Cite Gestion

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

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

• Wealth management services
• Private banking
• Asset management
• Financial planning
• Global custody services

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. Advisory Services: Advisory mandates offered on deposited and non-deposited assets, generating advisory fees.
3. Execution-Only Services: Execution-only mandate services for clients who manage their own assets, generating transaction-based fees.
4. Global Custody: Custody services for client assets, generating custody and administration fees.
5. Financial Planning: Financial planning services for personal and professional situations.
6. 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

Core 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

Named customers2 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Eleven partnerships are on record, tiered core and minor.

• Lombard OdiercoreTechnology or Integration · 10 July 2025MyCGE 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 ManagementminorStrategic or Co-development Partner · 30 June 2025Expansion 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 InternationalcoreStrategic or Co-development Partner · 20 February 2025Cité 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 SAminorStrategic or Co-development Partner · 1 October 2024Partnership 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 BankscoreStrategic or Co-development Partner · 8 January 2024Cité 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'sminorGTM or Marketing Partner · 5 November 2023Cité Gestion held an exclusive client event at Four Seasons Hotel des Bergues in Geneva in partnership with Christie's, combining art and wealth management.
• LeonteqminorOEM/ Whitelabel/ Licensing Partner · 7 July 2021Tracker 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 BärminorOEM/ Whitelabel/ Licensing Partner · 19 March 2021Cité 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.
• AntonRâminorStrategic or Co-development Partner · 27 January 2021Together 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 TeamminorStrategic or Co-development Partner · 8 October 2020Integration 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)minorStrategic or Co-development Partner · 3 September 2020Collaboration 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

Direct 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

• LinkedInlinkedin.com/company/cit%C3%A9-gestion-sa

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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

M&A

Investments1 record

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

Frequently asked questions about Cite Gestion