CFM Indosuez Wealth Management Annual Report 2022 18 2022 highlights / Continuation and progress / ATTRACTIVENESS COMMITMENTS • Launch of an innovative investment solution with a solidarity component jointly built with Crédit Agricole CIB, Indosuez Blue Cycle, (€430,000 in donations to Plastic Odyssey, L'Institut Océanographique de Monaco and La Fondation de la Mer). • Launch of the 1st investment fund specialising in reforestation in Spain. • Renewal of the partnership between CFM Indosuez and L'Institut Océanographique de Monaco for 3 years. • Signing of 4 new partnerships by the Indosuez Foundation in Switzerland in support of environmental projects with a social and economic impact. • Support for the Fondation Hëllef fir d'Natur in Luxembourg to support the protection of living cultural heritage. • Partnership with the WILLA incubator to support its 100% digital JUMP acceleration programme aimed at supporting French-speaking entrepreneurs through an educational program. • Highest level of inflows in 10 years at €4.1 billion. • Launch of Buy & Hold bond funds. • 24 new UHNWI clients (Assets under management of over€100 million). • Creation of a real estate business line. • Acquisition with LCL and CA Immobilier de Brilhac, a company specialising in commercial real estate. • Wealth Management: 23,000 new mandates, i.e., nearly 200,000 in total. • Several awards received, including "Best Bank" in Monaco for the 6th year in a row and in Luxembourg for the 2nd year in a row. • Mobilisation of the teams for Indosuez's acquisition of a majority stake in Wealth Dynamix in 2023, a fintech that provides life-cycle management solutions for wealth management and asset management players worldwide.
RkJQdWJsaXNoZXIy NzMxNTcx