SOCIETE GENERALE BANK & TRUST BY YOUR SIDE IN EVERY FIELD

Transcription

1 SOCIETE GENERALE BANK & TRUST BY YOUR SIDE IN EVERY FIELD

2 YOU ARE A HIGH NET WORTH INDIVIDUAL OPERATING IN AN INTERNATIONAL ENVIRONMENT WE CONSTRUCT TAILOR-MADE PREMIUM SOLUTIONS, INCORPORATING YOUR INTERNATIONAL ISSUES. In close collaboration with the Societe Generale Group s dedicated centres of expertise, we offer you personalised solutions for the management of your assets. Based on an overall analysis of your situation, we provide you with our skills/expertise and a whole variety of Luxembourg instruments for the purpose of holding and transmitting your personal assets. And this in a completely controlled cross-border regulatory environment, guaranteeing you the best regulatory and tax compliance standards. For your investments, you benefit from our extensive range of financial products and, whatever the level of involvement you select, we offer you the most appropriate management method. Societe Generale Private Banking, the wealth management arm of Societe Generale, was voted: Best Private Bank in Western Europe for its structured products offering, for the 10 th consecutive year (Euromoney 2014) Outstanding Wealth planning and Trust Provider (Private Banker International 2013) Best Private Bank in Europe for its wealth planning team (Wealth Briefing 2013) INVESTMENT SOLUTIONS Strategy and expertise in equities and bonds Selection of funds and structured products Capital markets expertise PORTFOLIO MANAGEMENT Discretionary portfolio management Managed Advisory Direct access to the trading room REPORTING Consultation, analytical monitoring of risks, performances, tax reporting HIGH NET WORTH INDIVIDUAL WEALTH PLANNING SOLUTIONS Company structures Dedicated or family funds Life insurance (through Societe Generale Life Insurance Broker) TAILOR-MADE FINANCING SOLUTIONS Real Estate Lombard loan (acquisition of financial assets) Yachts and jets financing YOUR CONTACT POINT Christophe Hodiquet Tel: christophe-lux.hodiquet@socgen.com

3 YOU ARE A CORPORATE CLIENT A COMMERCIAL BANK FROM THE OUTSET, WE ACCOMPANY THE GROWTH OF YOUR COMPANY ON AN INTERNATIONAL SCALE, THROUGHOUT ITS LIFE CYCLES. We offer you a set of services and tools in the area of international cash management to facilitate your payments, your collections and the retrieval of information as well as solutions to optimise your cash, for your operating companies, your holding companies or your central corporate treasury. SWIFT NET Secure tool to communicate with all your banks around the world FTP Internet system, ideal for large volumes CASH POOLING INTERNATIONAL Centralisation of international cash Through our network of banking correspondents, we are able to offer you services and tools on one of the most extensive multi-currency palettes in the market. To optimise your cash, enjoy a comprehensive range of products and direct access to our trading floor on a whole variety of transactions, from the most traditional to the most sophisticated (fixed income and forex products, on commodities, structured products, etc.). If you have a fleet of vehicles, ALD Automotive, the Group s operational vehicle leasing and fleet management business line offers in Luxembourg, as well as in nearly 40 countries, the best financing and operational management solutions applicable in this area. Our ambition is to assist you in all your projects. To finance your international operations, we are able to participate in the financing of your operating cycle (via the issue of international guarantees, documentary credit and Stand By Letters of Credit) and your investment projects. We can also manage your concerns regarding asset and liability or capital management, by developing personalised financial engineering solutions. Thanks to the support of the Societe Generale Group s Corporate and Investment Banking division (SG CIB), whether you are an issuer or an investor, we are able to offer you tailor-made solutions in terms of raising capital, financing and risk management in the debt and equity markets. More specifically, via our specialised Luxembourg subsidiaries, Societe Generale Lettres de Gage and SG Issuer, we are able to put in place structured financing and guaranteed bond investment vehicles. The Bank also has a whole range of additional services, such as custody, services for your bond issues, solutions for the management of stock option and employee share ownership plans as well as the management of general meetings. YOUR CONTACT POINT Olivier Pelsser Tel: olivier.pelsser@socgen.com

