THE ESSENCE
OF FREEDOM
01
Our profile
SOLIDITY AND INDEPENDENCE
Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while benefiting from the expertise of experienced professionals who enjoy considerable freedom in their activities and choices.
Enjoy the best of both worlds
Cité Gestion offers the best of both worlds for the management of your wealth: you can use our structure to open accounts, deposit your assets with us and manage them under our FINMA-regulated banking license. At the same time, you benefit from the flexibility and pragmatic approach of an independent bank. Our unique business model gives our wealth managers freedom to focus on the very essence of their activity: you, your needs and your aspirations.
02
your assets
Bespoke management
To protect and grow your assets, our wealth managers will work with you to design a personalized investment solution suited to your personal and professional situation.
Learn more03
our team
Designated advisors
Our wealth managers will build a lasting partnership and a close relationship with you, drawing on their lengthy experience to offer tailored wealth management solutions – a far cry from the standardized services offered by large organizations.
Meet our team04
our added value
High-quality infrastructure
Our wealth managers enjoy first-class operational and administrative support and use one of the most reputable technical solutions in Switzerland, allowing them to devote all their time to managing your affairs.
Our added value05
OUR KEY FIGURES
15 years
Founded in 2009
481%
Our short-term liquidity coverage ratio (LCR)
120 employees
Including app. 80 wealth managers dedicated to managing client assets
CHF 9.5 billion
Our assets under management and supervision
06
our online services
Our online platform offers secure access, a global or consolidated overview of your assets, financial information and more. MyCGE was specially developed by Lombard Odier for Cité Gestion’s sole use.
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