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Wealth management solutions

Traditional Funds

We provide you with access to over 200 funds, all through our trademark open architecture. Our Fund Solutions centre of expertise rigorously selects the best funds available and works in partnership around 100 renowned asset management companies, ranging from large fund providers to independent and boutique managers specialising in niche markets. As such, you not only have access to the world’s top managers but also to all asset classes, investment themes and sectors.

Best of Breed Funds

Our open architecture platform gives access to well in excess of 60,000 funds domiciled in the world’s major onshore and offshore centres. Early 2000, Societe Generale Private Banking set up a centre of expertise - Fund Solutions - dedicated to fund selection. Since then, Fund Solutions has built partnerships with over 140 leading Fund Providers, ranging from large international fund houses to independent and boutique managers specialising in niche markets.

Using a combination of in-house quantitative tools and a qualitative approach, Societe Generale Private Banking have built a robust and successful research process culminating in the selection of funds covering all asset classes, investment themes, and sectors. The offering is comprehensive as demanded by a varied and sophisticated clientele.

Why Open Architecture?

As the most talented fund managers do not all work for the same fund provider it is key to have access to the whole market. Fund Solutions’ commitment to open architecture makes it possible to access the best of breed managers internationally. This approach allows the team to select the most appropriate manager for the asset class or investment theme being researched and enables Fund Solutions to deliver first class funds to private clients and strategic partners including fiduciaries and asset managers.

A wide range of best-of-breed funds available

Fund solutions offers a wide range of investment products from boutique-like capabilities to well established investment firms.

Equities

  • A full spectrum of investment approaches: quantitative, fundamental, top-down, bottom-up
  • Various investment styles: growth, value, etc.
  • Different capitalisations: small, mid, large caps
  • Different sectors (regional, global) or themes (agriculture, energy, etc.)
  • Fixed Income

  • Global or regional funds
  • From sovereign debt funds to corporate bonds and high yield funds
  • Different maturities and/or issuer’s credit ratings
  • Mixed Assets

  • Primarily a mix of bonds and equities<
  • Global or Regional
  • Different investment styles: diversified funds, flexible funds, absolute return funds
  • Different risk levels depending on the allocation between equities and bonds.
  • Money Market

  • Short-term investments by essence
  • Invest in money market instruments and other interest-bearing securities with short maturities and high credit ratings like time deposits, floating-rate notes or bonds with a short residual term.