The platform has been launched in response to clients’ new expectations in terms of digital technology and independence.
Indosuez Wealth Management has just launched a digital platform to enable its clients to access the bank’s investment universe independently.
The digital service is designed for clients who have concluded an advisory agreement, the firm said in a statement.
Clients will have access to the platform via their e-banking space, enabling them to access Indosuez’s latest investment themes, including a focus on the range of responsible products, its experts’ convictions and recommendations, market data and product sheets, including ESG ratings, the firm continued.
They will also be able to create their own list of products. The
platform provides clients with a tool to filter a wide investment
universe, Indosuez said. Clients holding structured products can
access a feature to keep them up to date with the events'
calendar associated with structured products, including payment
of coupons, date reminders, and so on.
Indosuez said the service responds to new client expectations in terms of digital technology and independence.
According to a Capgemini study, 63 per cent of very wealthy clients in Europe want access to market information and to carry out transactions independently – a figure that rises to more than 70 per cent in Asia-Pacific.
Using this new digital platform, the firm said that clients will be able to establish their own list of "favourite" stocks and explore the latest investment themes before obtaining further information from an Indosuez advisor.
Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole Group, which is located in 10 regions in Europe, Asia-Pacific and the Middle East, with €135 billion ($142 billion) in assets under management.