As investors are increasingly attentive towards their portfolios’ performance and to the quality of service they receive, Societe Generale Private Banking (SGPB) offers an innovative management approach that is close to its clients’ needs and leverages on all the skills of Societe Generale Group.
Edouard Camblain, deputy head of strategy and asset expertise and head of equity solutions at Societe Generale Private Banking, reckons shares in family-controlled firms could be a good bet – even for non-family members.
How Societe Generale Private Banking serves diverse needs of the region's emerging elite ?
The ongoing financial crisis and economic uncertainty have decreased risk appetites as investors seek more control over their assets. But many are too concerned with liquidity and are spurning potential superior returns over time.
There are some 30 million non-resident Indians (NRIs) spreading a combined wealth of about $1.2 trillion across 140 countries. These global citizens seek the best possible returns on their investments, but their hearts are firmly rooted in their native country and culture, which shapes the way they build their portfolios.
How do you go about finding opportunities in the current market context? Marc Lansonneur, regional head of investment teams & market solutions at Societe Generale Private Banking (Asia Pacific), says there is plenty of scope for good returns, but you need to take an active approach.
With Asia’s wealthy families now comprising the world’s largest market, understanding the complex needs of Asia’s high net worth individuals has never been more challenging or critical. It takes a leader with solid experience and proven success—not only in the region, but also globally—to lead the charge in building the trust of a demographic that controls enormous and expanding wealth.
There is an old adage that fortunes are acquired, consolidated and lost in three generations. If wealthy Asian families are to avoid this fate, they need to start looking at wealth planning strategies, says Steven Lim, chief executive officer of SG Trust (Asia).
Employing a mix of expert market analysis and vast resources, Societe Generale Private Banking’s Dialogue and Asset Allocation (D&AA) tool estimates probable future returns across a wide array of investable asset classes.
With volatility affecting financial markets in the US andthe eurozone, the fixed income markets remain amongthe best options for investors, says Ollivier Courcier,head of fixed income at Societe Generale Private Banking.
Vittorio Castellani, Head of Wealth Planning Solutions for Latin America at Societe Generale Private Banking, talks about how family is changing in Latin America – and what effect this will have on wealth planning.
As a friend of mine often reminds me “Family is great but they should carry a government health warning: ‘Families can seriously damage your wealth’ ”, writes Jon Needham, global head of fiduciary services.