Cité Gestion SA

Cité Gestion SA is a Swiss private bank headquartered in Geneva and supervised by FINMA under Swiss banking and securities regulation. The firm focuses on wealth management, offering discretionary portfolio management, investment advisory, and execution-only services for private clients, families, and entrepreneurs, together with custody and consolidated reporting. Investment services cover listed securities across equities and fixed income, investment funds and ETFs, foreign exchange, and derivatives, with access to structured products issued by third parties; Lombard lending secured by liquid portfolios is available subject to collateral requirements and risk policies. Accounts are typically offered in major currencies with e-banking access and periodic statements; securities held in custody are segregated from the bank’s own assets, and eligible cash deposits fall under the Swiss depositor protection scheme (esisuisse) up to CHF 100,000 per client. Cross-border services are provided only where permitted by local laws, and standard Swiss and international compliance frameworks apply, including AML/KYC, the Automatic Exchange of Information, and FATCA for relevant clients. Pricing generally consists of custody and brokerage charges alongside mandate management fees and, where applicable, performance fees or product-related spreads; detailed tariffs, reporting options, and any minimum relationship size are supplied directly by the bank. As a smaller private institution, it does not typically carry public credit ratings and publishes a level of financial disclosure consistent with Swiss private banks rather than large listed groups. Notable recent activity includes involvement in digital-asset infrastructure initiatives, such as the 2023 tokenization of its own shares with a Swiss technology provider. Prospective clients should review mandate terms, execution venues, conflict-of-interest management, lending conditions, fee schedules, and cross-border eligibility before opening an account.