CFM Indosuez Wealth Management ANNUAL REPORT 2022

31 / Wealth management / Stéphane Herpe Head of Markets, Marketing and Development Yves Braccalenti, Head of Customer Relations In 2022, the watchwords for our customer support were closeness to the customer and responsiveness. This closeness was essential against the backdrop of an 'annus horribilis' on the financial markets, which were impacted by the war in Ukraine, the energy crisis and inflation, leading to a sudden return to rising interest rates and triggering a bond crash. Against this backdrop, volatility was managed with great responsiveness by CFM Indosuez's experts, who, together with the use of hedges and structured products, ensured that the overall performance of the portfolios remained resilient. We have also stepped up our advisory activities for our customers, to support them in their investment choices and facilitate their decision-making. 2022 will also have been a year of accelerated growth in the number of new relationships with very wealthy clients, with whom the bank has completed some excellent transactions thanks to the collaborative work of all the teams in Monaco and synergies with the Crédit Agricole Group, in line with our Client Project. These UHNWI clients find that CFM Indosuez offers them the depth of products and services they need to protect, structure and develop their wealth. One of the distinguishing features of our Bank is our responsible investment and financing offering: we have set up the first green financing in the Principality of Monaco for a building that has itself been designed in a responsible manner. Innovation for our customers is reflected in both our products and services, whether they involve the automation of processes or the creation of a technological platform that will give them access to all our research and the customisation of their investment portfolios. In 2023, the CFM Indosuez teams will continue to provide excellent support to our customers, maintaining the closeness and responsiveness that will probably remain essential in a world that will continue to be unclear, but where our teams and customers will continue to benefit from the soundness and stability of our Group.

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