Become a client

Are you a client? You should contact your private banker. 
You are not a client but would like to have more information about Societe Generale Private Banking? Please fill in the form below.

* Mandatory fields

Local contacts

France: +33 (0)1 53 43 87 00 (9am - 6pm)

Luxembourg: +352 47 93 11 1 (8:30am - 5:30pm)

Monaco: +377 97 97 58 00 (9/12am - 2/5pm)

Switzerland: Geneva +41 22 819 02 02 & Zurich +41 44 218 56 11 (8:30am - 5:30pm)

Claims

Boost my wealth

Understand your needs

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.  

 

Discretionary 

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.

 

Advisory

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:

  1. We help you define the investment strategy best matching your risk tolerance and investment horizon.
  2. Our investment advisors help you build a portfolio reflecting your market convictions.
  3. You can monitor your portfolio’s return any time and are advised to adjust your asset allocation whenever necessary. You also receive market news regularly.

 

Execution only

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.

Why us ?

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.

Advisory

  • Advice that matches your requirements. You benefit from the expertise of our asset allocation team and investment product specialists.
  • Recommendations from our experts. You choose your degree of involvement based on your availability.
  • Possibility to create customised portfolios, with access to the full range of investment products on all asset classes.

Execution only

  • Autonomy regarding investment decisions.
  • Optimisation of the quality and speed of execution of your orders.
  • Technical support regarding the execution of your orders, with exclusive access to our trading floor.

Step by step

#1

We assess your experience of financial investments and your risk tolerance.

#2

We discuss your targeted return and your desired level of involvement.

#3

You choose how your portfolio is managed.

Did you know ?

30 trillion USD of assets under discretionary or advisory management.

What are the risks ?

 

Discretionary : Performance is not guaranteed - Possible total or partial loss of capital - No intervention prior to the investment choices.

Advisory : Performance is not guaranteed - Possible total or partial loss of capital - Advice limited to our investment universe.

Execution : Possible total or partial loss of capital.

Important information

The content provided on this page is for informational purposes only and is not contractually binding. The materials contained herein are not intended to provide investment advice or any other investment service and do not constitute a personal recommendation, advice, or an offer from Societe Generale Private Banking to purchase, sell or subscribe to investment services and/or financial products and/or investments in the aforementioned asset class. Some of the products, services and solutions described can carry various risks and involve the potential loss of the entire invested amount, if not theoretically unlimited loss. As such, they are reserved for a certain category of investors and/or adapted solely for informed investors who are eligible for such products, services and solutions. The information set out above shall not be considered legal, tax or accounting advice.

The wealth management and financial solutions, offers, products, services and activities mentioned on this page depend on each client’s personal situation, the legislation applying to them, and their tax residence. Consequently, the offer presented may not be eligible for implementation, adaptation or approval at all of the Societe Generale Private Banking entities and must comply with Societe Generale Group's Tax Code of Conduct. Furthermore, access to some of these products, services and solutions is subject to specific conditions, notably in respect of eligibility.

Please contact your private banking adviser to check that these offers meet your needs and are suited to your investor profile (knowledge, experience in investment, financial situation, including ability to withstand losses, and investment objectives, including risk tolerance).

Societe Generale Private Banking shall under no circumstances be held liable for any decision taken by a reader on the basis of this information. Before Societe Generale Private Banking can provide a potential investor with an investment service and/or a subscription to financial products, the investor must first be made aware of, understand and sign the related informative and contractual documentation, notably in respect of the associated risks (prospectus, Key Investor Information Document, Term Sheet, etc.). The potential investor must not base his/her investment decision and/or give investment instructions solely on the basis of this document.

All Societe Generale Private Banking entities reserve the right not to update or amend this document and shall accept no liability in this regard. The present document has the sole aim of informing investors, who will make their investment decisions without overly relying on this publication. The Societe Generale Private Banking entities shall under no circumstances be held liable for the accuracy, relevance or exhaustiveness of this information. The Societe Generale Private Banking entities give no explicit or implicit guarantees as to the accuracy or exhaustiveness of this information or of the profitability or performance of any asset class, country or market.

This document is not intended as a list or summary of all the terms and conditions pertaining to financial products, nor to identify all or some of the risks that may be involved in the acquisition and/or sale of a financial product/investment in any of the aforementioned asset classes.

The historical data and the information and opinions herein have been obtained from, or are based upon, external sources that Societe Generale Private Banking entities believe to be reliable but have not been independently verified. The Societe Generale Private Banking entities shall under no circumstances be liable for the accuracy, relevance or exhaustiveness of this information. Information provided on past performance, even repeated performances, is in no way a guarantee of future performance and may not be repeated. The value of an investment is not guaranteed and the value of investments may fluctuate. These forecasts about future performances are based on assumptions which may not be realised and do not therefore provide any assurance or guarantee with regard to the expected results of the investments in the aforementioned asset classes.

Generally speaking, Societe Generale Group companies may be market makers, conduct transactions involving the securities referred to on this page, and may provide banking services to companies whose asset classes are mentioned on this page, as well as the subsidiaries thereof. Societe Generale Group companies may, from time to time, conduct transactions, generate profits, hold securities or act as adviser, broker or banker in relation to these securities, or derivatives thereof, or in connection with the asset classes mentioned in this document. Societe Generale Group companies may, from time to time, acquire or liquidate positions on the securities, or the underlying assets (including derivatives), mentioned on this page or, where applicable, any other assets. Consequently, this may affect any returns for a potential investor either directly or indirectly. Societe Generale Group companies have no obligation to disclose this page or take it into account in providing advice or conducting transactions with a client or on behalf of a client. The administrative structure of the Societe Generale Group includes all safeguards needed to identify, control and manage conflicts of interest. To this end, Societe Generale Private Banking entities have implemented a conflict of interest management policy to prevent such conflicts of interest. For further details, Societe Generale Private Banking clients may refer to the conflict of interest management policy given to them by the Societe Generale Private Banking entity of which they are clients.