Indosuez Wealth Management, opens a branch in Portugal

Lisbon, 19 March 2024 - As part of the expansion of its activities into new European markets, Indosuez Wealth Management has strengthened its presence in the Iberian Peninsula by opening a branch in Lisbon.

March 19, 2024

Located at Avenida da Liberdade 190 2ºB, the branch will comprise nine employees (private bankers, advisors and commercial assistants) and will support family offices, large families, entrepreneurs and expatriates living in Portugal with personalized advice, a cutting-edge international offer, and a wide range of creative solutions developed by Indosuez's experts.
Indosuez’s presence in Portugal will promote synergies with the Crédit Agricole group’s entities, such as Crédit Agricole CIB, Credibom (CA Consumer Finance), Eurofactor (a Crédit Agricole Leasing & Factoring brand) and MUDUM (insurance), and will strengthen Crédit Agricole’s life insurance offering in this market.
This new step reinforces Indosuez’s position as a pan-European leader in wealth management and fully aligns with the Bank’s strategy to be as close as possible to its clients.

Appointment announcements within Indosuez Wealth Management in Portugal

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Nuno Vilar Gomes has been appointed Chief Executive Officer of Indosuez Wealth Management in Portugal and will coordinate the development of Portuguese clients for all Indosuez entities. He will continue to be responsible for the sales team in charge of Portuguese clients in Luxembourg.

Christophe Besnard has been appointed Deputy Chief Executive Officer of the branch, and will oversee risk management, compliance, operations and support activities.

Tiago Rangel de Lima has been appointed Client Director. His role in the new branch in Portugal will be to develop and manage a team of bankers, with the ambition to significantly grow the client base by providing personalised support for their investment decisions.

Vincent Manuel, Deputy Chief Executive Officer of Indosuez Wealth Management in Europe, said: “This branch opening is a very important step in the development of our business in Portugal, and allows us to get closer to our clients and partners. This achievement also helps us expand our branch network. I pay tribute to all the teams who made this opening possible in just a few months.”

Nuno Vilar Gomes, Chief Executive Officer of Indosuez Wealth Management in Portugal, said: “The opening of this branch is fully in line with Indosuez's ambitions. Thanks to the new team in Lisbon and the already established unit in Luxembourg, we are committed to supporting Portuguese clients in their projects and providing them with an international offer, either in the country or elsewhere.”

Biographies:

Nuno Vilar Gomes began his career at Banco Commercial Português in 1997, before joining Banco Finantia in 2000 as a private banker. In 2005, he joined Barclays Wealth as Associate Director and in 2007 he became Vice President. He joined Credit Suisse Luxembourg in 2012 as Vice President of the
Portuguese desk, and since 2015, has held the position of Head of Wealth Management Portugal at Indosuez Europe. Nuno Vilar Gomes is a graduate from the Universidade de Lisboa.

Christophe Besnard joined Crédit Agricole Group in 2002 as CFO of Amundi Technology (SITS), having led consulting assignments for the CNCA and Crédit Agricole Asset Management. In 2011, he took charge of the IT audit of Amundi, the leading European asset manager, as auditor and then project manager. Since 2016, he has been Chief Operating Officer of the Indosuez Wealth Management Belgium branch. Christophe Besnard holds a Master's degree in Design and Management of Information and Decision Systems from ESSEC and the Ecole Supérieure de Commerce de Brest.

Tiago Rangel de Lima began his career at Banco Santander in Portugal in 1997. At Santander, he worked in the retail banking and investment funds departments before joining private banking in November 2001. Since then, he has worked as a private banker in a number of roles, including Head of The Southern Portugal region from 2019 to 2021. He was Head of Private Clients before joining Indosuez Wealth Management in Luxembourg as Senior Wealth Manager and Client Director in November 2023. Tiago Rangel de Lima graduated in Business Administration from the Instituto Superior de Gestão (ISG) in Lisbon.

Press Contacts:

Indosuez Wealth Management
Isabelle Mandelli | isabelle.mandelli@ca-indosuez.lu | +352 24 672 700
Daphné Ibara | daphne.ibara@ca-indosuez.lu | +352 24 672 701

FinElk
Joseph Walford | indosuez@finelk.eu

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of the Crédit Agricole Group, the world’s 10th largest bank by balance sheet (The Banker, 2023).
Shaped by more than 145 years of experience in accompanying families and entrepreneurs from all over the world, Indosuez Wealth Management offers a tailor-made approach enabling each of its customers to preserve and develop their wealth in line with their aspirations. Endowed with a global vision, its teams provide expert advice and exceptional services across one of the widest spectrums in the business, for both private and professional wealth management.
Distinguished for its human and resolutely international dimension, Indosuez Wealth Management employs nearly 3,000 people in 12 territories worldwide: in Europe (Belgium, Spain, France, Italy, Luxembourg, Monaco, Portugal and Switzerland), Asia-Pacific (Hong Kong SAR, New Caledonia and Singapore) and the Middle East (United Arab Emirates).
With €135 billion in assets under management (as of 31/12/2023), Indosuez Wealth Management is one of the world's leading wealth management companies.
www.ca-indosuez.com

March 19, 2024

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