With headquarters in Geneva and branch offices in Lausanne, Zurich and Lugano, Cité Gestion proposes a rare business model in Switzerland that combines the best of two worlds: the safety of a bank and the autonomy of an independent asset manager.
Cité Gestion was founded in 2009 as a securities dealer and was bought out by its management in 2017. It then merged with several other asset managers, before obtaining a bank license in 2022. Cité Gestion counts 125 employees, of which around 80 are client advisors with a long experience in wealth and investment management.
Cité Gestion benefits from a top-quality technical infrastructure provided by Lombard Odier, enabling wealth managers to use a solid framework within a flexible structure, and to offer maximum availability to their clients.
Cité Gestion SA
Rue de la Cité 15-17
CH - 1204 Geneva
Main activities
Cité Gestion is dedicated solely to the management of Swiss and international clients’ private wealth, offering advice based on an open architecture philosophy.
It provides pragmatical and bespoke wealth management solutions, ensuring they are in perfect adequation with the personal and professional, present and future needs of each client.
In addition to wealth management services, Cité Gestion offers a direct access to a large network of international partners for custody, insurance, legal and tax issues.
In brief
Discretionary management
Diversified investment strategy based on the relevant investment profile
Investment advice
Investment opportunities, research and financial analysis
Execution mandate
Facilitated brokerage on the main international financial markets
Wealth planning
Planning linked to succession, retirement and familial or professional evolutions
Multi-depotsits
A consolidated vision of all assets
Partners
Guy Barbey, CEO
Laurent Kramer, Vice-CEO
Christophe Utelli, Vice-CEO
Stéphane Barthassat
Sven Blake
Benjamin Droux
Nicolas Geissmann
Blaise Gillioz
Luc Jenkins
Thomas Schnurrenberger
Daniel Steffen
Board of directors
Germain Steiner
Jean-François Ducrest
Sophie Maillard
Patrick Fritz
Patrick Voegeli
Operations
Nicolas Moullet
Risk Management
Maria Besteiro
Compliance
Stéphane Paillard
Finance
Stéphane Demierre
Human Resources
Christian Zeller
Communication
Karen Schneider
Cité Gestion SA
Other members
