CA Indosuez (Switzerland) SA - 2018 Annual Report

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Activity report 2018

constantly improve the quality of the services delivered to the sales teams and to clients. Three core actions were initiated to reach this excellence objective: upgrading our solutions, optimising team management and anticipating needs relayed by the wealth managers. As the wealth management market is becoming increasingly open to global competition, CA Indosuez (Switzerland) SA must provide its clients with a broader range of services suitable for all investor profiles. With this in mind, it was decided to launch discretionary management mandates compatible with the Islamic law requirements. This initiative was part of a comprehensive strategy aimed at diversifying the solutions designed by the experts at CA Indosuez (Switzerland) SA. The progressive roll-out of added capacity in the area of financing, in particular with respect to immovable assets, facilitates this same ambition and will continue over the medium term.

In-depth knowledge of customer expectations and investment goals tailored to each of our clients are essential for the success of this type of change. We have simultaneously completed our customer base segmentation which began in 2017. As a result it is actually possible to guarantee a better balance between allocated resources and the diversity of the products and services we offer. This enhancement of our solutions coincided with a massive effort made by CA Indosuez (Switzerland) SA with a view to developing the capacities and technical expertise of our teams. The deployment of dedicated Investment Advisers to all the regions comprising our sales organisation and their contribution to the marketing of our Explore discretionary portfolio management service (investment advisory mandate tailored to the profile and the personal situation of each client) was marked an important step in the process of enhancing our range while simultaneously adapting to meet our private clients expectations. The initial progress achieved in the area of the digitisation of our range is also noteworthy. This change will be a powerful lever for adapting our solutions and will increase our capacity for real-time responses to the requests we receive with respect to portfolio monitoring, market analyses and investment transactions. The strengthening of our “Investment Intelligence” research teams and more targeted sales communications will enable our clients to benefit from professional publications in seven languages providing expert macroeconomic insights as well as our convictions on the markets and the various asset classes. Managing our range of products and services is part of the same effort, which seeks to enhance our expertise, diversify the investment solutions offered to our clients and optimise our resources. Throughout 2018, the different Markets, Investment and Structuring (MIS) departments helped shaping the transformation initiated at the Indosuez Wealth Management group level and demonstrated their determination to