Indosuez Wealth Management
Jose Pereira has over a decade of experience in the wealth management sector. Currently serving as Vice President and Senior Relationship Manager for Ultra High Net Worth Individuals at Indosuez Wealth Management since January 2011, Jose previously held a role in the Front Office of Private Banking at HSBC Private Bank for a brief period in 2010. Earlier in his career, Jose gained valuable experience as a Banking Counter Agent at BNP Paribas from 2007 to 2009 while pursuing academic studies. Jose's educational background includes a Master's in International Wealth Management from IAE Nice and a Bachelor's in Economics and Management from Université Côte d'Azur.
This person is not in any teams
This person is not in any offices
Indosuez Wealth Management
4 followers
Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 10th largest bank in the world based on balance sheet (The Banker 2022). With more than 145 years of experience serving families and entrepreneurs around the world, Indosuez Wealth Management offers a tailored approach that enables our clients to protect and develop their wealth according to their aspirations. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and professional assets. Recognised for its international dimension and human scale, Indosuez Wealth Management employs nearly 3,000 people in 10 locations around the world, in Europe (Belgium, France, Italy, Luxembourg, Monaco, Spain and Switzerland), Asia-Pacific (Hong Kong SAR, New Caledonia and Singapore) and the Middle East (United Arab Emirates). With 130 billion euros in assets under management (as of 31/12/2022), Indosuez Wealth Management is one of the world's leading wealth management companies. The Indosuez Wealth Management network is represented in Monaco by CFM Indosuez Wealth Management, the Principality’s leading bank. Its roots go back to 1922, the year it was founded by major Monegasque families, some of whom still hold nearly 30% of its capital. In 2022, CFM Indosuez Wealth Management celebrated its 100th anniversary and was voted the best bank in the Principality by the international magazine Global Finance for the sixth consecutive year. #Indosuez #WealthManagement #WealthandBeyond #ArchitectsofWealth #CFMIndosuez #CFM #wealth