Indosuez Fund Solutions

Indosuez Fund Solutions is a Luxembourg-regulated Super ManCo, formed from the merger of CA Indosuez Wealth (Asset Management) and Degroof Petercam Asset Services (DPAS). Our team of over 130 people has more than 30 years’ experience in the Luxembourg fund industry. Our clients’ assets under management/administration/custody amount to more than € 60 billion (as at 31.03.2025).

We offer our clients a ‘one-stop-shop’ service for the management and administration of investment funds. Thanks to our offer covering the entire service value chain, our customers have a single point of contact that coordinates all aspects of fund life. They can therefore concentrate on their core business, the management and/or marketing of their funds.

Who we are

Indosuez Fund Solutions, a subsidiary of CA Indosuez Wealth (Europe), is the centre of expertise for services dedicated to investment funds of the Indosuez Wealth Management group, a major player in wealth and asset management.

We are part of the Crédit Agricole group, the second largest employer in the financial sector with over 3,200 employees, and have been present in the Luxembourg financial centre for over 100 years.

We are supervised by the Commission de Surveillance du Secteur Financier (CSSF) and authorised to provide asset management services as well as ancillary services to Luxembourg UCITS, UCIs (Part II, SIFs, RAIFs). Indosuez Fund Solutions also has the appropriate passport to serve funds under Belgian law of the UCITS and AIF type (including institutional SICAVs and RDT-DBI expertise) as well as Spanish AIF.

We are committed to provide our customers with high-quality tailor-made solutions, drawing on our know-how and giving them access to the expertise of other Crédit Agricole Indosuez Group business lines.

Our Expertise

Indosuez Fund Solutions proposes an integrated and modular service offer depending on the profile and needs of our clients.

We have a complete range of services covering the entire value chain of investment fund services:

  • Structuring / Legal Services
  • Domiciliation and Corporate Secretary
  • Central Administration
  • Registration, Supervision of the distribution network
  • UCITS & AIFM Management Company: Risk Management, Compliance and Governance
  • Advisory model
  • Specific regulatory reporting: AIFM reporting, PRIIPs EPT-KID, European MiFID Template (EMT), European ESG Template (EET), etc.

Our Services

Value added services

Partner with our clients on their investment management

  • Fund Management services (can be delegated to third party Invetsment Managers)
  • Review and approval of investment universe in specific cases (white-lists approval)
  • Validation of an investment model proposed by an adviser

Advantages

  • Financial advisors can rely on the expertise of Indosuez Fund Solutions Investment Management services
  • Support the transition of a financial adviser to a licensed Fund Manager

White Label Solutions

Renting a sub-fund in one of our “White label structures”: a flexible solution for smaller-scale assets

4 UCITS SICAV

  • Ulysses SICAV
  • Hector SICAV
  • Equus SICAV
  • Lux International Strategy (LIS)

1 SICAV Part II

  • Helios SICAV

1 RAIF SICAV

  • 2Perform SICAV RAIF

Advantages

  • Economy of scale
  • Provision of Administrators including one independent
  • Independency and segregation of the sub-funds
  • Time to market

Sustainable Finance

Partner with our clients on their sustainable approach

Since 2001, Managers can rely on the experience and expertise of our teams who integrate the latest standards and technical norms (linked to the implementation of the European taxonomy or the SFDR regulation).

RDT-DBI Expertise

Partner with our clients for their Belgian clients’ base

The use of investment vehicles under Belgian law, funds or SICAVs, known as RDT (Regime of Definitively Taxed income) appears to be a valuable alternative to direct line investments and allows companies to benefit from the advantage of capital gains exemption. We have developed a unique expertise around these vehicles under Belgian law, with the aim of guaranteeing our clients to benefit from the tax exemption that they allow.

  • Key driver offering for Belgian clients
  • Automated RDT conditions assessment and monitoring
  • Review of fiscal rules and new tools to improve efficiency
  • Ad-hoc portfolio assessment for third-party managers

Global Market Services Trading and Execution

Partner with our clients for trading, execution, and research. From execution till reporting.

Value-added services for Independent Wealth Managers, Family Offices, Insurance Companies, Institutional and Corporate Investors.

  • Forex: OTC FX Products (Spot, Forward, Non-Deliverable Forward, Option, Non-Deliverable Option & FX Swap)
  • Listed Derivatives: Futures & Options
  • Bonds: Bullet, Callable, Perpetual, FRN, Subordinated
  • Equities: Voice Desk dedicated to execution
  • Dedicated OTC Equities Derivatives
  • Interest Rates Derivatives: IRS & ND IRS
  • Research: Coverage of 150 Benelux Companies

SCR vehicles reserved for Spanish investors (text in Spanish only)

Plataforma de Mercados Privados en Indosuez

  • Una reconocida plataforma de Mercados Privados con 23 años de trayectoria, ofreciendo un acceso completo a los Mercados Privados Globales a través de una estructuración eficiente teniendo en cuenta la legislación local.
  • Una clase de activo en crecimiento que se ha convertido en una exposición esencial en una cartera bien diversificada para todos los inversores.
  • Una clase de activo resiliente que puede conducir a un rendimiento satisfactorio sólido en entornos desafiantes.
  • Un buen momento para invertir en los Mercados Privados con oportunidades potenciales esperadas en cada estrategia.
  • Un proceso de diligencia debida sólido y sistemático lo que permite una mejor selectividad y rendimiento.

No hay garantía de que se logre un objetivo de inversión o de que se obtenga un rendimiento del capital. El producto no se beneficia de ninguna garantía para proteger el capital.

  • Tiera Capital Opportunities I SCR : FolletoDPI
  • Tiera Capital Opportunities II SCR : FolletoDPI

Our Governance

Management Board

Chief Executive Officer

Conducting Officer – Head of Transformation & Strategy

Conducting Officer – Head of Central Administration

Conducting Officer – Head of Investment Management Private Markets

Conducting Officer – Head of Investment Management Public Markets

Conducting Officer – Head of Business Development & Products

Conducting Officer – Chief Compliance Officer

Conducting Officer – Chief Risk Officer

Your Key Contacts

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