RockFi or Société Générale Private Banking: which wealth management support to choose?
Private wealth management or a retail network private bank, differences that matter. Open architecture, partner advisor, real-time tracking: find out why 1,500+ families have chosen RockFi.
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Who is RockFi for?
RockFi is for households with at least €250,000 in financial assets, with no upper limit: the support is the same for a first portfolio as for several million euros.
It suits demanding profiles and estates that call for a tailored approach, to anticipate major wealth decisions rather than react to them.
Three reasonsto choose RockFi
A diagnosis before any commitment
An initial conversation and a written diagnosis, with no commitment.
Fee structure and amount set out in the engagement letter, before the first investment.
A rich and diversified investment range
Over 3,000 open-architecture solutions, including BlackRock, Morgan Stanley, Goldman Sachs, Lazard, Edmond de Rothschild and Eurazeo.
Wrappers with several partners: Generali, CNP Assurances, Wealins, Nortia, Swissquote Bank Europe.
The advisor's time given back to the client
Co-opted advisors, former private bankers from leading firms, with a deliberately limited client portfolio.
Proprietary platform: valuation, allocation, transactions and fees visible at all times.
Over 60 advisors across France.
The comparison
RockFi and Société Générale Private Banking, line by line
Société Générale information taken from the « Tarifs gestion de fortune » schedule of Société Générale Private Banking France in force on 1 April 2026.
Pricing
A clear view of your wealth.
- Fee structure and amount set out in the engagement letter, before the first investment
- Among the offers, a fixed annual fee as a percentage of assets, around 1% on average
- At Société Générale Private Banking, the schedule publishes an all-inclusive entry-level mandate, advisory management with an annual minimum charge and an annual service fee
Open architecture
Open architecture across the entire market
- More than 3,000 solutions selected from across the market
- Wrappers with several partners: Generali, CNP Assurances, Wealins, Nortia, Swissquote Bank Europe
- At Société Générale, mandates are managed by the group's asset manager, Société Générale Investment Solutions (France), and the entry-level mandate invests in funds from the group and its preferred partners; open architecture is only available from €2,000,000
- Only the funds of the group and its partners are exempt from custody fees, and the in-house selection carries entry fees
Platform & advice
Technology frees up time, the advisor gives it back to the client
- The flat fee comes with free account maintenance, securities account and transfers.
- The management fee varies with the chosen 29 Haussmann mandate.
- Wrapper and fund fees come on top; advisory management is billed separately, with an annual minimum charge.
Fees, firm by firm
The Wealth Management service: an annual service fee, plus a management fee that varies with the mandate.
- The flat fee comes with free account maintenance, securities account and transfers.
- The management fee varies with the chosen 29 Haussmann mandate.
- Wrapper and fund fees come on top; advisory management is billed separately, with an annual minimum charge.
Pricing: set out in the engagement letter, before the first investment.
- Mode de rémunération et montant arrêtés au premier rendez-vous, selon l'offre retenue, le volume confié et le périmètre de la mission.
- Parmi les offres, une formule à frais annuels fixes, en pourcentage de l'encours, environ 1 % en moyenne.
Compare RockFi with other firms
Your questions, our answers
How does RockFi differ from Société Générale Private Banking?
In the offering and the investment universe. RockFi is an open-architecture private wealth management firm that lists more than 3,000 solutions selected across the entire market.
At Société Générale, mandates are managed by the group's asset manager, the entry-level mandate invests in funds from the group and its preferred partners, and open architecture is only available from €2,000,000.
Who are RockFi and Société Générale Private Banking for?
Similar clienteles, with two published thresholds. RockFi supports clients from €250,000 in financial assets, with no upper limit, from a first portfolio to be structured to portfolios worth several million euros, with more than 60 advisors across France.
Société Générale Private Banking France, its official name, publishes a minimum investment of €500,000 in France and, according to the group's January 2025 press release, serves nearly 40,000 households representing around €50 billion in assets. Its model combines a private banker, the client's usual branch advisor and a team of experts, with nearly 600 private bankers and experts across the country.
What fees do you really pay at each firm?
At RockFi, the fee structure and amount depend on the chosen offering and are set out in the engagement letter, before the first investment; one of the options is based on fixed annual fees, around 1% of assets on average.
At Société Générale, the fee schedule dated 1 April 2026 includes an annual service fee, an all-inclusive management fee that varies with the mandate and assets, advisory fees for advised management with an annual minimum charge, custody fees outside mandates, brokerage on equities and entry fees on in-house fund selections; current rates appear in this schedule. Life insurance contract fees are not detailed there.
Let's discuss your situation.
Experience the new private wealth management.
An initial conversation to understand your goals and show you what RockFi Intelligence changes for you.