Tradition and innovation, rigor and imagination, are the key values put forward by Societe Generale Private Banking teams to manage and preserve their clients' estates, whatever objectives they may have: protecting, developing or transferring their estate under the best conditions.

Societe Generale Private Banking in Lyon The Societe Generale Private Banking Regional Centre in Lyon covers the Rhone-Alps, Burgundy and Auvergne regions.

The Rhone-Alps region is the second largest in area and population in France, and is one of the major European economic regions.

Burgundy offers a unique combination of the attractions of Northern and Southern Europe. Auvergne, located in the middle of the Massif Central and France’s green lungs is home to several world and European leaders, such as Michelin and Volvic.

More especially, the Lyon metropolitan area has built its economic growth on the wealth and dynamism of its businesses in many sectors: trade, banking, textiles, chemicals, mechanical engineering, health and others. Lyon has specialized in three areas of excellence, which boost the city’s international competitiveness in life sciences and biotechnology, digital entertainment and fashion.

Lyon’s rich heritage is “an eminent example of human achievement and is extraordinary testimony to the urban ethos over more than two millennia” states the World Heritage Council of UNESCO.

A major player in private banking, Societe Generale Private Banking offers it clients the skill and service, the creativity and the ethics, which guarantee performant wealth management and high level of financial sophistication. Thanks to the professionalism of its teams and to the strengths of Societe Generale Group, the French Private Banking entity remains committed to its clients for a durable and fruitful relation in order to meet their demands. Organizing, structuring, developing or transmitting an estate requires management with regular follow-up designed for the needs of each and to respond to changes in law and taxation. Private Banking France offers a tailored service through a dedicated representative: the client relationship manager (CRM).

The CRM federates a number of specialists, relying on the know-how of experts so as to ensure his clients of the services enjoyed by top investors :

Structured products
Discretionary/Advisory portfolio management
Stock-options management
Personal financing
Legal and tax planning
Day-to-day banking services

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