Cite Gestion

A Mexico-born banker with Merrill Lynch, JP Morgan, UBS and Julius Baer experience covering the Mexican market; joined Cité Gestion in 2021.

A wealth manager with over 30 years' experience serving African-resident clients and former Bank Morval and Reyl management member; joined Cité Gestion in 2021.

A former Merrill Lynch and Coutts banker who advised Middle Eastern clients; joined Cité Gestion in 2019.

A private banker with 25+ years' experience covering the Middle East, with roles at Morgan Stanley, Deutsche Bank, HSBC and Credit Suisse; joined Cité Gestion in 2021 and became Partner in 2024.

A financial analyst with 10+ years in asset management and Lombard Odier, Crédit Agricole and BCV experience; joined Cité Gestion in 2022 as Managing Partner.

A senior banker active since 2002 with Credit Suisse experience in New York and Sydney; joined Cité Gestion in Zurich in 2012.

An economist and Certified Swiss Financial Analyst with Credit Suisse and Barclays experience; joined Cité Gestion in 2012 and became Managing Partner in 2017.

A wealth manager with over 30 years' experience and former CA Indosuez executive management member; joined Cité Gestion in 2017.

Former Ernst & Young consultant and Lombard Odier Chief Risk Officer; joined Cité Gestion in 2016 as COO/CFO/CRO and became partner and Deputy CEO in 2017.

A wealth manager with over 20 years' banking experience specializing in French-speaking and European markets, including 10+ years at Banque Morval; joined Cité Gestion in 2018.

A CFA with over 35 years in banking and former UBS and Ultra Finance partner who joined Cité Gestion via the 2019 merger as Managing Partner.

A private banker with 30+ years' experience and roles at Credit Suisse, HSBC Guyerzeller and Heritage Bank; joined Cité Gestion as Partner in 2020.

A 25-year banking veteran with Zurich Cantonal Bank and Credit Suisse experience serving international HNWI clients; joined Cité Gestion in 2012 when it opened its Zurich branch.

A 25-year banking veteran who traded bonds at UBS and led fixed income funds at Lombard Odier; joined Cité Gestion in 2011, became CEO in 2016 and Managing Partner in 2017.

A private banker with over 25 years' experience serving Portuguese-speaking markets; joined Cité Gestion in 2014.

A wealth manager with over 30 years in Iberian private banking and long UBS experience; joined Cité Gestion in 2020.

A macroeconomic and central bank policy expert with 25+ years' experience and former Mirabaud director; joined Cité Gestion in July 2025 as Head of Investment Strategy.

A market specialist with over 20 years at UBS in the Iberian HNW department; joined Cité Gestion in 2021 as a senior manager.

A 25-year Crédit Suisse veteran who joined Cité Gestion in 2011 to open the Lausanne branch, which he heads, becoming Managing Partner in 2017.

A banker with 30 years' international experience including roles in Singapore, New York and Hong Kong and a long Lombard Odier career; joined Cité Gestion in 2019.

A Swiss lawyer with private banking and wealth planning experience at ING, Julius Baer and Coutts; joined Cité Gestion in September 2021.

A finance and economics expert who developed Barclays' East African business over nearly a decade; a wealth manager with Cité Gestion since 2014.

An INSEAD graduate and former Paribas trade finance specialist and ABN Amro private banking head; joined Cité Gestion in 2011 and became Managing Partner in 2017.

A 25-year portfolio and alternative investment veteran with Deutsche Bank and Pictet experience and founder of Green Blue Invest; holds a PhD in finance and drives ESG solutions at the firm.

A Geneva lawyer since 2004 specializing in financial regulation who joined Cité Gestion in 2012 and sits on the Executive Committee.

A 25-year markets veteran with Lombard Odier and Credit Suisse experience who joined Cité Gestion via Sartus Capital in 2022 as Managing Partner.

A former Canadian diplomat and Lombard Odier senior banker who led Sartus Capital before merging it with Cité Gestion in 2022; now Deputy-CEO and Head of Private Banking.

A banker with 30+ years' experience across trading and private banking at Coutts, Credit Suisse and Ultra Finanz; joined Cité Gestion in January 2019 as Managing Partner.

A markets specialist with 20+ years' experience at Royal Bank of Canada, Syz Bank and Sartus Capital; joined Cité Gestion's investment advisory team in 2022.

An investment specialist with 20+ years' experience since Lehman Brothers, managing funds for firms including Bellevue Asset Management and 6T Asset Management; expert in alternative and thematic investments.

A portfolio manager with 14+ years' experience at Lombard Odier and Sartus Capital; joined Cité Gestion's investment advisory team in 2022.

An investment expert with 20 years on international markets as a rates analyst and portfolio manager and currency advisor; an investment advisor at Cité Gestion since 2018.

A private banker with 22+ years' experience, starting at Credit Suisse then 15 years at smaller private banks, with a client-first relationship approach.

Co-Head of Operations since 2022 who coordinates day-to-day operations and operational risk; previously spent over ten years at Lombard Odier.

A convertible bond and Asian equities specialist with a long Lombard Odier career including Hong Kong; joined Cité Gestion in 2019 managing the CG Japanese convertible certificate.

Head of HR based in Zurich with extensive banking HR experience, including 15 years at Lombard Odier and prior work at UBS.

Co-Head of Operations overseeing credit portfolio management, financial analysis and audits, with 10+ years' private banking experience at Edmond de Rothschild and Pictet.

Chief Financial Officer and Deputy CEO of EFG International and EFG Bank since November 2017, with a long career in the EFG Group.

