CA Indosuez (Switzerland) SA - 2018 Annual Report

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CA Indosuez (Switzerland) SA

Wealth Management

Patrick Ramsey

Head of Wealth Management

“In a particularly uncertain financial backdrop, the main focus of our business development strategy throughout 2018 was to ensure the optimal deployment of our products and services to every CA Indosuez (Switzerland) SA location.

The major strategic changes defined in 2017 in connection with the Shaping Indosuez 2020 business plan required a long-term commitment from the various teams involved in our Wealth Management business. This is why 2018 was largely devoted to actively transforming our organisation and gradually implementing these strategic orientations. These changes were successfully completed in a particularly complex market environment, demonstrating both the appropriateness of the choices made and the unwavering commitment of our employees. In a particularly uncertain financial backdrop, the main focus of our business development strategy throughout 2018 was to ensure the optimal deployment of our products and services to every CA Indosuez (Switzerland) SA location. In fact, as long as our clients are extending their entrepreneurial activities and investing in every area of growth on a global scale, it is crucial that we remain by their side in every circumstances. The integration of CIC’s teams and clients in Asia has been a resounding success. The increase in assets under management and the combination of new expertise with the resulting increased visibility for our Asian operations has enabled CA Indosuez (Switzerland) SA to significantly strengthen its position on what is currently the most dynamic market for the wealth management industry. Likewise, the announcement of the reconfiguration of our activities in Lugano and the allocation of enhanced capacities to CA Indosuez Finanziaria SA are expected to open up a new dimension for our offering.