Independent wealth managers. Société Générale Private Banking (Suisse) SA

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1 Independent wealth managers Société Générale Private Banking (Suisse) SA

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3 A unique relationship tailored to your personal requirements Dedicated team Société Générale Private Banking (Suisse) SA has been working closely with independent wealth managers for more than 20 years, drawing on its historic private banking heritage in Switzerland. It offers you the professionalism and expertise of its team of advisers and specialists, whose sole aim is to help you develop your ideas and finalise your decisions. You will enjoy exclusive access to a dedicated multilingual team of 25 people based in Geneva, Lausanne, Zurich and Lugano. Working in teams of two, they are ready to provide you with personalised solutions designed to meet the individual needs and circumstances of all your clients. Your dedicated adviser will offer you a comprehensive, integrated and tailored service covering all aspects of wealth management, from structuring to asset management, both domestically and internationally. They can provide direct dealing room access daily up to the closing of the US markets. Your adviser can also call upon the full range of capabilities available within the Société Générale Private Banking business line, which is one of the most highly-rated private banks, or within the Société Générale Group, one of the leading banking groups within the euro zone with a reputation for expertise and innovation. Always attentive to your requirements, available and ready to listen, we place a special importance on the relationship of trust that we build up, in complete confidentiality, with you and your clients. 3

4 A strategy founded on expertise and innovation International network Société Générale Private Banking is the dedicated wealth management business line within the Société Générale Group. With a presence in more than 22 countries and nearly 3,000 employees, the global business manages more than 75 billion in assets. The international focus and expertise of our wealth management teams enables us to offer you solutions perfectly tailored to your requirements and help you to draw upon all the advantages offered by the world s leading financial centres, especially in Asia as well as Luxembourg and the United Kingdom. Société Générale Private Banking stands out for its personalised approach and tailored solutions drawn from a comprehensive range of high-quality products and services that fully meet your clients financial and estate planning goals: Our teams of professionals based in international centres of expertise are ready to offer you a full range of products within a genuine open architecture framework, including mutual funds, hedge funds, real estate funds, structured products and private equity. They can identify all the investment opportunities available in the marketplace and recommend those that best meet your requirements. In addition, the services of our estate planning and trust and fiduciary services team are fully available to your clientele. Finally, the global alliance we recently formed with Rockefeller & Co enables us to offer investment and wealth management solutions specifically designed for ultrahigh net worth individuals and families. 4

5 A solid foundation Independent wealth managers have to respond to a range of sophisticated and changing requirements. Société Générale Private Banking (Suisse) SA combines its capabilities with those of the Société Générale Group to enable you to benefit from meaningful synergies alongside Swiss private banking expertise. With more than 156,600 staff in 83 countries, the Société Générale Group is one of the leading banking groups within the euro zone and is a member of the five major international indices measuring sustainable development. Its activities are focused on three key businesses: Corporate and investment banking, Retail networks and financial services, Asset management and investor services. 5

6 Managing your capital with confidence Your day-to-day partner Société Générale Private Banking (Suisse) SA is a well-respected Swiss bank specialising in wealth management and established in Switzerland since It is wholly owned by Société Générale Bank & Trust, Luxembourg, and has its headquarters in Geneva. Société Générale Private Banking (Suisse) SA has two branches, in Lausanne and Zurich, as well as subsidiaries in Lugano, Nassau and Bahrain and representative offices in Miami and Montevideo. With nearly 200 wealth management specialists and experts in asset management, estate planning, financing and real estate, we provide you with a comprehensive, integrated and tailored private banking service, all in complete confidentiality. Teams of local and international multilingual specialists in Switzerland and abroad ensure the understanding of your culture and that of your clients, providing a guarantee of personalised service that is truly adapted to the requirements of your own clients. Together we devise a tailored strategy founded upon discretion and trust, and which will evolve according to your clients goals and situation. 6

7 Personalised solutions Open architecture In order to meet your needs best and to optimise and diversify your financial assets, we monitor and evaluate all the investment opportunities available in the market. We recommend to you the best products to meet your requirements, whether or not they come from within the Société Générale group. To do this, your adviser draws on the resources of our centres of expertise, which are subject to regular external audit, ensuring full objectivity in the analysis and selection of the investment solutions we propose. Structured products Within a secure and qualified framework combining technical expertise and innovation, our structured product experts draw up, select and monitor personalised strategies that enable your clients to invest in all types of asset class including equities, fixed income and investment funds, and to take advantage of diverse market trends, whether downward, upward or stable. These financial architects create products tailored to your requirements that can be provided to your clients using other custodian banks. You can depend on careful monitoring and appropriate recommendations throughout the duration of these products. 7

8 Acknowledged expertise Mutual funds Our Funds Research specialists, based in Guernsey and Paris, continuously analyse the funds available on the market and identify those offering the best risk-adjusted performance. In a universe of more than 28,000 funds, using sophisticated qualitative and quantitative analysis tools they select around 300 funds from more than 80 asset managers, covering more than 100 investment sectors from the main asset classes. Our team has extensive experience in fund analysis. It works on a completely impartial basis and exclusively for Société Générale Private Banking. Funds Research also offers a top-quality internet tool that provides you with the best possible selection of funds in a user-friendly manner. Alternative or hedge funds Société Générale Private Banking (Suisse) SA enjoys access to specialists in alternative funds through a centre of expertise, Hedge Fund Advisors. This team of analysts is constantly in touch with the best-known and most soughtafter hedge fund managers and selects the best hedge funds in the market using extremely rigorous criteria. They maintain a database with detailed descriptions of more than 600 funds managed in-house or by external managers. The team s industry reputation and contacts allow them, depending on the particular case, to access top managers whose funds are usually closed to new investors or require very high minimum investment levels. Rather than simply offering a selection of hedge funds and funds of hedge funds, Société Générale Private Banking (Suisse) SA offers direct investment in these highperformance investment vehicles. 8

