Cite Gestion
- Company typePrivate
- Founded2009
- HeadquartersGeneva, Switzerland
- Headcount51–100
- GTM typeB2C
- OfferingServices
Cite Gestion firmographics
Firmographics- Name
- Cite Gestion
- Legal name
- Cité Gestion SA
- Website
- https://cite-gestion.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Cite Gestion industry classification
Industry- Product category
- Private Banking / Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- National Commercial Banks (6021)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Cite Gestion is headquartered
LocationHeadquarters
- HQ city
- Geneva
- HQ country
- Switzerland
- HQ region
- Europe
Offices3 records
Markets served
Cite Gestion business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales, Others
Revenue model
- Wealth Management & Asset Management Fees: Cité Gestion charges fees for bespoke asset management and discretionary mandates, where wealth managers design personalized investment solutions for clients based on their personal and professional situations. Revenue is generated through management fees on assets under supervision.
- Advisory Services: Advisory mandates offered on deposited and non-deposited assets, generating advisory fees.
- Execution-Only Services: Execution-only mandate services for clients who manage their own assets, generating transaction-based fees.
- Global Custody: Custody services for client assets, generating custody and administration fees.
- Financial Planning: Financial planning services for personal and professional situations.
- Tax Services: Tax assistance and statement services for individuals, subject to country-specific terms and conditions.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Cite Gestion product offering
Product offeringCore offering
Cité Gestion is a Swiss FINMA-regulated private bank that delivers personalised wealth management to high net worth individuals and families. Its offerings span bespoke discretionary and advisory asset management mandates, execution-only brokerage, global custody, multi-booking across multiple custodians, and financial planning supported by the proprietary MyCGE digital platform.
Product overview
Cité Gestion is a Swiss private bank offering a comprehensive suite of wealth management services through its proprietary and partner-developed product ecosystem. The core offering centers on MyCGE, a secure e-banking platform developed by Lombard Odier, which provides consolidated portfolio views, messaging, research, and reporting. The product suite includes a range of investment products: Cité Gestion ETF Portfolios (launched 2015, focusing on compounding and diversification), the Cité Gestion Real Estate Basket (tax-efficient ETF-based real estate investments with IMvestir Partners), the Growth Strategy certificate (60% equity-focused buy-and-hold approach issued via Julius Bär), the GBI Good Governance Fund (US equity selection with governance angle), and Tracker Certificates on proprietary dynamic strategy indices (issued via Leonteq and collateralized at SIX). The bank operates under FINMA regulation and partners with EFG International for strategic alliance, while maintaining open architecture through multi-custodian capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- MyCGE Online Banking Platform Secure e-banking platform developed by Lombard Odier exclusively for Cité Gestion's sole use, offering 360° consolidated global overview of assets, financial information, messaging, research, and detailed reporting accessible from computer, tablet, or smartphone. Designed for private banking clients of Cité Gestion.
- Bespoke Asset Management (Discretionary Mandates) Personalised discretionary investment mandates where wealth managers design and manage bespoke investment solutions for high net worth clients based on their personal and professional situations.
- Advisory Mandates Advisory services offered on both deposited and non-deposited assets, providing clients with investment recommendations while retaining client decision-making authority.
- Execution-Only Services Execution-only brokerage services for clients who manage their own investment decisions independently, charging transaction-based fees.
- Global Custody Custody and administration services for client assets held across multiple jurisdictions, generating custody and administration fees.
- Multi-Booking / Multi-Custodian Solutions Solutions enabling clients to manage assets across multiple banks simply, efficiently and flexibly through a seamless multi-custodian experience, supported by Wize technology integration.
- Financial Planning Financial planning services covering personal and professional financial situations for private clients.
- Tax Services Tax assistance and statement services for individuals, available under country-specific terms and conditions.
- Cité Gestion ETF Portfolios A suite of exchange-traded fund portfolios focused on the power of compounding and diversification, designed for private clients seeking passive, diversified exposure.
