Société Générale supports clients in their banking journey with responsible and innovative financial solutions.
Société Générale Private Banking has developed fluid and transparent experiences for its customers to help them bank easily and independently, using integrated and efficient processes.
Société Générale Private Banking (SGPB) is the wealth management arm of French lender Société Générale and offers wealth management solutions and fiduciary services to entrepreneurs and high-net-worth-individuals (HNWI). Adopting a holistic approach to wealth management, the bank takes into consideration each client’s personal requirements and advises on the most suitable asset allocation.
SGPB has developed fluid and transparent experiences for its customers to help them bank easily and independently, using integrated and efficient processes. Solutions include the launch of Mon Patrimoine (My Wealth), an application developed with and for private banking clients in France. Using a single internet and mobile interface, the product offers customers a holistic view of their entire portfolio, regardless of whether it is housed at Société Générale or not.
DIGITAL INNOVATION
Additionally, the bank has developed Synoe, an in-house solution based on an innovative algorithm and natural language technology that enables investment advice to be digitally and automatically sent to eligible clients depending on their requirements, investor profile and their targeted investment portfolios. Meanwhile, developed in collaboration with clients, the Coach Financier application has been exclusively designed for clients that are looking to make their own investment decisions.
With customer-centric solutions defining the bank’s overall objectives, SGPB’s management team comes equipped with the resources to provide clients with results that match their strategy, market knowledge and risk profile. Customers can take advantage of personalised and diversified allocation across all asset classes, long-term monitoring of their investments and further benefit from the bank’s environmental and societal convictions. Dedicated wealth engineers assess the requirements of each HNWI and how to best achieve their goals. Société Générale delivers highly targeted solutions by matching a tailored strategy to the needs of every client.
CORPORATE PHILANTHROPHY
One of SGPB’s core missions is to inspire clients and help them build a meaningful and impactful philanthropy strategy for themselves and their family. Financial experts lead clients in every step of their philanthropic journey, identifying and nurturing their willingness to give back, crafting a tailor-made strategy, building the governance, involving all the generations within the family, and setting metrics to measure the impact of their generosity.
To help its clients donate to a good cause before or after their demise, SGPB has created 29 Haussmann, a foundation run under the aegis of Fondation de France. The organisation supports the implementation of solidarity projects devoted to children and young people and allows clients to benefit from dual expertise in wealth engineering and societal expertise.
Société Générale Private Banking has been recognised as the winner of the Outstanding Global Private Bank in Europe award and has been Highly Commended in the Outstanding Philanthropy Offering category at the Private Banker International Global Wealth Awards 2023.