses business activity, financial performance, and dividend proposals for the upcoming Annual General Meeting. The document contains substantive financial data and analysis for a full fiscal year, consistent with an Annual Report or Earnings Release. However, the level of detail and the inclusion of full-year consolidated financial results, along with dividend proposals, indicate it is more comprehensive than a brief Earnings Release. The document length is under 5,000 characters, which might suggest a summary, but the content includes detailed financial tables and explanations, which is typical of an Earnings Release rather than a full Annual Report (10-K). There is no indication that this is a report publication announcement or a certification. Therefore, the document is best classified as an Earnings Release (ER).
2026-03-20 French
CFM INDOSUEZ WEALTH : Communiqué financier Résultats consolidés 2024
Earnings Release Classification · 98% confidence The document is titled "Communiqué Financier" and presents "Résultats Consolidés 2024" (Consolidated Results 2024) with key financial metrics (PNB, Charges d'exploitation, Résultat net) comparing 2024 to 2023, prepared according to IFRS. This content strongly indicates a formal announcement of periodic financial performance. Since it provides the key highlights and summary figures immediately, it fits the definition of an Earnings Release (ER). Although it mentions the upcoming AGM and a proposed dividend, the primary focus and structure are on the annual financial results summary. It is not the full 10-K, nor is it just a dividend announcement (DIV) or a general report announcement (RPA). FY 2024
2025-03-26 French
CFM INDOSUEZ WEALTH: Communiqué Financier Résultats consolidés 2023
Annual Report Classification · 95% confidence The document is a financial communiqué presenting consolidated results for the fiscal year 2023, including detailed financial figures such as net banking income, operating expenses, operating profit, risk cost, tax, and net result. It also discusses business activities, financial performance, and dividend proposals for the upcoming shareholders' meeting. The presence of comprehensive financial data and analysis for the full fiscal year indicates this is a full annual financial report. The document length is 4405 characters, which is relatively short but contains substantive financial data, not just an announcement or summary. Therefore, it fits the definition of an Annual Report (10-K) rather than a brief earnings release or announcement. The dividend proposal is part of the annual report context, not a separate dividend notice. Hence, the classification is 10-K with high confidence.
2024-03-25 French
CFM INDOSUEZ WEALTH : Communiqué Financier Résultats consolidés 2022
Annual Report Classification · 95% confidence The document is a financial communiqué presenting consolidated financial results for the year 2022 of CFM Indosuez Wealth Management. It includes detailed financial figures such as net banking income, operating expenses, operating profit, risk cost, tax, and net result, comparing 2022 to 2021. It also discusses business activity, financial performance, and dividend proposals for the upcoming shareholders' meeting. The document is about annual consolidated financial results and includes substantive financial data and analysis for a full fiscal year. It is not merely an announcement or a brief summary but contains detailed financial results. Therefore, it fits the definition of an Annual Report (10-K). The document length is under 5,000 characters but contains detailed financial data, so it is not a report publication announcement or a regulatory filing. Hence, the classification is 10-K with high confidence.
2023-03-30 French
CFM Indosuez Wealth
Regulatory Filings Classification · 95% confidence The document is a press release dated November 17, 2017, announcing an internal organizational restructuring of CFM Indosuez Wealth to centralize certain management activities within a single legal entity. It mentions the approval by the Board of Directors and pending regulatory approval for the extension of licenses. The document is short (1441 characters) and does not contain any financial statements, detailed financial data, or comprehensive report content. It is an announcement about a corporate structural change rather than a full report or detailed filing. It does not fit into categories like Annual Report, Interim Report, or Earnings Release. It is not a regulatory certification or officer attestation. It is not a voting result or dividend notice. The best fit is Regulatory Filings (RNS), which is the fallback category for miscellaneous regulatory announcements and compliance-related communications that do not fit other specific categories.
2017-11-17 French
CFM Indosuez signe un accord de référencement
Regulatory Filings Classification · 95% confidence The document is a press release dated October 19, 2016, announcing a partnership agreement between CFM Indosuez Wealth Management and HSBC Private Bank to welcome HSBC clients in Monaco. It is a brief announcement about a business agreement and does not contain financial statements, regulatory filings, or detailed financial data. It does not fit into categories like Annual Report, Earnings Release, or Regulatory Filings. It is a general corporate announcement about a strategic partnership, which is best classified as a Regulatory Filing (RNS) since it does not fit any other specific category.
2016-10-19 French

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