Indosuez Wealth Management
Monica Quintero is an experienced finance professional with a strong background in wealth management and client relationship management. Currently serving as Vice President at Indosuez Wealth Management since November 2023, Monica previously held the same title at Bank J. Safra Sarasin Ltd from June 2022 to November 2023, and at Intesa Sanpaolo Private Banking from December 2017 to June 2022, where responsibilities included managing direct clients and external asset managers. Prior experience includes serving as a Client Relationship Manager at BSI Bank from July 2010 to November 2017, focusing on EAM client relations and compliance for the Latam EAM department. Monica holds a Diploma of Risk Governance and Compliance from the ICA International Compliance Association and a Master's in International Taxes from HEC Lausanne, along with additional qualifications in banking and finance.
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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