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DirectoryFinance & InsuranceBanksLausanneCité Gestion SA, succursale de Lausanne
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Cité Gestion SA, succursale de Lausanne

Summary

About the company

The core activity of Cité Gestion is wealth management, i.e. the management of assets for private clients. This includes investment advice, portfolio management, the creation of investment strategies and the execution of transactions on the financial markets. The company also offers services in the areas of succession planning, asset succession and tax planning. As a bank, Cité Gestion is also able to manage customer accounts and offer payment transaction services.

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Offering

Products & services

Industry:Banks
✓ Offered6
Wealth management
Discretionary management, advisory mandate and execution mandate, with tailored investment strategies, diversified placements and brokerage on the main international markets.
Wealth services
Legal, tax and administrative advice for wealth projects, financing, succession, family or professional development, with a tax-efficient approach and long-term management.
Global Custody
Service for consolidating and supervising financial and securities assets, with risk management, administration, accounting, performance measurement, consolidated reporting and computerized access.
Management and Multi-Booking
Management of assets held with Cité Gestion or with third-party banks, in Switzerland and internationally, with the possibility of multi-booking for multiple deposits.
Online tools
Secure access to MyCGE to view portfolios and reporting, track markets and financial research, download bank documents and exchange with the advisor.
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Location

Place Saint-François 11
1003 Lausanne

At a glance

Legal form
Branch
UID
CHE-132.421.872
Founded
2011 · 15 years
Last commercial register change
December 29, 2011
Employees
11 to 20

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