Access to Exclusive Solutions:
Benefit from investment solutions and services reserved for our privileged clients.
Your Wealth: Enhancement & Transfer
At Societe Generale Private Banking, we understand that your wealth reflects your history, the culmination of your efforts and the expression of your choices. That is why we offer bespoke wealth management services to support you in preserving, enhancing and transferring your wealth, in full alignment with your values and those of your family.
What is Wealth Management?
Wealth management is much more than a simple financial service. It is a comprehensive approach that includes financial planning, asset management, taxation, estate planning and even philanthropy. Our experts listen closely to your needs and support you in structuring and enhancing your wealth in line with your aspirations, at every key stage of your personal and professional life: remarriage, inheritance, acquisition or sale of a business, IPO, transfer or sale of your company, retirement, etc.
Our services
Organize my succession planning
You want to help your children, protect your spouse or support a project by setting up a wealth strategy ?
You want to help your children, protect your spouse or support a project by setting up a wealth strategy ?
Economy
You want to help your children, protect your spouse or support a project by setting up a wealth strategy ?
Organize my succession planning
Protect my family & wealth
You want to make sure your wealth will be properly transferred to your family if you suffer an accident or a premature...
You want to make sure your wealth will be properly transferred to your family if you suffer an accident or a premature...
Economy
You want to make sure your wealth will be properly transferred to your family if you suffer an accident or a premature death ? Our teams of engineers can help you devise the best way to protect your loved ones.
Protect my family & wealth
Generate additional income
You want to maintain your lifestyle despite a fall in revenue ?
You want to maintain your lifestyle despite a fall in revenue ?
Investing the proceeds of a company sale or transfer
You just sold your company or pass it on to your family ? We can help you invest the proceeds.
You just sold your company or pass it on to your family ? We can help you invest the proceeds.
Economy
You just sold your company or pass it on to your family ? We can help you invest the proceeds.
Investing the proceeds of a company sale or transferWealth Assessment
Comprehensive and in-depth analysis and valuation of your assets and liabilities to establish a clear diagnosis and define a bespoke financial strategy tailored to your objectives.
Portfolio Construction
Creation of a diversified portfolio aligned with your risk profile and your return expectations.
Estate Planning
Anticipation and legal and tax structuring of the transfer of your wealth, ensuring the long-term protection of your family.
Philanthropic Engagement
Tailored support to give meaning to your wealth, transform your convictions into sustainable actions and structure projects aligned with your values and aspirations.
A Tailored Approach
We know that each client is unique. That is why our team of experts and private bankers takes the time to get to know you, in order to adapt our strategies to your needs and to the evolution of your situation. We organise regular meetings to ensure we remain fully aligned with your objectives at all times.
The Advantages of Choosing Societe Generale Private Banking
Expertise at Your Service: Receive informed advice and high-level expertise to guide your financial decisions.
Guaranteed Confidentiality: Your privacy is our priority. We ensure a high level of discretion in the management of your financial affairs.
Building a wealth strategy requires a long-term vision and trusted support. At Societe Generale Private Banking, our experts stand by your side to offer tailored and personalised solutions and help you achieve your objectives.
Contact Us
Would you like to structure or transfer your wealth? Our experts are at your disposal to advise you. Contact us today.