Your assets
PROTECTION
AND GROWTH
Are you looking for a trusted, experienced partner to manage your wealth? Our wealth managers offer more than simple investment solutions. They will tailor their response to your personal situation while working to protect and grow your assets, in full compliance with regulatory requirements and supervised by FINMA.
Management and multi booking
An independent wealth manager backed by a banking licence
As a third-party manager by nature, holding a banking licence since 2022, you have the choice of depositing your assets directly with Cité Gestion and/or benefiting from our unique multi-booking capability by entrusting us with the management of your assets deposited with a large number of third-party banks in Switzerland and internationally.
Wealth Management
Pragmatic, tailored solutions
The usual approach to wealth management includes an analysis of your situation, a risk assessment, the choice of suitable investment strategies and regular reviews. At Cité Gestion, we go beyond this and offer highly personalized solutions for all types of investment mandate.
Discretionary portfolio management
Delegate the management of your assets to one of our wealth managers and enjoy access to carefully managed investments available in different currencies. Your portfolio will be managed individually and will benefit from diversified, liquid, transparent investments tailored to your investor profile, your needs and your goals.
Advisory
If you prefer to take an active role in managing your assets, our wealth managers will advise you on your investment decisions, taking into consideration your goals and your constraints. They will use top-quality financial analysis and their experience in the financial markets to find you the best investment opportunities.
Execution
To complement our investment and advisory services, our infrastructure also gives you access to brokerage services on the world’s main financial markets at all times. On request, our wealth managers will register your orders and perform transactions on your behalf, guided by best-execution principles.
A wide range of investment choices
Our wealth managers draw on the recommendations made by our Investment Committee and research from our professional investment partners. They provide access to a full range of products to maximize your portfolio returns while taking all your constraints into account.
- Direct investments (equities or bonds)
- Asset allocation funds (selection of investment vehicles)
- Investment funds (selection of the best external conventional and alternative funds)
- Structured products (tailor-made products)
FINANCIAL PLANNING
Beyond portfolio management
Projects, wealth financing, succession, family or professional developments, in any life situation you may encounter, we provide advice with a focus on tax-efficient solutions, both in your investment strategies and in the management of your wealth. You can rely on tailored legal, tax and administrative support designed to ensure the long-term management of your financial, professional, social and family assets.
GLOBAL CUSTODY
Excellence in decision-making
By choosing Cité Gestion, you have complete freedom to choose your asset manager or your custodian. You can also keep track of all your accounts held with different institutions. To avoid the complications arising from using multiple custodians, we offer a Global Custody service covering all your financial and non-financial assets (real estate, hedge funds, private equity investments, art, yachts, private jets, etc.), with all the advantages this brings:
- Global risk management (currency, asset types)
- Administration and accounting for all your assets
- Measurement and analysis of your portfolios’ performance
- Regular, personalized, consolidated reporting
- Online access to all your portfolios
Our partners
Direct access to a vast network
Thanks to our owner EFG and our privileged contacts, we can open doors for you to the best lawyers and tax specialists in the market, as well as the best custodian banks. Our structure is also approved by most of the leading insurance companies under Luxembourg law.
