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The management company acquired 70% of Wealth Dynamics Ltd., a fintech that provides Client Lifecycle Management solutions to private banks.
With Olivier Chatain appointed Head of Strategy, Legal, and Transformation, Olivier Carcy and Marc-Andre Poirier are appointed CEOs for Europe and Switzerland respectively.
Over the last two decades, Indosuez has supported the transformation and financing of more than 2’000 private companies in Western Europe, Asia and the United States.
During our Conference Call with Fund Selectors, we discussed the critical importance of portfolio diversification with our three guests, especially with most expecting a market correction in the coming year.
In this new role Nicolas Mougeot will advise Indosuez Wealth Management’s clients in Switzerland on environmental, societal and governance issues.
This new section of our web is going to be dedicated to showcase some of the Magazine’s articles in order to gain visibility for our collaborator’s work.
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