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About SGPWM

Société Générale Private Wealth Management (SGPWM) is a UCITS management company and an AIFM operating under the authority of the Luxembourg regulator, the CSSF (Comité de Surveillance du Secteur Financier). Subsidiary of Société Générale Bank and Trust, SGPWM offers investment solutions dedicated to large private and institutional investors. Working closely with its clients, it is supported by a global network and benefits from a broad spectrum of expertise.

Collective asset management

SGPWM has designed the Luxembourg UCITS Moorea Fund Sicav, providing access to Société Générale Private Banking management expertise in equities, bonds, multi-asset   classes and absolute performance. Moorea has 17 sub-funds and assets of nearly € 2 billion.

SGPWM also acts as AIFM for several Specialised Investment Funds (SIF), including Talents Institutional Fund.

Asset management mandates

We offer a range of services that bears the seal of our house: innovation, professionalism and team spirit.

This philosophy, that sets the pace for our daily decision, allows us to offer a unique way of managing your wealth, constantly adjusted to your expectations and requirements. By implemeting solutions that aims to offer transparency and portfolio security, we aim to make your assets sustainable and to guarantee comfort and serenity.

 

Key figures

45
Professionals dedicated to your wealth
7
€ billion asset under management
3
Entities: Luxembourg, Switzerland, Monaco
17
sub-funds in Moorea Fund range

As of 31/10/2019