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DirectoryFinance & InsuranceBanksZurichCité Gestion SA Zweigniederlassung Zurich
Cité Gestion SA Zweigniederlassung Zurich Logo
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Cité Gestion SA Zweigniederlassung Zurich

Summary

About the company

Cité Gestion SA Zweigniederlassung Zurich provides tailored wealth management, financial planning, and global custody services. The firm combines an independent asset-management approach with institutional infrastructure and digital tools, maintains an alliance with EFG International, and uses a client platform developed for Cité Gestion by Lombard Odier.

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Offering

Products & services

Industry:Banks
✓ Offered6
Wealth management
Wealth management, advisory mandates and brokerage services; individual investment strategies, direct investments, funds, structured products and access to trading venues.
Financial planning
Financial planning for personal, business and family goals; support with asset financing, estate planning and legal, tax and administrative matters.
Asset administration and multi-booking
Administration of assets with Cité Gestion or with third-party banks in Switzerland and abroad; selection of the custodian bank and management of multiple booking entities.
Global custody
Global custody service for a consolidated view of assets, risk management, performance analysis, regular reporting and electronic access to all portfolios.
Online tools
MyCGE with secure access to portfolios, consolidated reports, financial information, research and secure communication with the advisor.
Open architecture
Open architecture with access to external partners, custodian banks, legal and tax advisors as well as specialized professionals and asset managers.
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Location

Bahnhofstrasse 78
8001 Zurich

At a glance

Legal form
Branch
UID
CHE-287.207.679
Founded
2012 · 14 years
Last commercial register change
May 27, 2022
Employees
11 to 20

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