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

Setting up my philanthropic project

Understand your needs

At Societe Generale Private Banking, our goal is to promote and develop philanthropy by helping you structure your community-minded approach, maximise your impact on society and thus contribute to building a better world.

Philanthropy involves legal, wealth, family, strategic and fiscal issues. In this respect, it requires rigour and professionalism in both the project’s preparatory thought process and its execution.

Our team will be able to advise you in the drawing up of your project’s strategy, its implementation and the monitoring of your action. Our experts have a total of 41 years of experience in the finance and NGO sectors, and can thus assist you with all of your challenges.

We can also provide you, through the Fondation 29 Haussmann , with a turnkey solution if you want to support rigorously selected and monitored projects that help children in need.

Lastly, beyond your personal projects, we can also accompany family businesses in areas of patronage such as a tool for uniting employees and developing “affectio societatis”.

Why us ?

Our philanthropy experts will expose the challenges you face with your project.

You will learn more about the non-profit sector before taking action to make your project more efficient and impactful.

You will root your project in your personal and family values to give it a real meaning and make it sustainable.

You will build your project in keeping with your family, fiscal and wealth situation.

Step by step

#1

Analysis: detailed interviews with Societe Generale and independent philanthropy experts.

#2

Implementation: budget allocation, schedule, creation of a structure consistent with your project.

#3

Project lifecycle: our experts help you design a strategy (including a project selection tool) and assists you for as long as you deem necessary.

Did you know ?

  • The generosity of private individuals in Europe represents a market of over 24.4 billion euros a year.
  • 44.3% of Europeans donate, i.e. 149 million people.
  • Europe has 130,000 foundations with 433 billion euros in assets and 54 billion euros of annual spending.

 

Source: An overview of philanthropy in Europe : Observatory of the Fondation de France - 2015

Important information

The content provided on this page is for informational purposes only and is not contractually binding. It is not intended to provide investment advice or any other investment service and does 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 and/or transactions in pleasurable activities, such as philanthropy. The information set out above shall not be considered legal, tax or accounting advice. Societe Generale Private Banking shall under no circumstances be held liable for any decision taken by a reader on the basis of this information.

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 wealth management and financial solutions, offers, products, pleasurable goods and activities mentioned on this page depend on each client's personal situation, the legislation applying to him/her 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.

Find out more:

18
Dec
2024
Fondation 29 Haussmann - Lettre d'information - novembre 2024
This content is not available in English
Society & Environment
This content is not available in English
Fondation 29 Haussmann - Lettre d'information - novembre 2024
12
Dec
2024
At the heart of ESG analysis: assessing the competitiveness and risk-return of companies
Non-financial analysis, also known as ESG analysis (Environmental, Social, Governance), is essential for evaluating a...
Society & Environment
Non-financial analysis, also known as ESG analysis (Environmental, Social, Governance), is essential for evaluating a company's performance beyond its traditional financial indicators. It allows us to determine the current and future market positioning of a company in a constantly evolving world. When combined with financial analysis, it provides a more...
At the heart of ESG analysis: assessing the competitiveness and risk-return of companies
12
Dec
2024
Cross-article: Philanthropy and Solidarity Finance
Joint interview, Croisine Martin-Roland, Head of Philanthropic Support, and Jean-Christophe Jouannais, Sustainable...
Society & Environment
Joint interview, Croisine Martin-Roland, Head of Philanthropic Support, and Jean-Christophe Jouannais, Sustainable Finance Engineer at Societe Generale Private Banking.
Cross-article: Philanthropy and Solidarity Finance
12
Dec
2024
Green finance in the face of climate urgency
According to the Brundtland Report of 1987, sustainable development aims to meet the needs of the present without...
Society & Environment
According to the Brundtland Report of 1987, sustainable development aims to meet the needs of the present without compromising the ability of future generations to meet their own needs. It is based on three pillars: the environment, society, and the economy.
Green finance in the face of climate urgency
12
Dec
2024
Sustainable finance serving a responsible Future
Sustainable finance is a concept that integrates environmental, social, and governance (ESG) criteria into investment...
Society & Environment
Sustainable finance is a concept that integrates environmental, social, and governance (ESG) criteria into investment decisions. The goal of sustainable finance is to promote investments that contribute to sustainable economic development, environmental protection, and social well-being.
Sustainable finance serving a responsible Future