12th April 2011

Societe Generale: SGPB Hambros - Wealth Partnership Services – At a Glance

Aimed at:

•       Single and Multi Family Offices

•       Fee Based Financial Planners

•       Progressive Independent Financial Advisers

•       Discretionary Investment / Wealth Managers

•       Corporate Trustees

•       Advisory business wishing to compete at the highest levels for HNW clients

 Key Features & Differentiators

•       SGPBH works in Partnership with Regulated Financial Intermediaries

•       Access to the whole of the market with no constraints or restrictions

•       The only intermediary platform and custody service offering a fully integrated,  transparent and RDR compliant Private Banking suite of services.

•       No need to use SGPBH investment managers or fund best buy lists.

•       Intermediary can either outsource investment decision to us, a third party Discretionary Manager (using our custody) or act on an advisory or discretionary basis themselves.

•       Includes free access to one of the best Private Client Investment Management software companies (Odyssey – used extensively in UK & Europe –e.g. UBS, Barclays Wealth, etc) to run model or bespoke portfolios.

•       Access to one of the best Structured Product providers in the market (SGCIB), with daily liquidity via our secondary market, for ultimate flexibility.

•       Access to Lyxor for an extensive range of ETFs including commodities, and trackers to cater for this exponentially growing market

•       Access to Lyxor’s award winning single manager Hedge Fund platform, with weekly liquidity.

•       Access to lending for clients, via your nominated Private Banker

•       A guarantee of no cross-marketing to the Intermediary’s clients.

•       Extensive reporting, including future direct link with Voyant for Client Net-Worth Statements and Cash Flow modelling tools, detailing all client assets, irrespective of where held.

•       Access to a potential guaranteed client segment buy out to aid intermediaries’ succession planning (if required - subject to criteria being met).

•       Potential access to funding for intermediaries wishing to grow by acquisitions (subject to criteria being met).

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