01 · AT A GLANCE
Geneva wealth-management bank backed by Crédit Agricole, with specialist corporate and trade-finance activities
- FINMA-authorised Swiss bank and securities firm headquartered in Geneva
- Investment advisory, discretionary management, execution-only trading and custody
- Private markets, Lombard loans, mortgages, foreign exchange and wealth planning
- Commercial banking, commodity-trade finance, trade and export finance, and cash management
- Swiss deposit protection up to CHF 100,000 per client
Not documentedThe bank documents reviewed here state no minimum for opening an account. That does not mean there is none; the bank may state one on request.
Wealth management, Private banking, Ultra high net worth, Corporate, Institutional
German, English, ES, French, Italian, PT
02 · ACCOUNTS AND PRODUCTS
Documented accounts and products.
Investment advisory
Personalised investment recommendations under an advisory relationship, while the client retains the investment decision.
- Segment
- Private banking
Discretionary portfolio management
Portfolio management under an agreed mandate and investment strategy, with investment decisions delegated to the bank.
- Segment
- Wealth management
Execution and transmission of orders
Execution or transmission of client orders without advisory or discretionary management, including orders placed through e-banking where available.
- Segment
- Private banking
External wealth manager custody platform
Custodian-banking, open-architecture investment access, financing, trading-floor access and back-office tools for external wealth managers and family offices.
- Segment
- Institutional
Structured products
Structured investment products included in the range available to Swiss wealth-management clients, subject to client classification and product eligibility.
- Segment
- Wealth management
Investment funds
Investment-fund access within the bank's Swiss wealth-management range, with the eligible universe depending on the client's classification.
- Segment
- Wealth management
Private equity and private markets
Advisory and discretionary private-equity or private-markets investments, subject to the relevant strategy, client classification and product eligibility.
- Segment
- Ultra high net worth
Lombard loans
Collateralised lending against eligible deposits, marketable securities, precious metals, structured products, funds, mandates or life-insurance policies.
- Segment
- Private banking
Mortgages and property finance
Property-secured lending supported by external valuation, including residential and commercial mortgage exposures documented by the bank.
- Segment
- Private banking
Currency markets and precious metals
Foreign-exchange and precious-metals capabilities in the Swiss wealth-management range; no exhaustive list of selectable account or product currencies is published.
- Segment
- Wealth management
Life-insurance brokerage
Life-insurance brokerage included among the products and services available through the Swiss wealth-management team.
- Segment
- Wealth management
Wealth planning and philanthropy
Advice aimed at managing, protecting and transferring family wealth, together with expertise in philanthropy; no trust or foundation service is inferred from that wording.
- Segment
- Ultra high net worth
Commercial banking and trade finance
Commercial banking and international trade and transaction banking, including commodity-trade finance, trade and export finance, and cash management.
- Segment
- Corporate
03 · WHAT IT COSTS
Published pricing.
CA Indosuez does not publish a banking tariff. Figures circulating on comparison sites are not confirmed by the bank, so none are shown here. Under Swiss FinSA and EU MiFID II rules the bank must give you a full costs-and-charges breakdown before a mandate begins — request that document directly.
04 · SERVICES
What the bank offers.
“Not disclosed” means the bank does not state this publicly — it is not a statement that the service is unavailable.
Investment
- Discretionary portfolio managementOffered
- Investment advisoryOffered
- Execution-only tradingOffered
- Custody and safekeepingOffered
- Private markets accessOffered
Banking
- Multi-currency accountsNot disclosed
- Payment cardsNot disclosed
- Foreign exchangeOffered
Lending
- Lombard lendingOffered
- Mortgages and property financeOffered
Planning
- Wealth and estate planningOffered
Structuring
- Trust and foundation servicesNot disclosed
Digital
- Online bankingOffered
- Mobile app
- iOS
- Android
Card network and platform names are trademarks of their owners. They are shown to record what the bank publishes about its own products, and do not indicate any partnership, endorsement, or affiliation.
05 · SOURCES
Where these figures come from.
Only documents published or supplied by the bank are used. Nothing here is taken from brokers or comparison sites.
Next scheduled review: 31 August 2027. Bank tariffs change frequently — several institutions in this directory revised theirs twice during 2026.