Our goal is to integrate sustainable development concerns into every aspect of our work and every interaction with our stakeholders. To do so, we are conducting a broad, concrete programme structured around five priorities:
Indosuez Wealth Management’s CSR commitments are coordinated by a cross-business CSR Committee. As well as a network of CSR correspondents, the committee includes representatives from different functions in different countries (France, Luxembourg, Monaco, Switzerland and Miami).
The aim is to implement a universal CSR approach in all of our entities, and to focus on philanthropic work as a priority because of its value, both for us as well as for our clients.
Indosuez Wealth Management is a committed partner of the CSR programme championed by our shareholder.
Crédit Agricole group is one of the highest-rated CSR-driven companies in the world and features prominently on all major sustainability indices.
Centred on the notion of respect, Crédit Agricole group’s CSR measurement tool, FReD, perfectly mirrors our core values: personal commitment and a sense of responsibility, entrepreneurial spirit as part of a collective dynamic, dedication to others and respect. Launched in 2012, it is structured around a commitment to respect clients (Fides), employees (Respect) and the planet (Demeter).
Crédit Agricole's commitments under its FReD initiative are embodied by different concrete and coordinated projects. What is more, respect for these commitments and projects is one of the criteria used to appraise the performance of our managers.
Each year, Indosuez Wealth Management draws up a specific action plan in consultation with its teams in the field which includes both cross-business and local projects.
One of the CSR areas in which we excel is diversity.
It is written into our DNA. Today, our teams include over 50 nationalities from across the five continents. An inexhaustible source of wealth due to the varying perspectives it provides, diversity is a value we intend to cultivate.
Our progress targets and recent projects focus primarily on gender equity, with a training programme aimed at strengthening female leadership.
In addition, Indosuez Wealth Management is participating in the Crédit Agricole S.A. group programme to promote the employment of disabled people.
Indosuez Wealth Management is also dedicated to helping clients who want to increase their socially responsible investments.
For example, in partnership with Amundi's analysts, we propose to evaluate client portfolios based on SRI criteria. Launched in Switzerland, this innovative strategy is currently being rolled out in other locations.
Responsibility is one of the core values that make us who we are.
It governs our activities,
our relationships with our clients and our colleagues, and much more.
At Indosuez Wealth Management, our way of doing things is defined by our own story and the stories that have shaped who we are today, as well as by our human dimension, our sense of responsibility and perspective.