In line with Ambitions 2025, our medium-term plan (MTP) Launched in 2022, Indosuez’s medium-term plan (MTP), called Ambitions 2025, covers the group’s objectives over a period of three years. It was designed to enable us to respond to underlying market trends and changes in the needs of our clients. The aim is to continue and progress in priority areas: the client project, the societal project, the human project and the digital transformation. CLIENT PROJECT Diversify the product range: Private Equity, Real Estate, Structured Products €750m in issues... Meet all of our clients’ needs in real estate: acceleration of the activity with several +€20m deals. Continue our investments in Private Markets: €7.5bn at end2023, 75% of which remain in Private Equity to maintain our leadership in this segment. Increase the acquisition of “NextGen” clients and the offer for UHNW clients (establishment of a dedicated team via a direct acquisition channel and active participation in Vivatech). Increase client satisfaction: the net promoter score (NPS) recorded a strong increase (55% in 2023, 63% for the UHNWI segment). SOCIETAL PROJECT Develop sustainable finance offers to meet clients’ expectations and finance the transitions. Reduce our carbon footprint and that of our investment and financing portfolios. Foundations Extension of the scope of action of the France Foundation to Europe with four new territories: Belgium, Spain, Italy and Luxembourg. Extension of the Swiss Foundation in Asia. Patronage Development of new partnerships (EPIC Foundation, French Maritime Cluster, etc.). Harmonisation of the sponsorship policy (procedure, themes, objectives). Project to co-create a Climate Foundation with the Luxembourg Foundation. CFM Indosuez Wealth Management 20
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