We support

Individuals

Individuals

Individuals come to us for confidential advice, new ideas and innovative ways to protect, grow and transfer their wealth. We take a comprehensive view that incorporates both personal assets and business interests. It's an approach that’s attractive to those with assets held in a variety of structures – and often across multiple countries – who are looking for a detailed and personal service.

Entrepreneurs and Business Owners

Entrepreneurs and Business Owners

Building and selling a business is a complex endeavour. Managing your personal wealth needs careful expert advice.

We support you through all stages of your journey – from providing banking services and liquidity as you grow your business, to planning a succession strategy and managing the capital if one day you decide to sell.

Ultra High Net Worth Individuals and Family Offices

Ultra High Net Worth Individuals and Family Offices

Affluent individuals and families have complex needs, with assets and business interests often spread across different countries. Your private banker will connect you to our powerful global network and will be responsible for managing our specialist teams on your behalf.

Working closely with experts from across Société Générale Corporate and Investment Bank, we are committed to providing exceptional service and access to a breadth of solutions.

Independent Financial Advisors

Independent Financial Advisors

Through our personal approach, expertise and attention to detail, we work with you to broaden the spectrum of services for your clients.

 

Mortgage Brokers

Mortgage Brokers

We complement the services that you offer your clients by providing tailored financing solutions. By creating strong relationships based on trust, service and expert knowledge, we support your clients at all stages of their financial journey.

 

Corporates and Family Businesses

Corporates and Family Businesses

Our dedicated team administers a range of employee benefit trust arrangements for corporate clients. Focusing on the beneficiary experience ensures investment in employee incentive arrangements is fully valued by staff.