4 YOU ARE AN INSTITUTIONAL INVESTOR OR AN ASSET MANAGER ENJOY A COMPREHENSIVE RANGE OF SERVICES ADAPTED TO LATEST MARKET DEVELOPMENTS AND ADJUSTABLE TO YOUR NEEDS. CUSTODY, DEPOSITARY BANK FUND ADMINISTRATION ASSET SERVICING FUND DISTRIBUTION SERVICES LIQUIDITY MANAGEMENT CLEARING ISSUER SERVICES For your UCITS and alternative funds, we offer you: a centralised pan-european platform, able to provide you with a consistent service quality and processing and reporting compliant with the latest regulatory changes; cutting-edge services for the international distribution of your funds covering 14 markets around the world; a specific centre of expertise with dedicated teams for your alternative funds; proven experience in diversified funds : private equity, real estate, loans, securitisation, tangible assets (art, infrastructure, etc.); 25% MARKET SHARE OF SICARS (VENTURE CAPITAL INVESTMENT COMPANY) ASSETS experts to advise you and assist you with your strategy; recognised multi-financial instruments expertise, with a pioneering role in derivative instruments; an adjustable wide range of services covering all the services related to regulated and non-regulated vehicles, including cash management, financing and the operational structuring of funds. To centralise your investments in mutual and hedge funds: Our fund distribution platform, Global Fund Trading, offers you a unique entry point in the investment fund universe. Specialised in the trading of investment funds and the custody of all types of funds, we offer you access to more than 23,000 funds (about 13,000 mutual funds and 10,000 hedge funds) and 1,200 transfer agents. For your bond issues: We have a cutting-edge issuer service to meet your financing needs and manage your bond issues. Our turnkey service takes charge of everything for increased simplicity and rapidity. For the private banking needs of your clients: We provide regulated financial intermediaries with a platform, integrated in the Societe Generale Private Banking network, offering a comprehensive investment, private banking and fiduciary service solution, aimed at high net worth clients, enabling them to remain completely independent. Societe Generale Securities Services is the 2 nd largest custodian in Europe with EUR 3,854 billion of assets (at 31 December 2014). It received awards sixteen times in Global Custodian s «Agent Banks in Major Survey 2014». YOUR CONTACT POINT Régis Veillet Tel: (+352) regis.veillet@sgss.socgen.com

5 SGBT AN INTERNATIONAL MULTI-SPECIALIST BANK ABLE TO MEET ALL YOUR NEEDS WHETHER YOU ARE A HIGH NET WORTH INDIVIDUAL, AN INSTITUTIONAL INVESTOR OR A COMPANY, WE STAND ALONGSIDE YOU TO ASSIST YOU WITH ALL YOUR PROJECTS. Established for more than 120 years in the Grand Duchy of Luxembourg, Societe Generale Bank & Trust (SGBT) is the oldest foreign bank in the country. From the outset, it supported the development of Luxembourg s industrial sector and contributed to the emergence of the financial centre. With its wealth of experience, it has developed all the capabilities of a multi-specialist bank, providing services to corporate clients, institutionals and high net worth individuals, and is supported by an active trading room. As a whollyowned subsidiary of the Societe Generale Group, it also benefits from its solidity and its expertise. Societe Generale is also present in Luxembourg via other entities. These include in particular ALD Automotive, No. 1 in car leasing in the Grand Duchy with a managed fleet of more than 10,000 vehicles, and Sogelife, its life insurance company. LUXEMBOURG, A MAJOR FINANCIAL CENTRE, AT THE HEART OF EUROPE More than 150 banks originating from 27 different countries Leading private banking centre in the eurozone Leading European investment fund centre SGBT, N 2 IN THE OVERALL RANKING OF LUXEMBOURG BANKS 1 More than 1,000 employees 7 th largest bank employer EUR million of net income 2 Nearly EUR 3 billion of shareholders equity 2 S&P rating: A-1 short-term, A long-term 1 Overall ranking of banks in Luxembourg in 2013 (Source: Luxemburger Wort, June 2014) 2 Data at 31/12/2013 Societe Generale Private Banking was a finalist that was Highly Commended in the best private bank in Luxembourg category by Private Wealth Management and The Banker in Societe Generale Private Banking was voted Best Private Bank in Luxembourg for its client relationship management, equity portfolio management, fixed income portfolio management, forex transactions, its structured products offering, managed futures and its family office services. Societe Generale Securities Services Fund Administrator of the Year in Luxembourg.

6 SOCIETE GENERALE ONE OF THE LEADING EUROPEAN FINANCIAL SERVICES GROUPS BASED ON A DIVERSIFIED UNIVERSAL BANKING MODEL, THE GROUP COMBINES FINANCIAL STRENGTH WITH A STRATEGY OF SUSTAINABLE GROWTH, PUTTING ITS RESOURCES TO WORK TO FINANCE THE ECONOMY AND ITS CUSTOMERS PLANS. 32 million CLIENTS WORLDWIDE 2,692 million GROUP NET INCOME 1 Retail banking in France with the Societe Generale branch network, Credit du Nord and Boursorama, offering a comprehensive range of multichannel financial services on the leading edge of digital innovation. 1 Data at 31/12/2014. International retail banking, financial services and insurance with a presence in emerging economies and leading specialised businesses. Societe Generale was rated : AA (low) by DBRS, A by FitchRatings, A2 by Moody s and A by Standard & Poors More than 148,000 EMPLOYEES IN 76 COUNTRIES 23.6 billion IN NET BANKING INCOME 1 Corporate and investment banking, private banking, asset management and securities services, with recognised expertise, top international rankings and integrated solutions. Design and creation : Comquest Luxembourg Agency - Pictures : p.1 and p.2: Corbis, p.3: Fotolia, p.4: Gettyimages, p.6 : Julien Magre. SGBT Luxembourg is CO2 neutral for transport, paper and energy. SOCIETE GENERALE BANK & TRUST 11 avenue Emile Reuter L-2420 Luxembourg Tel : Fax : Société anonyme RCS Luxembourg B6061