Philanthropy in action

By tradition and by nature, wealth management, philanthropy and volunteer work are three sectors that are able to combine their resources to meaningfully contribute to projects that bring social value.
Indosuez Wealth Management supports numerous initiatives, primarily through two Foundations, one in France and the other in Switzerland.
Primarily but not exclusively…

To echo the actions of our philanthropist and patron clients, and as an extension of our advice and support, Indosuez Wealth Management and its teams are also committed to contributing to mankind and its future on the planet.

The fact that it is so effective is what makes philanthropy one of the priority drivers we choose to help move things forward.

Today, most Indosuez Wealth Management entities are involved in some way in this type of approach, supporting local or international associations whose work will help us achieve a more respectful, more united world, whether that means helping more vulnerable communities, protecting the environment, making financial donations or volunteering their skills… 

 > Find out more about our CSR approach


Indosuez Foundation in France - supporting vulnerable communities 

In France, Indosuez Wealth Management actively supports the work carried out under the auspices of the Fondation de France. Recognised as an institution of public interest, the Foundation supports concrete charity projects for vulnerable segments of the population, from the elderly to the disabled to teenagers and young adults with drug addiction problems or behavioural issues. Projects are screened by our teams according to standard selection criteria: Is the project innovative? What is the human dimension of the association sponsoring the project? Is it professional? Does it have a sound economic model?

Projects are ultimately selected and their budgets allocated by an Executive Committee. The committee is composed of three experienced, qualified people from outside the Group who are well-versed with issues affecting vulnerable communities, one representative from the Fondation de France and representatives from Indosuez Wealth Management. 


A foundation In Switzerland to help the local communities through environmental projects

The Swiss Foundation's objective is to support projects that have an impact on local communities through environmental projects. It is involved in reforestation, agroforestry, water management, economic development and community awareness projects. The projects illustrate the international dimension of its work: establishment of hives in the Brazilian Amazon, reforestation and creation of boreholes in Madagascar, improvement of living conditions in India through the sustainable management of natural resources and training (water, soil, animal farming...).

Made up of voluntary members, the Foundation is managed by two complementary bodies: the Foundation Board which is responsible for budget allocation, and the Advisory Committee which is responsible for identifying, analysing and screening new projects every two to three years.


Supporting communities

As well as the work carried out by the two Foundations, each Indosuez Wealth Management entity supports initiatives within their local communities.

One example is our Monaco entity, where teams work with local medical, environmental or charity associations, notably by volunteering their skills. One organisation we are heavily involved with is AMADE, the World Association of Children's Friends, which is one of the leading international associations for child protection.


Fighting on all fronts

Indosuez Wealth Management’s staff members play an active role in its philanthropic work around the world, notably by volunteering their skills and expertise.

For both foundations, it is the men and women at Indosuez Wealth Management who select and mentor each project.

In France, 25% of employees contribute to the work of the Foundation.

In Switzerland, more than 200 members of staff take part in the Citizens Days, giving up a day of their time to provide direct support for the solidarity and aid projects of partner associations. In 2017, some 20 local projects resulted in staff serving 500 meals to people in need, talking and sharing their experience with a hundred young people in social reintegration programmes, collecting more than 300 kilos of clothing, and helping to clear and maintain nature areas.

In Monaco, certain employees were able to take part in technical assistance assignments linked to micro-financing in Mali and East Timor as part of a public-private partnership with the Government of the Principality of Monaco.

In order for all Indosuez Wealth Management employees to get involved beyond our borders, they now have the opportunity to take a Congé Solidaire® (Solidarity Leave). 

Thus, for 2 weeks (during their holidays), they can bring their talent and know-how to projects supported by our partner, the Planète Urgence association. All these projects are carried out in situations of vulnerability, economic and social isolation and natural habitat destruction.

By providing technical assistance through skills transfer, the volunteer employees promote a philosophy of empowering population groups (skills development for adults, socio-educational support for the youngest) and of protecting and enhancing biodiversity, both viewed as driving forces for development.

The solidarity missions are endorsed and financed by Indosuez Wealth Management.


Projects without borders

Drawing on its expertise, Indosuez Wealth Management is constantly on the look-out for new projects and initiatives to mobilise the goodwill and drive of its teams. 

In Switzerland, a foundation supports local communities through environmental projects

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