- Cité Gestion Real Estate Basket Invests in tax-efficient, exchange-listed funds focused on real estate, offered in partnership with IMvestir Partners SA.
- Cité Gestion Growth Strategy Certificate A certificate focusing on capital appreciation, composed mainly of passive instruments such as ETFs with 60% equity exposure and a buy-and-hold approach, issued by Julius Bär.
- GBI Good Governance Fund A fund selecting US (and now French) equities with a governance-led investment angle, developed in collaboration with Professor Didier Cossin from IMD.
- Tracker Certificate on the Cité Gestion CHF Dynamic Strategy Index A tracker certificate linked to the Cité Gestion CHF Dynamic Strategy Index, issued by Leonteq and collateralized at SIX Swiss Exchange.
- AtonRâ Smart Innovation Strategy An actively managed long-only certificate in US dollars, launched jointly with Geneva-based asset manager AntonRâ, focused on smart innovation themes.
Quantifiable outcome
- CHF 8 billion in assets under management and supervision
- +3 more outcomes
Companies that use Cite Gestion
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles2 records
Cite Gestion technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Cite Gestion partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- Lombard OdiercoreMyCGE online banking platform was specially developed by Lombard Odier exclusively for Cité Gestion's sole use. The platform provides secure access, 360-degree consolidated asset views, messaging, research, and detailed reporting capabilities.
- Caisse des Dépôts and Rcube Asset ManagementminorExpansion of the Stewardship Model (GBI Good Governance Fund philosophy, +20% vs US Index since launch) to the French equity market, in partnership with Professor Didier Cossin, Caisse des Dépôts, and Rcube Asset Management.
- EFG InternationalcoreCité Gestion joined forces with EFG Group, the 6th largest private banking group in Switzerland, in a strategic partnership approved by FINMA. Cité Gestion operates as an independent entity, retaining its name, governance, and teams while being strengthened by EFG's global reach and capabilities across 40+ countries. The transaction closed in October 2025 following FINMA approval. This alliance enables Cité Gestion to accelerate growth while maintaining its entrepreneurial independence.
- IMvestir Partners SAminorPartnership with IMvestir Partners SA for the Swiss Real Estate Basket, investing in tax-efficient exchange-listed funds. The basket celebrated its first anniversary in September 2024 and second anniversary in October 2025.
- Association of Swiss Private BankscoreCité Gestion was elected to the Association of Swiss Private Banks, joining distinguished members including Pictet, Lombard Odier, Mirabaud, Bordier, Reichmuth, Rahn+Bodmer, and Gutzwiller, contributing to the development of the financial sector in French-speaking Switzerland through family office expertise.
- Christie'sminorCité Gestion held an exclusive client event at Four Seasons Hotel des Bergues in Geneva in partnership with Christie's, combining art and wealth management.
- LeonteqminorTracker Certificate on the Cité Gestion CHF Dynamic Strategy Index was issued by Leonteq, collateralized at SIX. This followed the successful launch of USD and EUR Dynamic Strategy AMCs.
- Julius BärminorCité Gestion Growth Strategy certificate issued by Julius Bär, focusing on capital appreciation with 60% equity exposure using a buy-and-hold approach. The certificate is open and tradable in 10 banks including UBS, Credit Suisse, and Swissquote.
- AntonRâminorTogether with Geneva-based asset manager AntonRâ, Cité Gestion launched the AtonRâ Smart Innovation Strategy, an actively managed long-only certificate in US dollars launched in December 2019, delivering strong performance.
- Leuba and TeamminorIntegration of Mr. Leuba and team to cover the European market broadly, notably through structuring a new division dedicated to the Iberian Peninsula.
- Professor Didier Cossin (IMD)minorCollaboration with Professor Didier Cossin from IMD Lausanne on governance-led investing. Cité Gestion organized events on 'Governance as a driver of investment performance' and expanded the Stewardship Model (GBI Good Governance Fund philosophy) to the French equity market in June 2025 in partnership with Professor Cossin, Caisse des Dépôts, and Rcube Asset Management.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Cite Gestion competitors and assessment
Company assessmentDirect peers
- Mirabaud: Geneva-based independent Swiss private bank offering wealth management, asset management, and securities services. Closely comparable to Cité Gestion in scale, Geneva heritage, independent ownership model, and HNW family/founder client focus.
