CFM INDOSUEZ Wealth Management - 2019 annual report

“Our excellence in relationship banking was acknowledged with one of the highest net promoter scores in the industry (client survey, Q4 2019)” 26 CFM Indosuez Wealth Management W E A LT H M A N A G E M E N T Gr égo i re Faure Head of Client Relations After 2018 saw high levels of volatility and negative returns on the financial markets, 2019 was a better year for our wealth management clients, enabling CFM Indosuez Wealth Management to further enhance its expertise. Our discretionary portfolio management mandates and advisory mandates delivered high returns. In line with the Shaping Indosuez 2020 business plan, we improved our understanding of our clients’ expectations with the rollout of CESO questionnaires (Knowledge, Experience, Financial Position and Investment Objectives) in 2019. The Explore and Design advisory agreements were widely promoted among clients wishing to manage their own investments while benefiting from advice from our experts and receiving regular information about the financial markets, including our publications ‘Monthly House View’ and ‘Weekly Investment Ideas’, as well as frequent phone calls and e-mails. The Indosuez Crescendo 2022 business plan produced a pooled network of expertise spanning Indosuez Wealth Management’s offices around the world, allowing us to extend our range of products and services. Our clients’ portfolios are now monitored and analysed by both their personal banker and by an investment adviser from the Investment Solutions team who refers to our experts in Investment Management, Capital Markets, Insurance and Wealth Structuring/Financing. This global approach to our clients’ assets and liabilities fully reflects Indosuez Group’s brand signature – we are Architects of Wealth.