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.

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)

You would like to contact us about the protection of your personal data?

Please contact the Data Protection Officer of Societe Generale Private Banking France by sending an email to the following address: protectiondesdonnees@societegenerale.fr.

Please contact the Data Protection Officer of Societe Generale Luxembourg by sending an email to the following address: lux.dpooffice@socgen.com.

For customers residing in Italy, please contact BDO, the external provider in charge of Data Protection, by sending an email to the following address: lux.dpooffice-branch-IT@socgen.com

Please contact the Data Protection Officer of Societe Generale Private Banking Monaco by sending an email to the following address: list.mon-privmonaco-dpo@socgen.com

Please contact the Data Protection Officer of Societe Generale Private Banking Switzerland by sending an email to the following address : ch-dataprotection@socgen.com

You need to make a claim?

Societe Generale Private Banking aims to provide you with the best possible quality of service. However, difficulties may sometimes arise in the operation of your account or in the use of the services made available to you.

Your private banker  is your privileged contact to receive and process your claim.

 If you disagree with or do not get a response from your advisor, you can send your claim to the direction  of Societe Generale Private Banking France by email to the following address: FR-SGPB-Relations-Clients@socgen.com or by mail to: 

Société Générale Private Banking France
29 boulevard Haussmann CS 614
75421 Paris Cedex 9

Societe Generale Private Banking France undertakes to acknowledge receipt of your claim within 10 (ten) working days from the date it is sent and to provide you with a response within 2 (two) months from the same date. If we are unable to meet this 2 (two) month deadline, you will be informed by letter.

In the event of disagreement with the bank  or of a lack of response from us within 2 (two) months of sending your first written claim, or within 15 (fifteen) working days for a claim about a payment service, you may refer the matter free of charge, depending on the nature of your claim, to:  

 

The Consumer Ombudsman at the FBF

The Consumer Ombudsman at the Fédération Bancaire Française (FBF – French Banking Federation) is competent for disputes relating to services provided and contracts concluded in the field of banking operations (e.g. management of deposit accounts, credit operations, payment services etc.), investment services, financial instruments and savings products, as well as the marketing of insurance contracts.

The FBF Ombudsman will reply directly to you within 90 (ninety) days from the date on which she/he receives all the documents on which the request is based. In the event of a complex dispute, this period may be extended. The FBF Ombudsman will formulate a reasoned position and submit it to both parties for approval.

The FBF Ombudsman can be contacted on the following website: www.lemediateur.fbf.fr or by mail at:

Le Médiateur de la Fédération Bancaire Française
CS 151
75422 Paris CEDEX 09

 

The Ombudsman of the AMF

The Ombudsman of the Autorité des Marchés Financiers (AMF - French Financial Markets Authority) is also competent for disputes relating to investment services, financial instruments and financial savings products.

For this type of dispute, as a consumer customer, you have therefore a choice between the FBF Ombudsman and the AMF Ombudsman. Once you have chosen one of these two ombudsmen, you can no longer refer the same dispute to the other ombudsman.

The AMF Ombudsman can be contacted on the AMF website: www.amf-france.org/fr/le-mediateur or by mail at:

Médiateur de l'AMF, Autorité des Marchés Financiers
17 place de la Bourse
75082 PARIS CEDEX 02
FRANCE


The Insurance Ombudsman

The Insurance Ombudsman is competent for disputes concerning the subscription, application or interpretation of insurance contracts.

The Insurance Ombudsman can be contacted using the contact details that must be mentioned in your insurance contract.

To ensure that your requests are handled effectively, any claim addressed to Societe Generale Luxembourg should be sent to:

Private banking Claims department
11, Avenue Emile Reuter
L-2420 Luxembourg

Or by email to clienteleprivee.sglux@socgen.com and for customers residing in Italy at societegenerale@unapec.it

The Bank will acknowledge your request within 10 working days and provide a response to your claim within 30 working days of receipt. If your request requires additional processing time (e.g. if it involves complex research), the Bank will inform you of this situation within the same 30-working day timeframe.

In the event that the response you receive does not meet your expectations, we suggest the following:

Initially, you may wish to contact the Societe Generale Luxembourg Division responsible for handling claims, at the following address:

Corporate Secretariat of Societe Generale Luxembourg
11, Avenue Emile Reuter
L-2420 Luxembourg

If the response from the Division responsible for claims does not resolve the claim, you may wish to contact Societe Generale Luxembourg's supervisory authority, the “Commission de Surveillance du Secteur Financier”/“CSSF” (Luxembourg Financial Sector Supervisory Commission):

By mail: 283, Route d’Arlon L-1150 Luxembourg
By email:
direction@cssf.lu

Any claim addressed to Societe Generale Private Banking Monaco should be sent by e-mail to the following address: servicequalite.privmonaco@socgen.com or by mail to our dedicated department: 

Societe Generale Private Banking Monaco
Middle Office – Service Réclamation 
11 avenue de Grande Bretagne
98000 Monaco

The Bank will acknowledge your request within 2 working days after receipt and provide a response to your claim within a maximum of 30 working days of receipt. If your request requires additional processing time (e.g. if it involves complex researches…), the Bank will inform you of this situation within the same 30-working day timeframe. 

