22.09.2021
Welcome to Mr. Alberto Cervantes !
Cité Gestion is pleased to announce the arrival this month of Mr. Alberto Cervantes in its Geneva office.
Alberto Cervantes, born in Mexico, started his successful banking career at the age of 19 years old at BBVA Bancomer in Mexico. After completing his studies at Universidad Iberoamericana in Mexico, he obtained a master degree in Financial Economics and a second one in Politics for Development in Latin America at the London School of Economics & Political Science (2000).
After several years in London as Vice President at Merrill Lynch London and at JP Morgan Private Bank, he moved to Switzerland in 2008 with the main objective of developing Mexican Market. He first works as Executive Director at UBS Private Bank and later in 2013, he joined Julius Baer Private Bank as a part of the acquisition of Merrill Lynch Bank Switzerland covering the Mexican Market.
In 2021, Alberto Cervantes joined Cité Gestion as experienced and independent banker in order to provide personalized and superior financial advice to his clients residing in Mexico.
Alberto Cervantes holds a Certified Wealth Management Advisor Certificate, SAQ (2020) and a Diploma in Risk Management at the University of Chicago (2002) as well.
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19.09.2024
1st Anniversary of our Swiss Real Estate Basket
We are happy to celebrate with you the first anniversary of our Swiss Real Estate Basket, that invests in tax-efficient and exchange-listed funds in partnership with IMvestir Partners SA. We thank you for your support and confidence, without which this milestone could not have been achieved !
Read the article20.08.2024
Discover our DNA on video!
At Cité Gestion, the focus will always be on the essentials: freedom, simplicity and proximity.
Discover our DNA by watching our teaser and stay tuned for the rest of our adventures!
watch the video18.07.2024
Bechtle x Cité Gestion
We're honored to have been invited to speak at the Bechtle IT Forum, an annual gathering of some thirty strategic players from the IT world, focusing on topical issues. The feedback on our IT migration and the ensuing discussions were very positive!
read the Linkedin post12.07.2024
Our Web4Connect event is on !
Here we are! The 1st edition of a unique and selective event that looks into the future of Blockchain, AI & Finance will take place on 10 September 2024 at Four Seasons Geneva.
Read more