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 - 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 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 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?

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 of its receipt 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 CS 151

75 422 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 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 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

 

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.