CFM Indosuez Wealth Management // Annual Report 2023

Commitments Continuation and progress 2023 HIGHLIGHTS • Extension to the entire Indosuez Group of the activities of the two Foundations (Europe and Switzerland) working to promote social inclusion, education for vulnerable people, environmental protection and the economic and social development of communities around the world. Employees from Belgium, Luxembourg, Spain, Italy, Hong-Kong RAS and Singapore are now stakeholders in the Foundations and can participate in the review of the applications selected alongside those from France and Switzerland: 11 projects were financed by the European Foundation (for a total amount of €350,000) and six projects were supported in Asia by the Foundation in Switzerland (CHF 205,000) covering all themes. • Continuation of solidarity initiatives in our various entities: Skills sponsorship, Citizen Days, support for local associations and “arrondis solidaires” (mini charity donations) set up in two new entities, in France and Switzerland. Nearly 80% of Indosuez employees worldwide can now make solidarity donations. Attractiveness • Planned acquisition of Belgian private bank Degroof Petercam (closing scheduled for 2024), which will enable Indosuez to become a pan-European leader in Wealth Management. • Strengthening of the offering for family offices, third-party asset managers, NextGen and high net worth clients (UHNWI). • In a context of higher interest rates, success of the structured products and bond solutions, in particular the launch of a fixed-maturity bond fund. • Development of the real estate business line created in 2022. • Licence obtained from the Dubai International Financial Center DIFC. • The results of the client Net Promoter Score (NPS) show a significantly higher level of satisfaction compared with 2021 (+22 points to +55%). • Indosuez was voted Best Private Bank in France and in the UHNWI segment in Europe (PWM/The Banker - Financial Times group), Best Private Bank in Switzerland for the ethical and sustainable investment offer (Private Banker International), Best Bank in Monaco for the seventh consecutive year and Best Private Bank in Luxembourg for the third consecutive year (Global Finance). • Indosuez recognised for its diversity and inclusion policy. • In Monaco, success of CFM Indosuez’s advertising campaign “Work creates Wealth”. CFM Indosuez Wealth Management 18

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