Cité Gestion

Investment discretion is distributed across approximately 90 wealth managers rather than concentrated in a central investment committee. Each wealth manager designs portfolios tailored to their own client book, ranging from discretionary mandates to advisory relationships. The bank provides infrastructure, compliance and strategic alliance benefits but does not impose a house view on asset allocation.

Cité Gestion operates a strategic alliance with EFG International, a global private banking group with a presence in over 40 countries. This alliance provides Cité Gestion's wealth managers with institutional-grade infrastructure while the Geneva-based bank retains its own FINMA license, independent governance and autonomous decision-making. Cité Gestion is not a subsidiary of EFG.

The firm’s public materials position it as a wealth manager for private clients, including Swiss and international individuals. Its structure, with independent wealth managers operating under a banking license, is designed for personal wealth rather than institutional fund management. No separate institutional business line is publicly disclosed.

The bank uses a white-labeled online platform called MyCGE, developed exclusively for Cité Gestion by Lombard Odier. It provides clients with secure access, consolidated asset views and financial information. The Lombard Odier partnership underscores the bank's strategy of sourcing institutional-grade technology while retaining an independent front office.

Cité Gestion reports a short-term liquidity coverage ratio of 300% on its website, well in excess of Basel III requirements. This conservative liquidity posture functions as a client-protection signal within Switzerland's private banking landscape, indicating that the bank holds substantial high-quality liquid assets relative to short-term outflows.