SG Hambros Bank Limited

The SG Hambros Group is part of SG Private Banking, the private banking arm of the Société Générale Group.

SG Hambros
 is a private bank which has been providing a comprehensive wealth management service in the UK and overseas for over 10 years
 operates from its 4 entities based in London, Jersey, Guernsey and Gibraltar, and a network of regional offices throughout the UK (Cambridge, Milton Keynes, Southampton, Manchester, Yorkshire and Edinburgh)
 offers wealth management solutions to High Net Worth individuals with financial assets in excess of GBP1m

Our approach
 SG Hambros is founded on personal relationships between clients and their private bankers, who are the focal point for all of the products and services offered
 A banking culture that ensures a business like approach to the management of client affairs in order to create an individual strategy, which is based on confidence and discretion
 An open architecture approach which views products as solutions rather than as a sales opportunity
 Wealth planning and fiduciary services (inc trust, investment structuring and financial planning)
 Global expertise in structured products, hedge funds, mutual and private equity funds and real estate investment solutions
 Specialised international desks: Russia, France, Middle East, India and South Asia

SG Hambros awards
Best Wealth Manager for alternative investments (IC/FT Wealth Management Awards 2009)
Best Private Bank in the UK for Structured Products (Euromoney 2006, 2008, 2009)
Best Private Bank for Inheritance and Succession Planning in the UK (Euromoney 2007)

The bank is fully supported by SG Private Banking and the Société Générale Group network.

SG Private Banking is the wealth management arm of Société Générale.
 One of the top 15 private banks worldwide
 More than 3,000 staff in 26 countries across the globe

Société Générale is one of the largest financial services groups in the euro-zone
 Employs 163,000 people worldwide
 Has offices in 82 countries providing a multitude of financial services to some 30 million clients worldwide

Our Core Business Divisions

Banking
Services: day-to-day handling of all personal finance requirements, including interest bearing cheque accounts, Visa debit cards, deposit facilities in all major currencies, international payment services, loans, overdraft and guarantee facilities, foreign exchange transactions, custodial facilities, structured deposits and Private e-Banking services
Dedicated to: helping with the smooth and safe running of clients’ day-to-day finances

Financial Planning
Services: investment structuring, tax planning, dependant protection, education funding, retirement planning, estate planning and charity contribution, in-house SIPP
Dedicated to: offering independent financial advice and access to products in the marketplace; tailored wealth management solutions; holistic wealth strategy and discretion

Investment Management
Services: providing discretionary management and advisory and execution-only services for portfolio management using exchange traded funds, equity and bonds, alternative investments and structured products
Dedicated to: providing intelligent solutions for clients’ financial needs; creating an individualised investment strategy; maintaining a strong presence in global markets; leveraging the expertise of the economists, strategists and product experts employed by Société Générale Group throughout the world

Wealth Planning and Fiduciary Services:

International Wealth Planning
People: a team of 5 wealth planners in SG Hambros and a team of 230 worldwide
Services: cross-border investment structuring, relocation services, tax, wealth and education planning
Dedicated to: safeguarding and maximising clients wealth for themselves and future generations

Trust and fiduciary services
People: an international team of 80 experts in the trust and fiduciary business
Services: providing guidance and advice on succession planning, tax mitigation, asset protection, continuity of ownership and preserving the family fortune, inheritance tax protection, school fees financing for children and grandchildren
Dedicated to: setting up and managing trusts to fit individual financial needs; providing expert financial advice and tax-efficient planning; assuring the protection of assets

SG Hambros also provides guidance in the following areas
Charities
Matrimonial settlements
Immigration
Property investment
Art

For further details, please visit www.sghambros.com or contact Anne Taylor

Anne Taylor, MBA, FCIB
Head of Manchester Office
SG Hambros Bank Limited
10th Floor, 3 Hardman Street
Spinningfields, Manchester, M3 3HF, United Kingdom
Tel.: +44 (0) 161 932 1523
anne.taylor@sghambros.com
www.sghambros.com