In the event that the response you receive does not meet your expectations, we suggest to contact the Societe Generale Private Banking Direction that handles the claims by mail at the following address: 

Societe Generale Private Banking Monaco
Secrétariat Général
11 avenue de Grande Bretagne 
98000 Monaco

Any claim addressed to the Bank can be sent by email to:

sgpb-reclamations.ch@socgen.com
 

Clients may also contact the Swiss Banking Ombudsman: 

www.bankingombudsman.ch

 

How to respond to the quest for meaning of our private clients willing to delegate their management to us?

Why does SG 29 Haussmann believe in the importance of reconciling financial performance and ESG commitments(1)? What solutions does it offer to private clients seeking a discretionary management that reconciles financial performance and meaning?

The SRI shift

Committed to a more responsible economy, Societe Generale Private Banking's management company, SG 29 Haussmann(2) has made a profound transformation towards SRI(3) management in less than two years. Concerned with making the assets entrusted to us by our private clients grow, its managers of seek, first and foremost, to minimise the risks associated with their investment choices. Beyond financial criteria, the integration of ESG criteria specific to each company's ecosystem allows for a more detailed analysis of the structural challenges facing companies and their ability to rebound from both endogenous and exogenous factors. For SG 29 Haussmann, taking into account strict governance criteria has always been a matter of course; taking into account environmental and social issues has now become a must in the analysis of companies. "A company that is committed to sustainable development issues should be better positioned tomorrow to seize the opportunities of an economy in transition. Less exposed to ESG risks, it could be better valued than those that choose not to evolve," explains Valéry Nkake, Investment Director of SG 29 Haussmann. These convictions have been validated by the growing interest of the private bank's clients in combining the search for performance and the quest for meaning in the management of their assets.

Discretionary management incorporating sustainable development criteria

To meet the needs of our clients who wish to delegate their management and who also wish to integrate sustainable development issues into their investments, we have designed "29 Haussmann Signature ISR", a new discretionary management solution that responds to their quest for meaning, with the management teams of SG 29 Haussmann. The first discretionary management solution in France to be awarded the French government's SRI label (“Label ISR de l’Etat Français”), it covers most asset classes, geographical areas, capitalisation segments and investment themes. It benefits from the management company's allocation expertise and provides access to recognised SRI investment solutions through its conviction management teams, as well as from major asset management companies such as Mirova, DNCA and La Financière de l'Echiquier, Amundi or Blackrock(4).

SG 29 Haussmann's ambition is to integrate ESG criteria into all of its management activities, with the aim of opting for the most demanding standards in this area, notably those of the French government's SRI label. Today, more than 85% of the management company's collective funds have been awarded the SRI label, i.e. more than 17 funds. A total of €3 billion is now managed according to an SRI approach(5).

(1) ESG criteria = Environmental, Social and Governance criteria

(2) Approved by the Autorité des Marchés Financiers in 2007, SG 29 Haussmann, a subsidiary of the Société Générale Group, is the portfolio management company dedicated to managing the assets of Société Générale Private Banking France's clients.

(3) SRI = Socially Responsible Investment

(4) Amundi Asset Management Société par actions simplifiée (SAS) with a capital of 1 086 262 605 euros, registered in the Paris Trade and Companies Register under no. 437 574 452, whose registered office is at 90, boulevard Pasteur - 75015 Paris, approved as a portfolio management company under no. GP 04000036 by the Autorité des Marchés Financiers (AMF - 17 place de la Bourse, 75082 Paris Cedex 12), and an insurance broker registered with the ORIAS under no. 16006295

BlackRock is a registered trademark of BlackRock, Inc. and its subsidiaries ("BlackRock") and is used under license. BlackRock makes no representation or warranty regarding the advisability of investing in any product or the use of any service offered by Société Générale. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of any product or service offered by Société Générale. BlackRock (Netherlands) B.V. is a company registered in the Netherlands under number 17068311. Registered office: Amstelplein 1, 1096 HA, Amsterdam.

DNCA Finance is a limited partnership (SCS) with a share capital of 1 634 319,43 Euros, having its registered office at 19, place Vendôme 75001 Paris. DNCA FINANCE is registered with the Paris Trade and Companies Register under number B 432 518 041 and has been approved as a portfolio management company by the Autorité des Marchés Financiers under number GP 000-30 since 18/08/2000. Non-independent investment advisor within the meaning of the MIFID II Directive.

