Upcoming Dividend • May 11
Upcoming dividend of €70.20 per share Eligible shareholders must have bought the stock before 15 May 2026. Payment date: 19 May 2026. Trailing yield: 5.6%. Within top quartile of French dividend payers (5.5%). Higher than average of industry peers (4.9%). Declared Dividend • Apr 27
Dividend reduced to €70.20 Dividend of €70.20 is 10.0% lower than last year. Ex-date: 15th May 2026 Payment date: 19th May 2026 Dividend yield will be 5.4%, which is lower than the industry average of 7.2%. Sustainability & Growth The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Board Change • Apr 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Pascal Brouard was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Declared Dividend • Mar 26
Dividend reduced to €70.20 Dividend of €70.20 is 10.0% lower than last year. Ex-date: 15th May 2026 Payment date: 19th May 2026 Dividend yield will be 5.6%, which is lower than the industry average of 7.2%. Sustainability & Growth The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. 공시 • Mar 26
CFM Indosuez Wealth Management SA (ENXTPA:MLCFM) completed the acquisition of Wealth Management clients of BNP Paribas in Monaco from BNP Paribas SA (ENXTPA:BNP). CFM Indosuez Wealth Management SA (ENXTPA:MLCFM) signed an agreement to acquire Wealth Management clients of BNP Paribas in Monaco from BNP Paribas SA (ENXTPA:BNP) on June 23, 2025.
The finalisation of the transaction remains subject to the prior approval of the relevant supervisory authorities, and is expected to be completed during the first half of 2026. Jean-Gabriel Flandrois, Bénédicte Perrier, Olivier Bernardi, Thierry Dor, Magali Buchert, Aurélie Pacaud, Stéphane Hautbourg of Gideon, Essary, Tardio & Carter, PLC acted as legal advisor to BNP Paribas SA. Louis Fridman and Jean-Claude Rivalland of Fulbright & Jaworski, LLP acted as legal advisor to CFM Indosuez Wealth Management SA.
CFM Indosuez Wealth Management SA (ENXTPA:MLCFM) completed the acquisition of Wealth Management clients of BNP Paribas in Monaco from BNP Paribas SA (ENXTPA:BNP) on March 24, 2026. 공시 • Mar 25
CFM Indosuez Wealth Management SA announces Annual dividend, payable on May 19, 2026 CFM Indosuez Wealth Management SA announced Annual dividend of EUR 70.2000 per share payable on May 19, 2026, ex-date on May 15, 2026 and record date on May 18, 2026. 공시 • Mar 24
CFM Indosuez Wealth Management SA, Annual General Meeting, May 12, 2026 CFM Indosuez Wealth Management SA, Annual General Meeting, May 12, 2026. Buy Or Sell Opportunity • Mar 20
Now 25% overvalued The stock has been flat over the last 90 days, currently trading at €1,300. The fair value is estimated to be €1,044, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has declined by 6.2%. Board Change • Jan 09
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Pascal Brouard was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. New Risk • Dec 18
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Board Change • Nov 12
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Pascal Brouard was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Aug 13
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Pascal Brouard was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Jul 03
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Pascal Brouard was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Jun 10
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Pascal Brouard was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • May 13
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 8.3% to €1,300. The fair value is estimated to be €1,077, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Upcoming Dividend • May 09
Upcoming dividend of €78.00 per share Eligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 May 2025. Trailing yield: 6.4%. Within top quartile of French dividend payers (5.4%). Higher than average of industry peers (5.4%). Declared Dividend • Mar 30
Dividend reduced to €78.00 Dividend of €78.00 is 2.5% lower than last year. Ex-date: 16th May 2025 Payment date: 20th May 2025 Dividend yield will be 6.2%, which is lower than the industry average of 7.2%. Sustainability & Growth The dividend has increased by an average of 6.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. 공시 • Mar 28
CFM Indosuez Wealth Management SA announces Annual dividend, payable on May 20, 2025 CFM Indosuez Wealth Management SA announced Annual dividend of EUR 78.0000 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025. Board Change • Jan 16
No independent directors There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 2 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). Chairman of the Board Eric Vial is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors. Board Change • Nov 28
No independent directors There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 2 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). Chairman of the Board Eric Vial is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors. New Risk • Nov 12
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. New Risk • Jul 01
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. New Risk • Mar 19
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by earnings (93% payout ratio). 공시 • Aug 05
CFM Indosuez Wealth Management SA entered into an agreement to acquire an unknown majority stake in Banque Degroof Petercam S.A. CFM Indosuez Wealth Management SA entered into an agreement to acquire an unknown majority stake in Banque Degroof Petercam S.A. on August 4, 2023. The proposed acquisition is being carried out in partnership with the CLdN group, Degroof Petercam's core shareholder, which will retain a stake of around 20%. The transaction is subject to relevant regulatory bodies approvals and the completed is expected for 2024. Upcoming Dividend • May 12
Upcoming dividend of €70.50 per share at 7.8% yield Eligible shareholders must have bought the stock before 19 May 2023. Payment date: 23 May 2023. Trailing yield: 7.8%. Within top quartile of French dividend payers (5.3%). In line with average of industry peers (7.4%). 공시 • Dec 16
Indosuez Wealth Management Appoints Marc-Andre Poirier as CEO for Switzerland CFM Indosuez Wealth Management SA has announced that it has appointed a new CEO for Switzerland. Marc-Andre Poirier has been appointed to the position. He will also take over as senior country officer for the Credit Agricole (ACA.PA) group in Switzerland. In the position, Poirier will be responsible for the management and development of the wealth management business in Switzerland, Asia, and the Middle East. He had joined the Credit Agricole group in 2007 as senior country officer. Board Change • Nov 22
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Chairman of the Board Éric Vial was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Aug 29
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. Director Éric Vial was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • May 13
Upcoming dividend of €43.30 per share Eligible shareholders must have bought the stock before 20 May 2022. Payment date: 24 May 2022. Trailing yield: 4.6%. Lower than top quartile of French dividend payers (5.0%). Lower than average of industry peers (7.7%). Board Change • Apr 28
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Director Catherine Galvez was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Buying Opportunity • Feb 01
Now 24% undervalued Over the last 90 days, the stock is up 3.4%. The fair value is estimated to be €1,207, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last year. Earnings per share has declined by 56% over the last year. Board Change • Jan 25
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Director Catherine Galvez was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Dec 02
Upcoming dividend of €35.00 per share Eligible shareholders must have bought the stock before 09 December 2021. Payment date: 13 December 2021. Trailing yield: 2.3%. Lower than top quartile of French dividend payers (4.1%). Lower than average of industry peers (3.3%). Board Change • Oct 27
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Director Catherine Galvez was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Sep 10
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Director Bertrand Corbeau was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • May 18
Upcoming dividend of €20.27 per share Eligible shareholders must have bought the stock before 25 May 2021. Payment date: 27 May 2021. Trailing yield: 2.1%. Lower than top quartile of French dividend payers (3.8%). Lower than average of industry peers (3.2%).