Private clients Financial intermediaries

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 42 14 20 00 (9am - 5pm)
Luxembourg : +352 47 93 11 1 (8:30am - 6pm)
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 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 Bieneke Russon, the Data Protection Officer of Societe Generale Bank & Trust Luxembourg by phone : +352-47.93.93.11.5046 or by sending an email to the following address : lux.dpooffice@socgen.com.

Please contact Julien Garnier, 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 Omar Otmani, the Data Protection Officer of Societe Generale Private Banking Switzerland by sending an email to the following address : sgpb-gdpr.ch@socgen.com.

You need to make a claim?

 Any claim addressed to Societe Generale Private Banking France should be sent by e-mail to the following address : FR-SGPB-Relations-Clients@socgen.com or by mail to : 

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

The Bank will acknowledge your request within 10 days after receipt and provide a response to your claim within 60 days of receipt. If your request requires additional processing time (e.g. if it involves complex researches…), the Bank will inform you by mail. 

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

 

The Societe Generale Group’s Ombudsman

The Societe Generale Group’s Ombudsman can be contacted by the following website : mediateur.societegenerale.fr  or by mail :

Le Médiateur auprès de Société Générale
17 Cours Valmy 
92987 PARIS LA DEFENSE CEDEX 7
France

In reviewing any matter, the Ombudsman undertakes the consideration of both the client’s and the bank’s point of view, evaluates arguments from each of the parties and makes a decision in all fairness.

The Group’s Ombudsman will respond to you directly within two months of receipt of the written submissions of the parties relating to the claim.

 

The Ombudsman of the AMF

The Ombudsman of the Autorité des Marchés Financiers (AMF) can be contacted at the following address :

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


The Insurance Ombudsman

Please contact the Insurance Ombudsman : contact details must be mentioned in your insurance contract.

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

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

The Bank will acknowledge your request within 10 days and provide a response to your claim within 30 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-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 SGBT Division responsible for handling claims, at the following address:

Corporate Secretariat of Societe Generale Bank & Trust
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 Bank & Trust's supervisory authority, the Commission de Surveillance du Secteur Financier (Financial Sector Supervisory Commission) :

By mail: 283, Route d’Arlon L-1150 Luxembourg
By e-mail: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 days after receipt and provide a response to your claim within 10 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-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 : 

Secrétariat Général de Societe Generale Private Banking Monaco 
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

Like the entire financial ecosystem, Private Equity is more and more integratring the stakes of Socially Responsible Investment to respond to the growing consideration of sustainable development issues.

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