CIGP

What CIGP does

CIGP (Compagnie d'Investissements et de Gestion Privée) is a privately held Swiss private and investment bank founded in 1964 in Geneva by Riccardo Tattoni and now led by the third generation of family leadership. Operating from five offices across three continents (Geneva as headquarters, Hong Kong as regional headquarters, plus Dubai, London, and Milan), the firm serves high-net-worth individuals, families, entrepreneurs, and corporations with four integrated service lines: Wealth Management, Asset Management (including six proprietary mutual funds operating since 1996), Investment Banking (M&A, financing, valuation, sales & trading), and Corporate Services (global custody, Lombard lending, transaction, cash management, and fund administration). Revenue is generated through recurring management and advisory fees, transaction-based fees, and financing spreads, with services restricted to Professional Investors under each jurisdiction's regulatory framework.

The firm's technology stack centers on a proprietary CIGP ePlatform providing real-time account access, analytics, custody, and corporate services to clients, complemented by AI-driven quantitative investment strategies within its asset management division. Business is sourced through a relationship-based GTM model: each client is assigned a single dedicated relationship manager across all service lines, supported by 30+ investment professionals with backgrounds at JP Morgan, Credit Suisse, Pictet, UBS, HSBC, and other tier-one institutions. Regulatory authorization spans Hong Kong SFC (Type 1, 4, 9), UK FCA, Dubai DFSA, and Swiss SO-FIT, with an active FINMA licensing application in progress.

Recent strategic activity includes advisory mandates in digital infrastructure (notably the 2026 ACS Group / Global Infrastructure Partners 1.7 GW data centre JV), geographic expansion via a new Milan office, ongoing senior leadership hiring across investment products and operations, addition of fintech and digital assets advisory capability, and selection of FA Solutions as a technology partner for wealth and asset management platforms.

Name

CIGP

Legal name

Compagnie d'Investissements et de Gestion Privée

Website

https://cigp.com

Company type

Private

Founded year

1964

Operating status

Operating

Headcount range

11–50 employees

Short description

CIGP is a privately held Swiss private and investment bank founded in 1964, operating from five offices (Geneva, Hong Kong, Dubai, London, Milan) and serving high-net-worth individuals, families, entrepreneurs, and corporations across Wealth Management, Asset Management, Investment Banking, and Corporate Services.

Ownership category

akta.pro rank

Product category

Private & Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Miscellaneous Financial Investment Activities (523999)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)

akta.pro primary industry

Global Custody (Cross-Border & Multi-Market) (FSAFAHAA)

akta.pro secondary industry

Corporate & Institutional Trust Services (FSAAANAB)

Keywords

• Private banking services
• Wealth management advisory
• Investment banking advisory
• Asset management solutions
• Corporate custody services

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Wealth Management Fees: Fee-based wealth management services including investment plans, portfolio management, and global asset allocation tailored for families and entrepreneurs.
2. Asset Management Fees: Management fees from alternative co-investments, private equity, debt investments, and six proprietary mutual funds with audited performance records.
3. Investment Banking Advisory: Advisory fees from M&A execution, equity and debt financing, joint ventures, and company valuation services for entrepreneurs worldwide.
4. Corporate Services Fees: Fees from global custody, financing (Lombard credit), transaction services, cash management, escrow services, and fund administration.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

CIGP is a private and investment bank providing four integrated service divisions: Wealth Management (tailored global asset allocation and investment plans for families and HNW individuals), Asset Management (alternative co-investments, private equity, debt investments, and six proprietary mutual funds), Investment Banking (M&A advisory, equity/debt financing, joint ventures, company valuation, sales and trading), and Corporate Services (global custody, financing, transaction services, cash management, fund structuring and administration). Services are delivered through dedicated relationship managers across five offices in Geneva, Hong Kong, Dubai, London, and Milan.

