CFM Indosuez Wealth Management
A financial institution specializing in wealth management and private banking.
MLCFM | Euronext Access
Overview
Corporate Details
- ISIN(s):
- MC0010000826
- LEI:
- 5493007USZNUUKBOLU32
- Country:
- Monaco
- Address:
- 11, BD ALBERT 1ER, 98000 MONACO
- Website:
- https://monaco.ca-indosuez.com/
- Industry:
- Monetary intermediation
Description
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.
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Filings
| Date | Filing | Language | Type / Size | Actions | |
|---|---|---|---|---|---|
| 2025-03-26 17:35 |
CFM INDOSUEZ WEALTH : Communiqué financier Résultats consolidés 2024
|
French | PDF • 524.1 KB | ||
| 2024-03-25 17:35 |
CFM INDOSUEZ WEALTH: Communiqué Financier Résultats consolidés 2023
|
French | PDF • 538.5 KB | ||
| 2023-03-30 17:35 |
CFM INDOSUEZ WEALTH : Communiqué Financier Résultats consolidés 2022
|
French | PDF • 537.7 KB | ||
| 2017-11-17 15:00 |
CFM Indosuez Wealth
|
French | PDF • 203.0 KB | ||
| 2016-10-19 12:31 |
CFM Indosuez signe un accord de référencement
|
French | PDF • 12.6 KB | ||
| 2016-10-19 12:31 |
CFM Indosuez signs referral agreement
|
French | PDF • 12.4 KB | ||
| 2016-04-05 10:00 |
CFM INDOSUEZ WEALTH
|
French | PDF • 50.8 KB |
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Market Data
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Financials & KPIs
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Insider Transactions
| Date | Insider Name | Position | Type | Shares | Value |
|---|---|---|---|---|---|
| No insider transactions recorded for this company. | |||||
Peer Companies
