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CFM Indosuez Wealth SA
11 boulevard Albert 1er
Bp 499, Monaco cedex
Phone: +377 93102000p:+377 93102000 MONACO, 98000  Monaco Ticker: MLCFMMLCFM
Business Summary
CFM Indosuez Wealth SA, formerly known as CFM Indosuez Wealth is a Monaco-based private bank that provides a range of financial products and services. The Company’s offer includes discretionary investment management services aimed to offer preservation of capital, as well as growth potential. Its investment management advisory services cover information and advice on equities, bonds, foreign exchange, investment funds, guaranteed or protected capital products and derivatives. Through its specialty financial engineering unit, the Company helps clients to choose tax and legal solutions that preserve and optimize their assets. In addition, it offers a range of life insurance products and real estate services. CFM Indosuez Wealth SA is 70%-owned by Groupe Credit Agricole.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
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Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202112/31/2021Yes----

Industries
SIC Code Description
6029 Commercial banks, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board Jean-MarieSander 73 3/20/2014 3/20/2014
Chief Executive Officer, Executive Director, Member of the Executive Committee MathieuFerragut 1/1/2020 1/1/2019
Deputy Chief Executive Officer, Member of the Executive Committee GregoireFaure 1/1/2020
12 additional Officers and Directors records available in full report.

Business Names
Business Name
Credit Foncier de Monaco
MLCFM

General Information
Number of Employees: 385 (As of 12/31/2021)
Outstanding Shares: 573,000 (As of 12/31/2021)
Shareholders: 596
Stock Exchange: EPA
Fax Number: +377 93102350


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Tuesday, October 22, 2024