Financial Intermediaries

If you are a regulated &/or active Financial Intermediary such as an asset management firm, a family office or a financial investment adviser, and you are looking for a comprehensive solution encompassing investment, private banking and reporting for your high net worth clients, we are there to help you.

An exclusive and comprehensive service offering

You too can take advantage of the professionalism and expertise of our team of advisers and specialists.

Our dedicated 25-strong multilingual team based in Geneva and Zurich is at your full disposal. Our exclusive and comprehensive service offering enables you to retain your independence while enjoying access to all global markets through our network of offices around the world.

Your single point of contact offers you a comprehensive, integrated and tailored service. We can deal with any issues regarding wealth management and planning, from structuring to asset management, including on an international basis. Professional investors enjoy in particular direct access to the dealing room, up to the close of the US markets.

Your contact person can also provide you with all the capabilities of the Societe Generale Private Banking business, which is ranked among the top private banks, or of the Société Générale group, one of the leading financial institutions in the eurozone with a reputation for expertise and a track record of innovation.

Our commission structure is completely transparent, and our services encompass everything you can expect from a Swiss private bank that is backed by a large international financial services group.

Our advantages

  • You and your firm remain in full charge of the client relationship and the advisory function. You are therefore in a position to choose the market solutions most suitable for your clients.

  • You can rely upon our extensive research capabilities, our expertise and exceptional market opportunities.

  • Using our investment, trading and custody platform, you can manage your clients' accounts online or continue to work with your external adviser-managers.

  • We place a state of the art IT system at your disposal. Our portfolio management application provides, in addition to a fully-automated order management process, sophisticated performance measurement and analysis tools.

Link to iportal


Our services

Please find below a list of the solutions and services available to Financial Intermediaries:

  • Market access for investment funds, physical securities, bonds, sovereign debt, structured products and derivatives in most leading world markets.

  • A comprehensive range of private banking accounts, credit facilities, specialist financing solutions, foreign exchange and multi-currency options.
  • Expertise in private investment banking, the field where wealth management meets corporate finance.

  • A presence throughout the world for the domicile of accounts in order to ensure that client assets are located in the most appropriate jurisdictions, facilitating full outside access and management via the internet or through our specialised teams.

  • Access to your clients' portfolios, including bank balances and online transactions, via the internet site or through our dedicated Financial Intermediary team.

  • Comprehensive reporting services including current and historic valuations and asset custody reports.

  • Access to more than 100 single-manager alternative funds, which are carefully selected and audited, and offer weekly liquidity.

  • Access to customised and fully transparent structured products, offering daily liquidity and access to our secondary market.

  • Carefully selected alternative investments such as private equity and international real estate.