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Advice & Services

Advice & Services

Wealth management approach in Monaco
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
Portfolio Management Services
We understand that you want to take care of your wealth. From allocating assets to combining the best products on the...
Advisory services
We understand that you want to take care of your wealth. From allocating assets to combining the best products on the market, we can offer you three kinds of wealth management service. Depending on the time you have available and how closely involved you would like to be, we have an approach to suit your needs. Through our dedicated investment platform...
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Investment strategy D&AA
If you would like to steer the asset allocation of your portfolio according to your own particular objectives, Societe...
Investment strategy
If you would like to steer the asset allocation of your portfolio according to your own particular objectives, Societe Generale’s financial engineers have, alongside private bankers, created a dynamic reallocation method.
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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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