Product overview

CIGP (Compagnie d'Investissements et de Gestion Privée) is a private and investment bank founded in 1964, offering an integrated financial services platform spanning four core business divisions: Wealth Management, Asset Management, Investment Banking, and Corporate Services. The firm operates as a unified platform rather than separate products, providing personalized, independent financial advisory and management services to entrepreneurs, families, and corporations globally. The CIGP Electronic Platform serves as the digital interface enabling clients to access all services, while specialized sub-products include Investment Approach and Portfolio Management (Wealth Management); Fund Advisory, Direct Investments, and Quantitative Finance (Asset Management); M&A Advisory, Global Financing, Sales & Trading, and Company Valuation (Investment Banking); and Global Custody, Financing, Transaction Services, Cash Management, Fund Structuring & Administration, and Digital Platform (Corporate Services).

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management

Named customers4 records

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature2 records

Partnerships

One partnership is on record.

• ACS Group and Global Infrastructure Partners (GIP)coreStrategic or Co-development Partner · 3 February 2026CIGP was honored to have supported ACS Group, a global leader in digital infrastructure, in connection with the formation of a 50:50 joint venture with Global Infrastructure Partners (GIP) to launch a global data centre development platform with an initial 1.7 GW portfolio.

Scale indicators5 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Pictet Group: Pictet is a Swiss private bank founded in 1805, also Geneva-headquartered, serving HNW individuals and families with wealth management, asset management, and asset services. Multiple CIGP partners (e.g., Nicolas Staerkle, Xuan-Lam Nguyen Tang) and senior advisors (e.g., Sylvain Matthey-Junod) came from Pictet, making it the closest structural and philosophical comparable.
• Lombard Odier: Lombard Odier is one of the largest independent Swiss private banks, offering private banking, asset management, and Lombard lending. Luciano Tattoni worked at Lombard Odier, and CIGP's model of independent HNW-focused Swiss private banking directly mirrors Lombard Odier's positioning.
• EFG Bank: EFG International is a Swiss private banking group headquartered in Geneva, focused on HNW clients across Europe, Asia, the Middle East, and Latin America. CIGP's geographic footprint (Switzerland, Hong Kong, Dubai, London, Milan) and HNW entrepreneur focus closely parallel EFG's model.
• Mirabaud: Mirabaud is a Geneva-based Swiss private bank offering wealth management, asset management, and corporate finance. Both firms are independent Swiss private banks of comparable scale serving HNW clients in Geneva with similar service offerings.
• Edmond de Rothschild: Edmond de Rothschild is a family-controlled Swiss private bank serving HNW clients globally with wealth and asset management plus investment banking. The family-ownership heritage and entrepreneur-focused positioning directly mirror CIGP's value proposition.
• Vontobel: Vontobel is a Swiss-listed private banking and asset management group serving HNW and institutional clients across wealth, asset management, and investment banking. Comparable mix of services, Swiss heritage, and entrepreneur client base.
• Indosuez Wealth Management: Indosuez is the wealth management arm of Crédit Agricole serving HNW clients globally with private banking, asset management, and corporate services. Its multi-jurisdictional HNW focus and family-wealth emphasis make it directly comparable.
• VP Bank: VP Bank is a Liechtenstein-headquartered private bank with offices in Switzerland, Luxembourg, Hong Kong, Singapore, and other locations serving HNW clients. Its cross-border footprint and similar service menu make it a scale-comparable peer.

Regional players

• Hywin Wealth Management: Hywin Wealth Management is a China-based independent wealth manager with significant Hong Kong presence serving HNW Chinese clients globally. Comparable HNW/entrepreneur target segment with strong Asia Pacific orientation.

Broad incumbents

• UBS Wealth Management: UBS Wealth Management is the world's largest wealth manager with $5+ trillion in invested assets, serving ultra-HNW and HNW clients globally. It is a broad incumbent competitor whose scale and platform breadth set the upper bound on the addressable opportunity for boutique rivals like CIGP.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/cigp_official
• LinkedInlinkedin.com/company/group

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CIGP