9 Private equity funds Our specialists offer qualified clients exclusive access to the best private equity funds and funds of funds. We are constantly researching funds and strategies, such as distressed debt, buyouts and mezzanine debt, that have demonstrated their ability to perform across economic cycles and that are implemented by exceptional teams of entrepreneurs. Real estate If your clients wish to invest in real estate in Switzerland or France by acquiring a primary or secondary residence or a rental property investment, we can help finance the acquisition in the way most appropriate for their situation. We also offer credit solutions backed by property assets covering a variety of markets around the world. 9

10 State of the art technology Privileged access As an independent wealth manager, you need access to your clients accounts at all times and also to be able to send transaction orders without delay. We possess a state of the art IT system. Our portfolio management tool offers accurate performance measurement and analysis as well as a completely automated transaction order management system. This software allows you to value portfolios in real time, manage product deadlines and maturities, and produce sophisticated, high-quality client reports. You enjoy access to a tool capable of implementing your investment ideas and strategies according to the requirements of your clients. With this system we offer independent wealth managers not only greater efficiency but also the opportunity to devote more time to serving their clients. 10

11 Execution quality befitting a major market player High-quality connections Our bank places particular importance on the execution of your transactions and employs the most effective tools currently on the market, ensuring benefits including rigorous monitoring and provision of information on traction completition. The documentation detailing the management of your clients investments can be provided in various languages and are designed to facilitate clear assessment and analysis of their portfolios. Société Générale Private Banking (Suisse) SA is a member of the SWX Swiss Electronic Exchange, offering direct permanent connections to other international financial markets. 11

12 Expert advice for important decisions Estate planning and fiduciary services Through its estate planning and fiduciary services centre of expertise, which brings together more than 200 professionals based in various jurisdictions, Société Générale Private Banking (Suisse) SA offers a broad range of estate planning solutions. The transmission of estates under the most advantageous conditions, meeting legitimate confidentiality requirements, structuring and protecting a portfolio of assets and developing a tax optimisation strategy, require in-depth understanding of the fiscal, legal, regulatory and accounting issues arising in this field. Our estate planning specialists are experienced in tackling these questions and can help you to identify the most appropriate solutions in view of the applicable rules as well as the expectations of your clients. They will advise you on the establishment of trusts, family foundations, holding companies, investment funds and life assurance contracts designed for estate planning and on large-scale investment in real estate and other assets in Switzerland or abroad. More broadly, both in Switzerland and internationally, they can assist you in making key decisions in areas such a move by your clients to a new country of residence, the creation and administration of structures in the most suitable jurisdictions, and the optimal use of sophisticated financial instruments, as well as in resolving any other estate planning issues that require a high level of legal technical expertise. 12

13 Making the most of your wealth under all circumstances A tailored range of credits Société Générale Private Banking (Suisse) SA places at your disposal the tools best suited to your requirements both in standard transactions such as Lombard credits, the issue of guarantees in favour of third parties or credit card issuers, or in more technical areas such as fiduciary loan operations. In addition, we can finance the acquisition of residential property in France or Switzerland through mortgage loans. Corporate and international We can also help you with large-scale operations in the corporate field by putting at your disposal the services offered by SGCIB, the corporate and investment banking arm of the Société Générale Group. In addition, we can provide assistance to your clients projects abroad. Thanks to the reach and resources of our retail banking network, we serve individuals, companies and institutions through 6,700 branches in 38 countries. Financing and leasing Through the specialist departments of the Société Générale Group, we offer dedicated solutions for the financing of infrastructure and the leasing of a wide range of assets such as manufacturing equipment, vehicle fleets and IT networks as well as yachts, helicopters and private aircraft. In addition to our product expertise and our financing solutions, we offer services as diverse as access to international securities markets and advice on art investment, as well as an extensive range of banking services designed to ease the day-to-day management of your business. Bring us your ideas, and we can help to make them reality. 13

14 Genuine architects of your wealth as well as your clients', Société Générale Private Banking (Suisse) SA's GFI Department has wished to promote swiss architecture, realised by the field's best. Likewise, our specialists aim excellence day after day, to meet your expectations and turn your dreams into reality. 1. Jean Tinguely Museum, Basel, Switzerland ( ) Architect: Mario Botta, Lugano Photographer: Pino Musi, Milan 2. Dürrenmatt Center, Neuchâtel, Switzerland (2000) Architect: Mario Botta, Lugano Copyright: Dürrenmatt Center, Neuchâtel 3. Paul Klee Center, Bern, Switzerland (2005) Architect: Renzo Piano Copyright: Paul Klee Center, Bern 14

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16 Your GFI departments Geneva headquarters Société Générale Private Banking (Suisse) SA Rue de la Corraterie 6 Case postale 5022 CH-1211 Genève 11 Tél Fax Lausanne - branch Société Générale Private Banking (Suisse) SA Avenue de Rumine 20 Case postale 220 CH-1001 Lausanne Tél Fax Zurich - branch Société Générale Private Banking (Suisse) SA Talstrasse 66 Postfach 1974 CH-8021 Zurich Tél Fax Lugano - subsidiary Société Générale Private Banking (Lugano-Svizzera) SA Viale Stefano Franscini 22 Casella postale 5830 CH-6901 Lugano Tél Fax Nassau - subsidiary Société Générale Private Banking (Bahamas) Ltd. 4 West Bay Street P.O. Box N7788 Nassau, The Bahamas Tél Fax