Investment Management

To help us understand and analyse your objectives and produce investment recommendations for your portfolio, we use a sophisticated profiling process. As part of this process you will be asked to complete a questionnaire with your private banker. Your answers will be used to generate your strategic asset allocation report – the basis for your investment profile. We will then work with you and set about making specific choices for you – it’s the beginning of creating your investment portfolio.

We adopt a multi-asset class approach to achieve your long-term investment goals, including capital preservation, long-term capital growth or income generation. To achieve an optimal level of portfolio diversification, we build our investment portfolios using a blend of specialist investment funds, equities and bonds. Calling on our experts and specialist product areas within Société Générale, our portfolios make the best use of our key strengths in funds research, structured products and alternative investments.

For clients that require more complex solutions, we also design tailored portfolios incorporating both structured products and alternative investments.

Managed investment services

Our managed investment services are designed to provide a full investment service for those assets that you do not wish to manage on a day-to-day basis yourself.

Discretionary Managed Service

Your portfolio will be actively managed, and we can change the investments within your portfolio to reflect our current market views.  More

Managed Advisory Servcie

Recommendations on the sale or purchase of investments will be given to you within the guidelines agreed between us, but no transactions will be entered into without your authorisation.  More