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

 

Trading Rooms and Private Banking: Definition and Challenges - Expert Views

Our "Expert Views" video explaining the role and stakes of the Trading Room for the Private Banking activity. By our SGPB expert Jonathan McKenzie, Head of Prime Market Access Team at SGPB Luxembourg.

What is a trading room?


The trading room gathers all the services and staff required by authorised financial institutions to operate on the markets. It is generally arranged into "desks”, or teams that specialise in a particular product or type of client, and is the intermediary between investors and the financial markets.
The trading room provides a host of services, the most important being that it can handle an extensive range of financial products: securities (equities, bonds), currencies, listed derivatives (listed options, futures), as well as customised products (structured products, OTC derivatives)(1).   It is the nerve centre of all transactions executed on the market, whether on behalf of large corporations for the investment bank, or smaller entities and private individuals for the private bank. 

Making the private bank tick

All private banks require the services of a trading room, not least to execute their clients’ orders. Some private banks choose to delegate the management of their orders to outside trading desks, while others keep their desks in-house. Either way, all the bank’s client transactions transit through the trading room. This makes it all the more important to enhance best execution in terms of the speed of trades and access to competitive prices.
This is not the only challenge trading rooms face: they must develop their network of brokers and counterparties to provide as much liquidity as possible, and therefore the best possible price for each financial product; while also automating and streamlining order execution.
Other than dealing across all asset classes, trading rooms converge numerous key expertise to serve the private bank’s widely diverse clients and meet their specific needs. Certain professional clients, for example family offices(2), require specialist expertise for every asset class. They therefore require direct access to the trading room. These clients also have specific needs for structuring more complex products, such as structured products and derivatives, and accessing leverage(3)  via dedicated financing.  This calls for careful monitoring in terms of their risk management. 
Other clients, such as financial intermediaries (FIMs), have much higher transaction volumes. They will choose to automate the transmission of their trades, which means providing tools that asset managers can use to capture trades directly, or establishing an electronic communications protocol (such as the FIX protocol(4)) between the asset manager’s portfolio management system(5)  and the trading room systems. Trade flows are therefore automated, from the capture of the asset manager’s instruction, through to execution on the market and settlement on the account, without any human intervention. 

Societe Generale Private Banking's expertise

Societe Generale Private Banking offers two complementary points of direct access to its trading room in Luxembourg:
-    Prime Market Access caters to professionals clients(6) who are very active on the markets, such as family offices or investment professionals. It provides direct access to specialists in the trading room from 8 a.m. to 10 p.m., and provides the technical assistance and financial expertise of an investment bank, and the tailor-made support of a private bank.
-    Direct Market Access caters to Financial Intermediaries (FIMs). It provides an integrated execution platform with the option of automating trade flows using solutions including the FIX protocol.
For more information on the workings of trading rooms, speak to you private bank, Societe Generale Private Banking.


(1)  Derivatives are financial instruments whose price is determined by the value of the underlying financial asset. Investors use derivatives to hedge against negative fluctuations in the underlying value, or to speculate on its value. Listed derivatives are traded on regulated markets (such as stock markets) while “over-the-counter” or OTC derivatives are traded directly between two parties.

(2) A family office is a structure that oversees the financial wealth management of one or many high net-worth families. It usually provides the full spectrum of experts (portfolio managers, legal advisors, tax analysts) to successfully carry out its mission. 

(3) Leverage refers to the use of debt in order to increase a structure’s investment capacity.

(4) The Financial Information eXchange (FIX) is a fast and secure electronic messaging standard developed to facilitate the exchange of information on stock market transactions. It is designed to automate communications between trading partners.

(5) A PMS or portfolio managing system is an IT infrastructure that simplifies and centralises client portfolio management.

(6) Professional clients are clients who have the requisite experience, knowledge, and skills for making their own investment decisions and adequately evaluating the risks incurred. The categorisation of a professional client as such is governed by MiFID II in accordance with specific criteria.

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