- Bordier & Cie: Geneva-based Swiss private bank founded 1844, family-owned, providing wealth management and asset management services. Direct comparable in independence, Geneva HQ, multi-generational HNW client base, and boutique service model.
- Reichmuth & Co: Lucerne-based independent Swiss private bank with HNW focus. Comparable as a fellow member of the Association of Swiss Private Banks with similar independent ownership and relationship-manager-led wealth management model.
- Rahn+Bodmer: Zurich-based independent Swiss private bank with HNW client focus. Direct comparable in independent Swiss ownership, HNW family wealth management focus, and fellow Association of Swiss Private Banks membership.
- Gutzwiller: Basel-based Swiss private bank with long heritage and HNW focus. Comparable as a fellow small independent Swiss private bank member of the Association of Swiss Private Banks with traditional relationship-driven model.
- Hyposwiss: Zurich-based independent Swiss private bank focused on HNW clients and family offices. Comparable in scale, independent ownership, Swiss HNW wealth management focus, and bespoke service model.
Broad incumbents
- Lombard Odier: Geneva-headquartered Swiss private bank, former parent of Cité Gestion. Comparable as a larger Swiss wealth manager with similar Geneva roots, HNW client focus, and bespoke advisory approach, but materially larger in AUM and global reach.
- Pictet Group: One of the largest Geneva-based Swiss private banks with CHF ~700B+ AUM. Comparable in Geneva heritage and Swiss private banking focus, but operates at much greater scale with full asset management, wealth management, and institutional services.
- EFG International: Zurich-listed Swiss private banking group (6th largest in Switzerland) with 40+ country presence. Cited as Cité Gestion's strategic alliance partner since October 2025; highly comparable in Swiss private banking focus and HNW client base but materially larger and geographically diversified.
- Julius Baer: Zurich-headquartered Swiss wealth manager (SIX-listed) with global presence. Issues the Cité Gestion Growth Strategy certificate and is comparable as a larger Swiss wealth manager with similar HNW client focus and bespoke investment strategies.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Cite Gestion social profiles
Digital presenceCite Gestion compliance and trust
Trust signalCompliance3 records
Cite Gestion financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cite Gestion leadership team
Management profileNumber of profiles
Profiles7 records
Cite Gestion funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cite Gestion M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cite Gestion
What does Cite Gestion do?
Cité Gestion is a Swiss FINMA-regulated private bank that delivers personalised wealth management to high net worth individuals and families. Its offerings span bespoke discretionary and advisory asset management mandates, execution-only brokerage, global custody, multi-booking across multiple custodians, and financial planning supported by the proprietary MyCGE digital platform.
Is Cite Gestion a public or private company?
Cite Gestion is a private company. It is classified as corporate owned and is currently operating.
When was Cite Gestion founded?
Cite Gestion was founded in 2009. It employs 51 to 100 people.
Where is Cite Gestion based?
Cite Gestion is headquartered in Geneva, Switzerland, in the Europe region.
How does Cite Gestion make money?
Six revenue lines are on record. Wealth Management & Asset Management Fees are the primary driver. The others are advisory Services, execution-Only Services, global Custody, financial Planning and tax Services.
Who are Cite Gestion's main competitors?
Direct peers on record are Mirabaud, Bordier & Cie, Reichmuth & Co, Rahn+Bodmer, Gutzwiller and Hyposwiss. Broad incumbents are Lombard Odier, Pictet Group, EFG International and Julius Baer.
Does Cite Gestion have an API?
No public API is recorded for Cite Gestion.
What industry is Cite Gestion in?
Cite Gestion's product category is Private Banking / Wealth Management. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6021.