Mirova 210,845,72314, registered in the Paris Trade and Companies Register under number 394 648 216, with its registered office at 59 avenue Pierre Mendès France, 75013 Paris. Mirova is a portfolio management company approved by the Autorité des marchés financiers under number GP 02014, dated August 26, 2002.

La Financière de l'Echiquier 90,285,10 105 300, having its registered office at 53, avenue d'Iena, 75116 PARIS. La Financière de l'Echiquier, registered under number 352 045 454 in the Paris Trade and Companies Register, is approved as a portfolio management company by the AMF (Autorité des Marchés Financiers) under number GP 91-004, and is governed by the UCITS Directive 2009/65/EC.

Lyxor Asset Management (LAM) is a simplified joint stock company with a capital of 123 813 175 Euros, registered with the Nanterre Trade and Companies Register under the unique identification number 418 862 215 and the APE number: 652E. Registered office: Tours Société Générale, 17 cours Valmy, 92800 Puteaux. Intra-community VAT number: FR 604 1886 2215.

(5) Source: SG 29 Haussmann as at 30/07/2021

Would you like to discuss this subject further with us?

WARNING:

This document, of an advertising nature, has no contractual value. Its content is not intended to provide a discretionary management service, nor does it constitute advice with a view to subscribing to a management or arbitration mandate in the context of the management of a securities account or a life insurance/capitalization contract, nor does it constitute a solicitation of any kind, nor does it constitute legal, accounting or tax advice on the part of Société Générale Private Banking France and SG29 Haussmann, a management company dedicated to the private banking clients of the Société Générale Group, to which Société Générale Private Banking France has delegated the provision of the discretionary management service.

The information contained herein is provided for information purposes only, is subject to change without notice, and is intended to provide information that may be useful in making a decision. The information on past performance that may be reproduced in no way guarantees future performance. Société Générale Private Banking France and SG29 Haussmann make no commitment to update or modify this publication, which may become obsolete after it has been delivered.

Before subscribing to a management or arbitrage mandate, the private banker will determine, on the basis of the information provided by the potential subscriber and his or her investor profile, whether the latter is eligible for the envisaged service, which may be subject to conditions, and whether it meets his or her needs. The potential subscriber should also (i) take note of all the information contained in the detailed documentation of the envisaged service, in particular that relating to the associated risks; and (ii) consult his or her legal and tax advisors to assess the legal consequences and tax treatment of the envisaged service. It should be noted that Société Générale Private Banking France does not provide tax advice. Consequently, Société Générale Private Banking France and SG29 Haussmann cannot be held responsible for any decision taken solely on the basis of the information contained in this document.

In the event that this document is consulted by a non-French tax resident, it will be his or her responsibility to ensure, with his or her legal and tax advisors, that he or she complies with the legal and regulatory provisions of the relevant jurisdiction. This publication is not intended for distribution in the United States, to any U.S. tax resident, or to any person or jurisdiction where such distribution would be restricted or illegal.

This document is confidential, intended exclusively for the person to whom it is given, and may not be communicated or made known to third parties, nor reproduced in whole or in part, without the prior written consent of Société Générale Private Banking France and SG29 Haussmann.

Societe Generale Group maintains an effective administrative organization that takes all necessary measures to identify, control and manage conflicts of interest. To this end, Societe Generale Private Banking France and SG29 Haussmann have put in place a conflict of interest management policy to manage and prevent conflicts of interest. For more details, clients of Société Générale Private Banking France and SG29 Haussmann can refer to the conflict of interest policies available on request from their private banker.

Societe Generale Private Banking France and SG29 Haussmann have also put in place a policy for handling complaints from their clients, which is available on request from their private banker or on the Societe Generale Private Banking France website.

This document is issued by (i) Société Générale, a French bank authorised and supervised by the Autorité de Contrôle Prudentiel et de Résolution, located at 4 Place de Budapest, 75436 Paris Cedex 09, under the prudential supervision of the European Central Bank ("ECB") and registered with the ORIAS as an insurance intermediary under the number 07 022 493, orias.fr Societe Generale is a French société anonyme with a capital of EUR 1 066 714 367,50 as at 1 August 2019, whose registered office is located at 29 boulevard Haussmann, 75009 Paris, and whose unique identification number is 552 120 222 R.C.S. Paris, and by (ii) SG29 Haussmann, a management company approved by the Autorité des Marchés Financiers under the number GP 06000029, S.A. S with a capital of 2.000.000 €, having its head office in PARIS, 29 Boulevard Haussmann, registered in the PARIS Trade and Companies Register under the number B 450 777 008.

Further details are available on request or at www.privatebanking.societegenerale.com/ and https://SG 29haussmann.societegenerale.com.fr/fr/.