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Global investment management and services

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The Global Investment Management and Services division (GIMS) incorporates asset management (Amundi Asset Management and TCW), private banking (Societe Generale Private Banking), securities services (Societe Generale Securities Services) and multi-asset brokerage (Newedge).

Private Banking

One of the leading private banks worldwide

Societe Generale Private Banking, the wealth management arm of Societe Generale, is one of the leading private banks worldwide, with EUR 83.6 billion of assets under management at the end of September 2011.

With 2,800 staff in 19 countries across the globe, Societe Generale Private Banking offers wealth management solutions to entrepreneurs and High Net Worth Individuals with financial assets in excess of one million euros.

Societe Generale Private Banking’s offering includes international wealth planning and fiduciary services (trust and tax planning), a global expertise in structured products, hedge funds, mutual and private equity funds, real estate investment solutions and access to capital markets.

In 2011, Societe Generale Private Banking was rewarded with the titles of :
-"Best Private Bank in Western Europe for its offer in Structured Products" (Euromoney),
-"Best Private Bank in Switzerland for its offer in Structured Products" (Structured Products Magazine),
-"Best Private Bank in France" (Euromoney),
-"Best Wealth Manger of the year in the UK" (Investors Chronicle/Financial Times),
-"Best Private Bank in the Middle East" (Banker Middle East).

Find out more: www.privatebanking.societegenerale.com

Societe Generale Securities Services

The European n° 2 for assets under custody, with EUR 3,407 billion at end September 2011.

SGSS, established in 27 locations worldwide, has around 4,000 staff and provides a full range of securities services that are adapted to the latest financial markets and regulatory evolutions: clearing services, custody and trustee services, retail custody services, liquidity management, fund administration and asset servicing, fund distribution and global issuer services.

SGSS ranks 7th worldwide custodian and 2nd European custodian with €3,407* billion of assets under custody. The business line provides custody & trustee services for 3,305* funds and the valuation of 4,367* funds, representing assets under administration of €421* billion (* at end September 2011).

Societe Generale Securities Services is regularly rewarded:

Six awards in the Global Custodian's annual "Agent Banks in Major Markets" Survey – Global Custodian Magazine 2011

Awarded "Fund Administrator of the Year" - Global Investor/isf 2011 Awards

Eight awards in six countries in the annual "Agent Banks in Emerging Markets" Survey – Global Custodian Magazine 2011

Awarded "Securities Services Provider Europe" for the second consecutive year by Financial-i magazine (Leaders of Innovation Awards 2010)

SGSS Russia (Rosbank) ranked top sub-custodian in Russia in Global Investor's 2010 Sub-Custody Survey - Global Investor 2010

Global Head of Societe Generale Securities Services, Alain Closier, awarded "European Asset Servicing Personality of the Year" - Funds Europe magazine Awards 2010

Commended in the European Administrator of the Year category in Funds Europe magazine's 2010 awards  

Awarded "Custodian of the year: France" - ICFA European Custody and Fund Administration Awards 2010  

Six awards in the Global Custodian's annual "Agent Banks in Major Markets" Survey – Global Custodian Magazine 2010

Find out more: www.sg-securities-services.com/

Asset Management

Amundi - a key European asset manager

Through its 25% stake in Amundi, Societe Generale possesses a leading player in Europe and a major global player in asset management.

Amundi ranks 3rd in continental Europe1 and eighth worldwide1 among the players in asset management with €689.50 billion under management2 .

Located at the heart of the main investment regions in more than 30 countries, Amundi offers a comprehensive range of products covering all asset classes and major currencies.

Amundi has developed savings solutions to meet the needs of more than 100 million retail customers worldwide and designs innovative, high-performing products for institutional clients which are tailored specifically to their requirements and risk profile.

Benefiting from the support of two powerful banking groups, Crédit Agricole and Société Générale, Amundi aims to establish itself as a leading European asset management, recognised for:

- the quality of its products, their financial performance and transparency
- its close relations with customers, partner networks and institutions
- the efficiency of its organisation, resulting from the individual and collective talents of its teams
- a commitment to integrate sustainability and socially responsible criteria into its investment policies, going beyond financial criteria alone.

1. Open-ended funds, dedicated funds, mandates. Source IPE Top 400 published in June 2010, data as at December 2009.
2. Amundi Group figures as at 31 December 2010

Find out more: www.amundi.com

TCW, a High-Alpha platform on the US market

Through its 80% stake in the Trust Company of the West (TCW), Societe Generale Group possesses a High-Alpha offering on the American continent, with EUR 87 billion under management and 600 staff. In February 2010, TCW finalised the acquisition of MetWest, further broadening its fixed-income product offering for institutional and private clients.

Find out more: www.tcw.com

 

Multi-asset brokerage

A global player in multi-asset brokerage

Newedge, a 50/50 joint venture between Crédit Agricole CIB and Société Générale, is a leading force in global multi-asset brokerage in the execution and clearing of listed derivative products.

With close to 2,800 staff across more than 20 world financial markets, Newedge provides its institutional clientele with access to 85+ markets around the world.  As of December 31, 2010, Newedge is the n° 1 futures commission merchant in the United States based on segregated funds and combined funds.  Newedge has an estimated global market share in listed derivatives of 11.6% (clearing) and 12.6% (execution) with over EUR 44.9 billion of client assets on deposit.

Newedge provides its clients with a full range of clearing and execution services covering options and futures contracts for financial products and commodities, as well as for fixed income, foreign exchange, equities and indexes, and commodities on OTC (Over The Counter) markets. Newedge also provides a range of value added services such as prime brokerage, asset financing, an electronic platform for trading and order routing, cross margining, and the centralised processing and reporting of client portfolios.

Find out more: http://www.newedgegroup.com

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