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Private banking, global investment management & services

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Private banking (Societe Generale Private Banking), the Global Investment Management and Services division (GIMS) incorporates asset management (Amundi Asset Management),  securities services (Societe Generale Securities Services) and multi-asset brokerage (Newedge).

Private Banking

One of the leading private banks worldwide

Societe Generale Private Banking, the wealth management arm of Societe Generale, is one of the leading private banks worldwide, with EUR 87.9 billion of assets under management at the end of March 2013.

With 2,500 staff in 16 countries across the globe, Societe Generale Private Banking offers wealth management solutions to entrepreneurs and High Net Worth Individuals with financial assets in excess of one million euros.

Societe Generale Private Banking’s offering includes international wealth planning and fiduciary services (trust and tax planning), a global expertise in structured products, hedge funds, mutual and private equity funds, real estate investment solutions and access to capital markets.

In 2013, Societe Generale Private Banking was voted Best Wealth Planning Team at a European based private bank at the WealthBriefing European Awards. Societe Generale Private Banking was also rewarded by Euromoney with the title of "Best Private Bank in Western Europe for its offer in Structured Products" for the 9th consecutive year. Societe General Private Banking also won the following awards, both for France and Monaco:

- “Best Private Bank”
- “Best Private Bank – Relationship Management”
- “Best Private Bank – Range of Investment Products”  
In 2012, the private bank was also named :
- “Best Private Bank in Luxembourg” (Professioal Wealth Management)
- “Best Private Bank in the Middle East” for the second consecutive year (Banker Middle East).
- “Outstanding Private Bank in the Middle East – Highly commended” (Private Banker International)
- “Outstanding Wealth Planning and Trust Provider – Highly commended” (Private Banker International)

Find out more: www.privatebanking.societegenerale.com

Societe Generale Securities Services

The European n° 2 for assets under custody, with € 3,493 billion at end March 2013

Present in 26 locations worldwide with around 4,000 employees, SGSS provides financial institutions and brokers, asset managers and insurers, and businesses with a full range of securities services adapted to the latest financial market and regulatory trends: clearing services, custody and trustee services, retail custody services, liquidity management, fund administration and asset servicing, fund distribution and global issuer services.

SGSS ranks 7th worldwide custodian and 2nd European custodian with € 3,493* billion of assets under custody. The business line provides custody & trustee services for 3,449* funds and the valuation of 3,944* funds, representing assets under administration of € 479* billion (* at end March 2013).

Societe Generale Securities Services is regularly rewarded:
- Six awards in the Global Custodian's annual "Global Custody Survey", including "Top Rated" in the Fund Manager category - Global Custodian Magazine
- Seven awards in the Global Custodian's annual "Agent Banks in Emerging Markets Survey" - Global Custodian Magazine 2012
- Six awards in the Global Custodian's annual "Global Custody Survey" - Global Custodian Magazine 2012
- Awarded "Top Rated Domestic" in South Africa- Global Custodian Magazine 2012
- Three awards for Italia in the Global Custodian's annual " Agent Banks in Major Markets" survey
- "Corporate Social Responsibility" award - Custody Risk European Awards 2012
- Awarded “ Fund Administrator of the Year ” Global Investor / ISF 2012 Awards
- Four awards in the annual “Sub-Custody” survey, including “Top Rated” in Romania and Russia - Global Investor / ISF 2012
- Nine awards in the annual "Agent Banks in Emerging Markets" Survey - Global Custodian Magazine 2011
- Awarded “Custodian of the Year: France“- ICFA European Custody and Fund Administration Awards 2011
- Six awards in the annual “Agent Banks in Major Markets” Survey – Global Custodian Magazine 2011
- Awarded “Fund Administrator of the Year” - Global Investor / ISF 2011 Awards
- Eight awards in six countries in the annual “Agent Banks in Emerging Markets” Survey – Global Custodian Magazine 2011

Find out more: www.sg-securities-services.com

Asset Management

Amundi - a key European asset manager

Through its 25% stake in Amundi, Societe Generale possesses a leading player in Europe and a major global player in asset management.

Amundi ranks 2nd in continental Europe1 and 9th worldwide1 among the players in asset management with nearly €750 billion under management2.

Located at the heart of the main investment regions in more than 30 countries, Amundi offers a comprehensive range of products covering all asset classes and major currencies.

Amundi has developed savings solutions to meet the needs of more than 100 million retail customers worldwide and designs innovative, high-performing products for institutional clients which are tailored specifically to their requirements and risk profile.

Benefiting from the support of two powerful banking groups, Crédit Agricole and Société Générale, Amundi aims to establish itself as a leading European asset management, recognised for:
- the quality of its products, their financial performance and transparency
- its close relations with customers, partner networks and institutions
- the efficiency of its organisation, resulting from the individual and collective talents of its teams
- a commitment to integrate sustainability and socially responsible criteria into its investment policies, going beyond financial criteria alone.

1. Total assets under management. Source IPE Top 400 global asset managers active in the European marketplace” published in June 2012, data as at December 2011.
2. Amundi Group figures as at 31 March 2012.

Find out more: www.amundi.com

Multi-asset brokerage

A global player in multi-asset brokerage

Newedge, a 50/50 joint venture between Crédit Agricole Corporate & Investment Bank and Societe Generale, is a leading force in global multi-asset brokerage in the execution and clearing of listed derivative products.

With nearly 2,700 staff across more than 21 world financial markets in 15 countries, Newedge provides its institutional clientele with access to around 85+ markets around the world. Newedge has an estimated global market share in listed derivatives of 11.2% (clearing) and 12.5% (execution) with over three billion of contracts processed in 2012.

Newedge provides its clients with a full range of clearing and execution services covering options and futures contracts for financial products and commodities, as well as for fixed income, foreign exchange, equities and indexes, and commodities on OTC (Over The Counter) markets. Newedge also provides a range of value added services such as prime brokerage, asset financing, an electronic platform for trading and order routing, cross margining, and the centralised processing and reporting of client portfolios.

Find out more: www.newedge.com