Discretionary portfolio management
Discretionary Portfolio Management SG IS France
Entrust the management of your investments to dedicated specialists Discover the discretionary portfolio management solutions offered by Société Générale Investment Solutions (France). Entrust the management of your portfolio under a mandate tailored to your investment profile and wealth management objectives.
Discretionary portfolio management enables an investor to delegate the financial management of their portfolio to an asset management company. Investment decisions are made within the framework defined by the mandate and in accordance with the client’s investment profile, financial situation, risk tolerance, wealth management objectives, and investment horizon.
Société Générale Investment Solutions (France) offers discretionary portfolio management solutions for clients who wish to delegate the management of their investments while receiving information on the performance and evolution of their portfolio.
Why choose discretionary portfolio management?
Delegated management
You delegate investment decisions to a portfolio management team that acts in accordance with the guidelines set out in your mandate.
An approach tailored to your profile
The management of your portfolio takes into account your personal situation, investment objectives, investment horizon, risk sensitivity and, where applicable, your sustainability preferences.
Ongoing monitoring
Your portfolio is monitored on a regular basis to adapt to changes in financial markets while remaining within the agreed management framework.
You receive information enabling you to track the performance of your portfolio and the main management decisions taken.
Investment management expertise
The offering is supported by teams dedicated to financial market analysis, asset allocation and the selection of investment solutions.
Which discretionary portfolio management solution should you choose?
Frequently ask questions
Discretionary portfolio management consists of delegating portfolio investment decisions to financial professionals within a framework defined in advance.
Discretionary portfolio management allows you to benefit from the expertise of investment professionals and regular portfolio monitoring, while setting management objectives and guidelines in advance.
Yes. You receive regular information enabling you to track the performance of your investments.
Sustainability Information
(1) Société Générale S.A.: a French credit institution and investment services provider authorised and regulated by the Autorité de Contrôle Prudentiel et de Résolution ("ACPR", 4 Place de Budapest, CS 92459, 75436 Paris Cedex 09, France), supervised by the Autorité des Marchés Financiers ("AMF", 17 Place de la Bourse, 75002 Paris, France), and subject to prudential supervision by the European Central Bank ("ECB", ECB Tower, Sonnemannstrasse 20, 60314 Frankfurt am Main, Germany). Société Générale is also registered with ORIAS as an insurance intermediary under number 07 022 493 (https://www.orias.fr). Société Générale is a French public limited company (société anonyme) with share capital of EUR 938,625,838.75, 23 July 2026, having its registered office at 29 boulevard Haussmann, 75009 Paris, France, registered with the Paris Trade and Companies Register under number 552 120 222 RCS Paris, and holding ADEME (French Agency for Ecological Transition) identification number FR231725_01YSGB.
(2) Société Générale Private Banking France: a division of Société Générale S.A., a French credit institution and investment services provider authorised and regulated by the Autorité de Contrôle Prudentiel et de Résolution ("ACPR", 4 Place de Budapest, CS 92459, 75436 Paris Cedex 09, France), supervised by the Autorité des Marchés Financiers ("AMF", 17 Place de la Bourse, 75002 Paris, France), and subject to prudential supervision by the European Central Bank ("ECB", ECB Tower, Sonnemannstrasse 20, 60314 Frankfurt am Main, Germany). Société Générale is also registered with ORIAS as an insurance intermediary under number 07 022 493 (https://www.orias.fr). Société Générale is a French public limited company (société anonyme) with share capital of EUR 938,625,838.75, 23 July 2026, having its registered office at 29 boulevard Haussmann, 75009 Paris, France, registered with the Paris Trade and Companies Register under number 552 120 222 RCS Paris, and holding ADEME (French Agency for Ecological Transition) identification number FR231725_01YSGB.