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Advice & Services

Advice & Services

Our Wealth Management approach
Whatever your wealth management needs, you can be certain that our skills and energy will be focused on one goal: with...
Tailored made services
Whatever your wealth management needs, you can be certain that our skills and energy will be focused on one goal: with team spirit at our core, we are a bank united in the interest of your wealth.
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Wealth Planning
A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long-term and for...
Wealth planning
A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long-term and for current and future generations. Our wealth planning team can help you whether you need a thorough review of your finances, or need specific advice on a particular aspect of your wealth planning needs.
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Investment Services
You need a style of wealth management that meets your needs. Your private banker will help you choose between our three...
Advisory services
You need a style of wealth management that meets your needs. Your private banker will help you choose between our three management approaches to find the one most suited to the time you have available and to the degree of direct involvement you want to have.
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Asset Allocation Tool
In order for you to assess the adequacy of your current asset allocation, Societe Generale’s financial engineers, with...
Investment strategy
In order for you to assess the adequacy of your current asset allocation, Societe Generale’s financial engineers, with the assistance of its private bankers, have created a dynamic reallocation tool.
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Financial Intermediaries
If you are a regulated financial intermediary such as a wealth management company, single or multi-family office or a...
Financial services
If you are a regulated financial intermediary such as a wealth management company, single or multi-family office or a fee based financial planning practice and require an extensive investment, private banking, fiduciary and reporting solution for your high net worth clients, we can help. We offer this service in Switzerland, Belgium, Luxembourg, Singapore,...
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