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CA Indosuez (Switzerland) SA

Your consultant

Adam Abdellaoui

Of Counsel

CA Indosuez (Switzerland) SA - How to Open an Account

Date of last update: 12 January 2026

CA Indosuez (Switzerland) SA operates as the Swiss wealth management entity of Crédit Agricole group, combining 150 years of Swiss banking heritage with global expertise. Incorporated on 27 February 2005 and headquartered at 4 quai Général-Guisan, 1204 Geneva, the bank serves private clients, families, and entrepreneurs through offices in Geneva, Zurich, and Lugano.

Licensed and supervised by FINMA, CA Indosuez manages €215 billion in client assets globally as of 31 December 2024.

+41 (44) 5152530

CA Indosuez (Switzerland) SA

Last updated: January 2026

Parent Group

Crédit Agricole

Global Banking Group

Client Assets (Global)

€215 billion

As of 31 Dec 2024

Headquarters

Geneva

Since 2005

Regulation

FINMA

Licensed Swiss Bank

Swiss Offices

Geneva (HQ)

4 quai Général-Guisan
1204 Geneva
Switzerland

T: +41 22 819 41 11

Mon–Fri, 08:30–17:30

Zurich

Beethovenstrasse 48
8002 Zurich
Switzerland

T: +41 44 208 55 55

Mon–Fri, 08:30–17:30

Lugano

Via Nassa 5
6900 Lugano
Switzerland

T: +41 91 910 47 00

Mon–Fri, 08:30–17:30

Central Email: contact.ch@ca-indosuez.com

Get in touch with your Swiss banking partner

Ready to open a Swiss bank account?

Core Services

Wealth Management

Personalised strategies integrating asset allocation, risk management, and tax efficiency across jurisdictions. Access to Crédit Agricole research and alternative investments.

Private Banking

Comprehensive coverage of financial and non-financial needs including credit facilities, real estate financing, art advisory, and succession planning.

Investment Advisory

Consultative support for active clients. Includes market analysis, portfolio reviews, access to structured products, and quarterly strategy sessions.

Banking Solutions

Custodial and administrative services for complex structures (trusts, foundations). Features multi-currency accounts, securities custody, and reporting.

Client Profile

Services structured for three distinct segments

HNWI / UHNWI

Entry Level

CHF 1 Million

Focus on portfolio diversification, tax-efficient structuring, and wealth preservation across generations.

Family Offices

Support for multi-generational wealth structures requiring consolidated reporting and governance. Acting as central banking partner or co-advisor.

Entrepreneurs

Liquidity management, corporate finance solutions, succession structuring, and post-transaction asset management for business owners.

How to Open an Account

TIMELINE: 4–8 WEEKS

1

Initial Consultation

Establish objectives and risk tolerance. Relationship managers assess suitability and explain Swiss AML requirements.

2

Documentation & Proposal

Submission of KYC materials, beneficial ownership declarations, and source of wealth evidence. Parallel compliance review.

3

Activation

Account activation upon compliance approval. Access to online platforms and implementation of investment strategy.

Maria Werner

Of Counsel – specialized in corporate law and tax law

info@goldblum.ch

+41 (44) 5152530

Schedule initial consultation

Our Mission

"We don't simply manage assets. We are architects of wealth, building our clients' financial future for generations ahead."

Executive Leadership

Philippe Bertherat
CEO, CA Indosuez (Switzerland) SA
Laurent Quignon
Chief Investment Officer
Christophe Donay
Head of Asset Allocation

Regulatory Framework

Licensed and regulated by FINMA (Swiss Financial Market Supervisory Authority).

Adheres to Swiss banking secrecy laws and Crédit Agricole group's sustainable development principles.

Frequently asked questions

Adam Abdellaoui

Your personal contact

Of Counsel

Contact us to learn more about opening a Swiss bank account

We’re here to answer your questions and help you take the next step toward secure, global banking. Whether you're ready to open a Swiss bank account or just starting to explore your options, our team is prepared to offer clear, expert guidance. Send us a detailed message using the form below or reach out directly by phone at +41 (44) 5152530 — we look forward to supporting your financial goals.

Swiss banks

Bank name

Country

Year of foundation

Account opening procedure

Cost of account opening

Bank J. Safra Sarasin Ltd

Switzerland

1941

Online

$3 500

Bank Vontobel AG

Switzerland

1924

Online

$3 500

Banque Heritage SA

Switzerland

1993

Online

$3 500

Switzerland

1996

Online

$3 500

BCP (Banque de Commerce
et de Placements) SA

Switzerland

1963

Online

$3 500

BNP Paribas (Suisse) SA

Switzerland

1872

Bank visit

$3 500

CA Indosuez (Switzerland) SA (formerly Credit Agricole SA)

Switzerland

2005

Online

$3 500

CBH Compagnie Bancaire Helvétique SA

Switzerland

1975

Online

$3 500

Switzerland

1990

Online

$3 500

Edmond de Rothschild (Suisse) SA

Switzerland

1953

Online

$3 500

EFG (Zurich) SA

Switzerland

1873

Online

$3 500

HSBC Private Bank (Suisse) SA

Switzerland

1988

Online

$3 500

Kaleido Privatbank AG
(formerly AP Anlage & Privatbank)

Switzerland

1995

Online

$3 500

Lombard Odier & Co AG

Switzerland

1796

Online

$3 500

Switzerland

1964

Online

$3 500

Switzerland

1805

Online

$3 500

PKB Privatbank SA

Switzerland

1958

Online

$3 500

REYL Intesa Sanpaolo
(formerly REYL & Cie Ltd)

Switzerland

2010

Online

$3 500

Schroder & Co Bank AG

Switzerland

1804

Online

$3 500

Societe Generale Private Banking (Suisse) SA

Switzerland

1986

Online

$3 500

Switzerland

1998

Online

$3 500

Union Bancaire Privée, UBP SA

Switzerland

1969

Online

$3 500

VP Bank (Schweiz) AG

Switzerland

1998

Bank visit

$3 500

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