Your estate is at the heart of our concerns. You wish to protect it, make it grow, and pass it on under the best possible conditions... we can help you to achieve your objectives by offering solutions which combine performance and security, rigour and creativity.

A tailor-made approach

Working hand-in-hand with your existing contacts (chartered accountants, lawyers...), our adviser will prepare investment strategies according to your needs and objectives, relying on the professionalism and expertise of our teams of tax lawyers and of specialists in financial engineering, asset management, financing...

Attentive to your objectives and constraints, your wealth management adviser helps you to put together, in total confidence, the financial planning that best meets your expectations. A keen observer of the economic, legal and fiscal environments, he adapts this strategy to the changes in your situation and needs over the years. He is there to help you anticipate and prepare your important decisions as early as possible.

With the help of our specialists (financial planners, portfolio managers, specialists in structured products, economic and financial analysts...), your adviser will be able to provide you with tailor-made solutions adapted to the most complex situations.

Diversification: a key factor

In order to limit the risk of excessive fluctuations within a portfolio containing only a single asset class (equities, for example), it is necessary to diversify one’s assets amongst various types of investments : equities, bonds, money market assets, real estate, alternative management… At SG Private Banking, one of our priorities is the diversification of your estate, both on a geographic and sector basis. As such, your adviser will suggest the distribution of your investments in keeping with your yield objectives and the desired investment horizon.

Ethics at SG Private Banking

Société Générale Group is a member of the Wolfsberg Group, which has prepared a series of principles and “best practices” with regard to the fight against money laundering. Together with other major world-wide financial institutions, Société Générale Group has therefore undertaken to follow the directives established with the anti-corruption organisation Transparency International (TI).