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

 

Private Equity and Sustainability

To respond to the growing consideration of sustainable development issues, and like the entire financial ecosystem, Private Equity (or private equity) is more and more integrating the stakes of Socially Responsible Investment(1). Over the past decade, many European Private Equity managers have been taking into account environmental, social and governance criteria, known as ESG, and have tended to generalize to all players in this asset class.

Recall that investing in Private Equity consists in taking equity interests in unlisted companies at different stages of their development. Therefore, a sustainable investment in Private Equity implies that the selected companies are themselves committed to the challenges of sustainable development. The role of managers, when analysing the business model of the companies studied, is to assess their level of commitment to these issues.

As very often majority shareholders, Private Equity funds benefit from a privileged relationship with business leaders and can invest directly with them for several years to instill a responsible commitment and influence decision-making. Initially adopted as part of a risk reduction approach, ESG criteria are now seen as a lever for creating sustainable value(2).

In order to guide investments and combat “greenwashing”, an abusive practice of using ESG terminology to market renewable strategies that are not really renewable, two sustainable finance regulations have recently been introduced:

  • SFDR(3) regulations on sustainable development in the financial services sector. This regulation concerns the publication of sustainability information in the financial services sector.

  • The Taxonomy(4) regulation, establishing a framework to facilitate investments in phase with the energy transition to fight against global warming. Taxonomy aims to define a common alphabet for classifying sustainable activities.

What about Societe Generale Private Banking?

A Societe Generale Private Banking, we integrate ESG criteria into our Private Equity fund selection policy. These criteria are studied as part of due diligence(5) conducted on the funds upstream of their listing and marketing. Such an analysis allows us to understand the processes put in place by management companies and to evaluate their motivation and beliefs on these subjects.

We can count on the evolution of our partners' practices towards more sustainability:

  • Many management companies in Europe have already put in place ESG policies with referents in charge of formalising the analysis process, setting up improvement plans and monitoring their achievements.

  • The development of private equity impact funds(6) is also observed and contributes to the evolution of the asset class in this area. An impact fund is a fund that combines two main objectives: achieving profitability and having a social, societal or environmental impact.

After a thorough analysis conducted on the emerging market of sustainable and impact funds, and in order to expand our offer of Private Equity, we are working on the referencing of this type of solutions, focusing in priority on environmental issues, to better meet the demands of our meaning-seeking investors.


 

(1) A socially responsible investment is an investment that incorporates ESG (environmental, social and governance) criteria, while aiming for economic performance.

(2) Source: How can transformation drive sustainable value creation? - EY, 2021

(3) SFDR: Sustainable Finance Disclosure Regulation – article 8 (sustainable) or article 9 (impact). SFDR regulations are available here.

(4) Taxonomy Regulation available here.

(5)  Due diligence: a set of verifications by an investor for a transaction.

(6) Article 9 of the SFDR Regulation.

Would you like to discuss this subject further with us?

This document, of an advertising nature, has no contractual value. Its content is not intended to provide an investment service, it does not constitute investment advice or a personalised recommendation on a financial product, or a personalised advice or recommendation on insurance, or a solicitation of any kind, legal, accounting or tax advice from Societe Generale Private Banking France.

The information contained is for information purposes only, may be modified without prior notice, and is intended to communicate information that may be useful for decision-making. Any information on past performance reproduced does not guarantee future performance.

Before any investment service, financial product or insurance product is subscribed, the potential investor (i) must be aware of all the information contained in the detailed documentation of the proposed service or product (prospectus, regulations, articles of association, document entitled “key information for the investor”, term sheet, information notice, contractual conditions, etc.), particularly those related to the associated risks; and (ii) consult their legal and tax advice to assess the legal consequences and tax treatment of the proposed product or service. Their private banker is also at his disposal to provide them with further information, to determine with them whether they are eligible for the envisaged product or service which may be subject to conditions, and whether they meets their needs.  Consequently, Societe Generale Private Banking France cannot be held responsible under any circumstances for any decision taken by an investor based solely on the information contained in this document.

Future performance forecasts are based on assumptions that may not materialize. The scenarios presented are estimates of future performance, based on past information on how the value of an investment varies and/or current market conditions, and are not accurate indications. The return obtained by investors will have to vary according to the market performance and the duration of the investment’s retention by the investor. Future performance may be subject to tax, which depends on the personal situation of each investor and is likely to change in the future.

For a more complete definition and description of risks, please refer to the product prospectus or, where applicable, to other regulatory documents (if applicable) prior to any investment decision.

This document is confidential, intended exclusively for the person to whom it is given, and may not be communicated or disclosed to third parties, or reproduced in whole or in part, without the prior written consent of Societe Generale Private Banking France. For more information, click here