Indosuez Wealth Management
Julie Lorgeray is an accomplished professional with extensive experience in finance and military leadership. Currently serving as the Head of Trade & Export Finance for Indosuez Wealth Management in Switzerland since September 2019, Julie has also held multiple roles at Crédit Agricole CIB, where responsibilities included directing Trade Finance and managing risk associated with Basel II regulations. Prior military experience as an Officier de Reserve (Lieutenant) in the Armée de Terre includes serving as Chef de Section under the PROTERRE program. Julie's educational background includes a Master’s degree in Finance from NEOMA Business School and formal military training from Académie militaire de Saint-Cyr Coëtquidan, emphasizing leadership and strategic skills.
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Indosuez Wealth Management
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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