CFM Indosuez Wealth Management S.A.

CFM Indosuez Wealth Management S.A.

MLCFM.PA
CFM Indosuez Wealth Management S.A.undefined flagEuronext Paris
1,320.00
EUR
- -
- -
756.36MMarket Cap
CFM Indosuez Wealth Management S.A.
MLCFM.PA
(Euronext Paris)

Recent

price

1,320.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
FRC
180.72
190.92
204.42
199.92
210.67
227.11
219.16
220.65
- -
225.32
204.51
228.08
280.73
346.53
350.71
330.6
Revenue per Share
70.16
67.49
79.17
61.39
70.35
82.22
78.54
50.74
- -
85.64
38.02
50.77
76
106.06
103.58
86.93
Basic EPS, GAAP
- -
- -
- -
- -
- -
- -
- -
675.67
- -
239.38
718.51
649.27
135.53
-305.13
-456.56
9.09
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
279
300.89
334.46
344.39
338.35
404.82
425.81
61
- -
146.64
99.02
111.77
137.26
167.06
164.58
147.93
Book Value per Share
374.37
401.3
441.82
458.58
452.17
518.53
539.41
520.79
- -
540.11
583.09
571.39
586.98
629.7
660.54
669.95
Tangible Book Value per Share
1
1
1
1
1
1
1
1
- -
1
1
1
1
1
1
1
Basic Weighted Avg Shares
104
109
117
115
121
130
126
126
121
129
117
131
160
199
201
189
Sales/Revenue/Turnover
38.83
- -
38.73
30.71
33.39
36.2
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
3
7
7
7
3
3
3
3
2
4
6
6
6
7
7
8
Depreciation Expense
40
39
45
35
40
47
45
29
23
49
22
29
43
61
59
50
Net Income, GAAP
- -
- -
- -
- -
- -
- -
- -
0.6
14.93
21.9
13.44
14.09
16.13
20.7
19.92
18.76
Effective Tax Rate (%)
38.82
35.35
38.73
30.71
33.39
36.2
35.84
23
18.97
38.01
18.59
22.26
27.07
30.61
29.53
26.29
Profit Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
561
- -
- -
- -
- -
- -
- -
- -
- -
3
7
5
3
2
5
7
LT Debt
243
255
275
280
277
315
327
338
335
350
376
371
379
404
421
425
Total Equity
4.82
- -
17.11
12.67
14.47
15.92
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
26.46
23.28
24.92
18.09
20.61
22.13
18.91
20.85
49.48
69.14
30.95
48.17
60.92
69.84
62.46
55.63
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
3.09%
2.52%
1%
Free Cash Flow
- -
-93.46%
-101.99%
Net Income, GAAP
10.14%
20.87%
-16.08%
Sales/Revenue/Turnover
4.39%
10.7%
-5.73%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
199
2024
- -
- -
- -
- -
201
2025
- -
- -
- -
- -
189

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
106.06
2024
- -
- -
- -
- -
103.58
2025
- -
- -
- -
- -
86.93

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
- -
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
Business
CFM Indosuez Wealth Management S.A. is a Monaco-based private bank specializing in wealth management and private banking services. Founded in 1922, the company operates as a subsidiary of CA Indosuez Société anonyme and primarily serves high net worth individuals, families, entrepreneurs, and professional investors. Its core offerings include discretionary investment management; advisory services on equities, bonds, foreign exchange, investment funds, guaranteed or protected capital products, and derivatives; financial engineering to optimize tax and legal asset structures; life insurance products; property financing; portfolio management; insurance brokerage; and real estate services. The bank also provides depositary banking and comprehensive banking solutions tailored to clients' needs, including for institutional and corporate clients, family offices, and independent asset managers. In recent years, CFM Indosuez Wealth Management has expanded its services by strengthening its real estate business line and launching new innovative products such as structured products, fixed-maturity bond funds, and responsible investment funds classified under SFDR Article 8. In 2023, it acquired strategic stakes in Wealth Dynamix, a UK fintech specializing in client relationship management solutions, and AirFund, a French startup facilitating private market fund distribution, enhancing its digital and operational capabilities. The firm has also accelerated its digital transformation with the rollout of new client management tools and its My Indosuez mobile app. Additionally, the company reorganized its governance to create three business line divisions: Advisory, Financing and Coverage; Investment Management; and Fund Technology & Banking Services, with new leadership appointments to strengthen its strategic execution. Operating mainly in Monaco with international reach, CFM Indosuez Wealth Management leverages a broad product and service portfolio designed to create, protect, and pass on wealth, supported by a client-centric approach and integration within the broader Credit Agricole Group ecosystem. It offers solutions across wealth management, investment banking, merchant banking, and outsourced banking technology services through its subsidiary Azqore, serving a diverse clientele including private clients, large corporations, financial institutions, and external asset managers.