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

Financial Intermediaries

Are you a regulated financial intermediary, asset management company, family office(1) or financial investment advisor, wishing to offer investment products, private banking services and fiduciary and reporting solutions to your clients? Societe Generale Private Banking can help you meet their needs and develop your business*.

Understand your needs

As an independent asset manager, you wish to offer your clients an irreproachable level of service, combining professionalism, proximity, trust and transparency.

Societe Generale Private Banking's experts put all their know-how at your disposal to identify, with you, the financial solutions best suited to your challenges and your clients' needs. A dedicated team, committed to support you at all times, works with you to build your clients' wealth management strategy by mobilising all the necessary experts at key moments in their lives: 

  • Organization of your clients' assets at key moments in their lives (remarriage, succession, acquisition or sale of a business...)
  • Financing their projects
  • Managing their investments
  • Diversification (art**, philanthropy, vineyards**)

We position ourselves as a true partner of your business through a service offering that complements your expertise with a wide range of tailor-made solutions. You thus maintain an exclusive and privileged relationship with your clients.

 

(1)private organization designed to hold and control the assets of one or a few families.

Why trust us?

Be supported by a team of experts dedicated to independent asset managers.

Capitalise on our experience and knowledge of our various markets, with clients based mainly in Europe, the Middle East and Latin America.

We offer you a single point of entry (the Relationship Manager) in charge of providing you with a comprehensive, integrated and tailor-made service. In particular, professional investors benefit from direct access to the dealing room.

Benefit from an exclusive and complete range of solutions and services enabling you to maintain your independence, while having access to all markets.

Draw on all the skills of the Societe Generale Private Banking business line and the strength of the Societe Generale Group to access the best expertise.

Important information

 

 

WARNING:

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, nor does it constitute personalised insurance advice or recommendation, nor does it constitute a solicitation of any kind, nor does it constitute legal, accounting or tax advice from any entity belonging to Societe Generale Private Banking.

The information contained herein is provided for information purposes only, is subject to change without prior notice, and is intended to communicate elements that may be useful in making a decision. Any information on past performance that may be reproduced in no way guarantees future performance.

The wealth and financial solutions, offers, products, services and activities mentioned in this document depend on the personal situation of each client, the legislation applicable to them and their tax residence. It is the potential investor's responsibility to ensure, with his or her legal and tax advice, that he or she complies with the legal and regulatory provisions of the jurisdiction concerned. This publication is in no way intended for distribution in the United States, nor to a US tax resident, nor to any person or jurisdiction for which such distribution would be restricted or illegal.

The offer presented may not be adapted or authorised within all Société Générale Private Banking entities. Furthermore, access to some of these products, services and solutions is subject to conditions, in particular eligibility.

Before subscribing to any investment service, financial product or insurance product, the potential investor (i) must familiarise himself with all the information contained in the detailed documentation of the service or product under consideration (prospectus, regulations, articles of association, document entitled "key information for investors", term sheet, information memorandum, contractual terms and conditions, etc.), in particular those relating to the associated risks; and (ii) consult his legal and tax advisors to assess the legal consequences and tax treatment of the product or service under consideration. His private banker is also at his disposal to provide him with further information, to determine with him whether he is eligible for the envisaged product or service which may be subject to conditions, and whether it meets his needs.

Consequently, no entity within Societe Generale Private Banking can be held liable for any decision taken by an investor based solely on the information contained in this document.

This document is confidential, intended exclusively for the person to whom it is given, and may not be communicated or brought to the attention of third parties, nor may it be reproduced in whole or in part, without the prior written consent of Societe Generale Private Banking.

Société Générale Group maintains an effective administrative organisation that takes all necessary measures to identify, control and manage conflicts of interest. To this end, Societe Generale Private Banking has implemented a policy to manage and prevent conflicts of interest. For further details, Societe Generale Private Banking customers may refer to the policy on the management of conflicts of interest available on request from their private banker.

Societe Generale Private Banking has also set up a policy for handling complaints made by its customers, which is available on request from their private banker or on the Societe Generale Private Banking website.

This document is issued by Societe Generale, 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 number 07 022 493, orias.fr. Societe Generale is a French public limited company with capital of EUR 1,066,714,367.50 at August 1, 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. Further details are available upon request or on www.privatebanking.societegenerale.com.