Synoé is evolving to include structured products in its advisory offering
Take a look at our video to see how Synoé can work for you (available in French only)
The global economic landscape is shifting at a rapid pace. The uncertainty on the financial markets this creates makes investment guidance an important ally. This is why we created Synoé: a digital solution offering arbitrage advice for managing your assets, paired with a team of experts to advise you alongside your Private Banker. This year, Synoé is extending its advisory offering to structured products.
Interview with Omid Zafaranlou, Head of Digital & Active Investment Advisory at Societe Generale Private Banking France.
A graduate of the Sorbonne with a Master's degree in banking and finance, Omid began his career at SG Asset Management before joining the Group's sales and marketing team as an allocation expert. In 2014, he joined Private Banking as an Investment Consultant in Marseille, then moved to head office as Head of Digital Investments.
Omid, can you give us a few words on Synoé(1)?
Synoé is a digital solution that gives you regular arbitrage advice on your life insurance policy. Its technology combines the forecasts of our strategists with your individual investment needs and goals to provide advice which you can validate on your online account or the SG app(2).
In addition to this digital service, and together with your Private Banker, you can seek further guidance from Synoé’s team of investment advisors, who can answer any questions you might have about the investment strategy and advice you received.
You also have access to an interactive dashboard detailing the valuation of your assets, their allocation, as well as your performance and risk metrics.
What is new about Synoé this year?
Synoé gives access to an investment universe of funds managed by our asset manager, Societe Generale Investment Solutions(3), and our preferred partners. These funds are carefully curated by our analysts and managed by top-tier external asset managers.
As of today, Synoé includes structured products in its advisory offering. When you receive interest through redemptions or distributions on the structured products you hold, your Synoé investment advisor will suggest reallocating the amounts received into a diverse selection of structured products matched to your profile. This innovation allows you to invest and reinvest part or all of the available amount into an awaiting reinvestment vehicle(4).
Why invest in structured products?
Structured products are known for their adaptability to the constantly changing economic and financial environment. They are based on different financial assets that complement traditional solutions, irrespective of whether the market outlook is bullish or bearish, making them an effective portfolio diversification tool.
Societe Generale Private Banking has recognised expertise in these products which it crafts according to the convictions of its experts.
I invite you to take a look at our video below to see how Synoé can work for you .
(1) Access to the Synoé solution is subject to certain eligibility conditions as well as service fees in exchange for advice and access to experts.
(2) Application available for download on Google Play and the App Store (free, excluding connection costs charged by your Internet access provider). Google Play is a trademark of Google Inc. App Store is a trademark of Apple Inc.
(1) Approved by the AMF at the end of 2006, SG 29 Haussmann SAS, operating under the commercial name Societe Generale Investment Solutions France, a 100%-owned subsidiary of Societe Generale, is the management company dedicated to the Group's various clients: those of the network, of the Private Bank in France, as well as some of the Group’s institutional clients.
(4) Monetary fund awaiting investment.
Would you like to discuss this subject further with us?
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Contact private banker to find out whether these offers are suited to your needs and adapted to your investor profile.
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France: Unless indicated otherwise, this document is published and distributed by Societe Generale, a French bank authorised and supervised by the Autorité de Contrôle Prudentiel et de Résolution (French Prudential Supervisory and Resolution Authority), located at 4 place de Budapest, CS 92459, 75436 Paris Cedex 09, under the prudential supervision of the European Central Bank (ECB) and registered with ORIAS as an insurance broker under number 07 022 493, orias.fr. Societe Generale is a public limited company (société anonyme) under French law, with capital stock of €1, 003, 724, 927.50 as of 17 November 2023 with its registered office at 29 boulevard Haussmann, 75009 Paris, France, and registered with the Paris Trade and Companies Register (Paris R.C.S) under the unique identification number 552 120 222. Paris. More details are available on request or online at www.privatebanking.societegenerale.com/.
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