A CFA charterholder with Lombard Odier and Barclays experience and former CIO at And Private Wealth; joined Cité Gestion in 2018.

A CAIA charterholder with an Imperial College master's who specialized in investment funds in Hong Kong; joined Cité Gestion in 2020 as an investment advisor.

Head of Switzerland & Italy Region at EFG Bank, which he joined in 2017, after senior roles at BSI, Banca del Gottardo and Banca del Ceresio.

Chief Executive Officer of EFG International and EFG Bank since 2018, having joined EFG in 2012 as CFO and served as Deputy CEO from 2014.

A professional with 10+ years in private banking, fintech and finance education; responsible for business development of Green Blue Asset Management products for institutional clients.

A banker who spent 11 years at Credit Suisse covering the Middle East across all asset classes; joined Cité Gestion in 2021.

A banker with 13 years' experience at Millennium BCP and UBP focused on high net worth clients and family offices in Angola, Portugal, Mozambique, Namibia and South Africa.

A banker with 20+ years in corporate finance and private banking, with experience at HSBC Guyerzeller and Heritage Bank; joined Cité Gestion in 2020.

A Geneva lawyer of over 30 years and Vice President of the Cité Gestion Board since 2017, partner at Ducrest Heggli Avocats, and former bar association president.

A Swiss private banking professional with 15+ years serving UHNW clients; joined Cité Gestion in 2025 as Senior Relationship Manager.

Head of Business Risk Management since August 2023 overseeing operational risk and compliance; previously spent seven years at CA Indosuez and Azqore.

A trained pharmacist and healthcare analyst with 20+ years' experience and roles at ING and Lombard Odier; a healthcare portfolio manager specializing in biotech and M&A.

A finance and marketing professional with 20+ years' experience including a luxury watch brand; first joined Cité Gestion in 2012 and returned a decade later.

An HEC Lausanne graduate with 20 years in banking across Europe, including Credit Suisse and Banque Degroof Petercam; joined Cité Gestion in 2021.

Co-Head of Operations in Geneva overseeing payments, securities transfers and operational risk monitoring.

An advisor with 25+ years in global financial markets and roles at Rothschild, JP Morgan, UBS, Lombard Odier and Credit Suisse; joined Cité Gestion's advisory team in 2025.

An EHL 2024 graduate who joined Cité Gestion via internship and became a permanent Investment Advisory team member in 2025, focusing on structured products.

A Senior Investment Advisor with 25+ years in wealth management and former Lombard Odier Head of Investment for the Middle East and Africa; joined Cité Gestion in 2025.

A banker with 30+ years' experience including 16 years at UBS and roles at Ultra Finanz; joined Cité Gestion via the 2019 merger as Senior Relationship Manager.

A risk manager with 20+ years at Lombard Odier; joined Cité Gestion in 2017 as Head of Risk Management and a member of the Swiss Financial Analysts Association.

A Geneva attorney and CFA with 15 years in investment banking and private banking restructuring experience; joined Cité Gestion in 2026 as Head of Legal.

A wealth manager with 23+ years advising Middle East clients and prior roles at UBS and Credit Suisse; joined Cité Gestion in 2026.

Head of Operations with 20 years in financial markets operations; joined Cité Gestion in 2017 after roles at Lombard Odier.

A private banking specialist with 25+ years' experience including two decades at HSBC Private Bank Zurich; joined Cité Gestion in 2026 as a Banker.

A lawyer with a lengthy regulatory audit and compliance career, most recently Head of Compliance at Banque Cramer; joined Cité Gestion in 2025 as Head of Compliance.

A private banker with 20+ years advising entrepreneurial families on complex wealth structures; at Cité Gestion in Zurich since 2026.

A CFA and former Credit Suisse and Lombard Odier portfolio consultant for UHNWI clients; joined Cité Gestion in 2024 as Senior Portfolio Manager and Investment Advisor.

A former Lombard Odier trader and wealth manager and Banque Syz fund manager of nearly 15 years; joined Cité Gestion in 2016 as a senior portfolio manager.

A CFA charterholder and Certified Wealth Management Advisor with Credit Suisse and UBS UHNW experience; joined Cité Gestion in 2025 as an Investment Advisor.

A compliance leader with 20+ years' experience at banks including BNP Paribas and Credit Suisse; joined Cité Gestion in 2024 as Co-Head of Compliance and Central File.

A senior private banker with over 30 years' wealth management experience, notably at Société Générale and BIL; joined Cité Gestion in 2024.

A CFA with 18 years across private banking, venture building and consulting and former Lombard Odier Chief of Staff; joined Cité Gestion in 2026.

Co-Head of the Central File who joined Cité Gestion in 2010 and helped implement its operational structure, handling banking transactions, accounting and AML/FATCA/CRS matters.

Head of Finance who began at PwC as a bank auditor; responsible for accounting, regulatory reporting and controlling at Cité Gestion since 2015.

A lawyer with 20+ years in banking compliance and onboarding at HSBC, LGT and Vontobel; joined Cité Gestion in 2023.

A financial analyst and lawyer with 30+ years in wealth management at Darier & Cie, Credit Suisse First Boston and BCV; joined Cité Gestion in 2022.

An IMC holder specializing in cross-asset portfolio construction and multi-currency risk management with UBS and HSBC experience; joined Cité Gestion in 2025.

A senior relationship manager advising mainly Asian-based clients on investments, asset allocation and financing, with prior project management and advisory experience.