Societe Generale Private Banking offers you the opportunity to give more meaning to your assets by investing in solutions that go beyond the usual financial criteria to include the social dimension. This is assessed on the three pillars of Environment, Social and Governance (ESG).
Together we develop an appropriate investment strategy that suits you, analysing in detail all your investment needs such as your risk tolerance, performance objectives and sustainability investment preferences.
Our experts will be able to help you decipher the themes that most affect you, such as the biosphere, social and economic issues.
Discretionary
How to access extra-financial information to select securities correctly? How is my portfolio aligned with an approach to progress on ESG issues? How can I be sure to invest only in securities that promote a sustainable economy that respects people and the environment? Beyond financial issues, there are many questions for the responsible investor.
If you have neither the time nor the knowledge on these issues, you may choose to entrust the management of your assets to a financial market expert who also has knowledge of socially responsible investment (SRI). He or she will introduce you to Societe Generale Private Banking's responsible management approach.
Advisory
We provide you with the expertise you need to make the best investment decisions, while allowing you to maintain control of your portfolio.
Our open-architecture model gives you access to sustainable investment across all asset classes as well as the best sustainable investment solutions.
This way, you remain in control of your decisions while benefiting from our advice on responsible management, which we adapt to your needs and your investor profile. An investment expert with access to extra-financial information guides you in the implementation of your strategy, then accompanies you on an ongoing basis and suggests potential adjustments to your portfolio(*).
(*) These products include a donation to partner associations fighting against cancer, poor housing, unhappy childhood or supporting the disabled.