Indosuez Wealth Management, the wealth management subsidiary of the Crédit Agricole Group, recently completed the acquisition of Banque Thaler after receiving approval from the relevant regulatory authorities. The acquisition aims to strengthen Indosuez’s position in the Swiss market, where it has been present since 1876. Banque Thaler clients will now benefit from an expanded range of products and services, as well as the strength and international network of the Crédit Agricole Group.
A strategic move to strengthen its position in the Swiss market
For Indosuez Wealth Management, this acquisition is a strategic decision aimed at consolidating its role in the Swiss market, a market it considers essential. By integrating Banque Thaler, Indosuez strengthens its position as a key player in wealth management in Europe. Jacques Prost, CEO of Indosuez Wealth Management, emphasized that this transaction is part of their strategy to build closer relationships with clients, leveraging local teams and a comprehensive range of services.
"With Banque Thaler, we are strengthening our position in a key market and affirming our role as a key player in wealth management in Europe. This acquisition is part of our strategy: to be as close as possible to our clients through agile local teams and a service offering that is among the most comprehensive on the market."
For his part, Marc-André Poirier, Managing Director of Indosuez in Switzerland, described this integration as an important milestone, paving the way for a new growth dynamic and new opportunities in Switzerland.
Benefits for clients and complementary expertise
This acquisition benefits Banque Thaler’s clients, who will now be able to take advantage of an expanded range of services and the expertise of the Crédit Agricole Group. They will have access to a wide range of products, an international network, and the Group’s solidity. Among the services available to them are wealth management, financing, corporate advisory, fund servicing, and asset management.
For its part, Banque Thaler has distinguished itself since its founding in 1999 through its focused approach and discretionary management services. Its services, focused on families and entrepreneurs, are characterized by dynamic asset allocation and solid expertise in the selection of alternative funds and private equity. Based in Geneva and Zurich, the integration of this expertise perfectly complements Indosuez’s offering.
Press release – Indosuez Wealth Management finalizes the acquisition of Banque Thaler
