Our profile
INDEPENDENCE
AND PROXIMITY
Thanks to a streamlined structure and first-class infrastructure reinforced by our alliance with EFG International, a global private banking group with a presence in over 40 countries worldwide, Cité Gestion offers you a comprehensive range of wealth management services while providing you with the support of experienced professionals who enjoy considerable freedom of action and decision-making.
The House of Wealth Managers
By joining Cité Gestion, professional wealth managers find the perfect balance between independence and operational support. Individually or as a team, they benefit from an integrated back-office framework (compliance, legal, operations, etc.), under the regulatory authority of FINMA, while retaining their freedom. This harmony allows them to focus on what matters most: the aspirations and needs of their clients.
The Clients’ Reference Point
Cité Gestion’s sole activity is the management of Swiss and international clients’ private wealth. It combines the independence of bank to the discipline and security of an institution supervised by FINMA.
We are licensed as a Swiss bank a status that allows us to focus on our role as wealth managers, which is to advise and serve you in your best interests. Cité Gestion has offices in Geneva, Lausanne and Zurich and boasts top-quality administrative and technical infrastructure specially developed by Lombard Odier. This guarantees we have solid processes, with the advantage of enabling us to offer custody services or account openings directly with us, simplified administrative tasks and responsive, effective back office processes. There are no constraints as you are free to choose where you deposit your assets and the jurisdiction that applies.
Our values
Our three core values
Our core values – a close relationship, freedom of action, efficiency and rigor – support our promise to nurture the special partnership we share with you.
- A close relationship
- Focusing all our attention on protecting and developing your wealth and/or that of your clients is our top priority. In the face of increasing standardization in financial services, we are committed to offering you tailor-made, pragmatic solutions that are adapted to your situation, while maintaining a long-term relationship with you based on dialogue and mutual understanding.
- Freedom of action
- Cité Gestion's wealth managers are experienced entrepreneurs and professionals who enjoy complete autonomy in their work. Their sole objective is to meet your needs by providing real added value, in full compliance with the rules laid down by our supervisory authorities. This mission is based on experience and responsibility, team spirit, and knowledge sharing. At Cité Gestion, results are measured by the daily commitment of your advisor.
- Efficiency and rigor
- Our status of bank combined to an independent wealth manager afford us the freedom to advise you throughout your life while providing the safeguards that come from being regulated by the Swiss supervisory authority, FINMA. This unique business model requires discipline in our management and efficiency in our execution.
Our history
A history of growth
We created Cité Gestion so you can benefit from personalized investments, flexible solutions and a long-term relationship. Our aim was to bring back a more traditional approach to private banking.
