CFM Indosuez Wealth Management signs referral agreement with HSBC Private Bank with a view to welcoming clients from HSBC’s client base in the Principality of Monaco.
CFM Indosuez Wealth Management has signed a referral agreement with HSBC Private Bank with a view to welcoming clients introduced to it from HSBC’s client base in the Principality of Monaco. This agreement is in line with Indosuez Wealth Management Group’s strategy to strengthen its positions with UHNWI clients in its key markets; it also reinforces CFM Indosuez Wealth Management’s leadership as the largest bank in the Principality of Monaco. The referral process will begin immediately. CFM Indosuez Wealth Management will work closely with HSBC to ensure the smoothest possible process for the clients.