Discretionary
- A turnkey solution enabling your portfolio to be managed and monitored on a daily basis by a financial market professional.
- A broad choice of mandates depending on your investment strategy, risk tolerance and specific requirements.
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Once we have discussed your risk tolerance, targeted returns and preferences, we can define the right investment strategy, looking through a wide range of asset classes and innovative investment solutions. Our involvement will depend on the portfolio management option you choose as explained below.
You give our experts full control over your portfolio by lack of time or expertise. You delegate your investment decisions to our experts. Whenever the market shifts, they adjust your portfolio in accordance with the strategy you defined.
Our experts advise you and you decide whether to follow their recommendations. We help you make the right decisions, but you remain in the driver’s seat. We assist you throughout the investment process:
You make your own investment decisions and only use us to place your orders. You place your orders through your private banker or via our e-banking platform. For any complex request, you can talk to our team of execution specialists and entrust your transactions to them.
If you are a financial market professional and wish to retain your freedom of choice to manage and optimise your portfolio, you are granted special access to our trading floor. At all times, you can count on the support of top-tier professionals. Societe Generale Private Banking has set up Prime Market Access (PMA), a trading floor dedicated to private banking clients who are professionals or are very active on financial markets.
Discretionary
Advisory
Execution only
We assess your experience of financial investments and your risk tolerance.
We discuss your targeted return and your desired level of involvement.
You choose how your portfolio is managed.
30 trillion USD of assets under discretionary or advisory management.