Welcome to Mr. José Prieto

Cité Gestion is pleased to welcome Mr. José Prieto in its Geneva office.

José Prieto is graduated in wealth management and he's a market specialist with more than 20 years of experience in wealth management at UBS. As a member of the management team, he was in charge of clients and their development within the Iberian High Networth department. 
In 2021, he has joined as a senior manager the team of Mr. W. Leuba, for the Iberian market, together with Ms. Garcia and Ms. Mancini Grin, all from UBS.

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Newsletter : The Fed still King | April 2021

Cité Gestion is pleased to announce the launch of its April 2021 Newsletter.

  1. Macro, Fixed Income and Rates
  2. Equity 
  3. Forex and Commodities
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Cité Gestion and Swiss rowing

Cité Gestion is pleased to support the talented athlete Sofia Meakin and especially during the upcoming European rowing championship that will be take place in Varese (Italy) from 8-11 April.

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Cité Gestion Growth Strategy

Cité Gestion has launched its Growth Strategy certificate. This certificate aims to provide capital appreciation over the medium term and is composed mainly of passive instruments such as ETFs. The focus is on asset allocation which is based on the Cité Gestion growth profile with 60% exposure to equities. Changes in asset allocation are not frequent and the strategy has a « buy and hold » approach for investors with a longer-term time horizon. The Cité Gestion Growth Strategy certificate is issued by Julius Bär. The certificate is open and tradable in 10 banks among which UBS, Credit Suisse and Swissquote.

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Interview with Patrick Voegeli in Sphere Magazine

Cité Gestion aims to accelerate its development in Zurich. Recently appointed partner of the wealth management company, Patrick Voegeli is in charge of contributing to this growth, with the mission of developing private clients by focusing on entrepreneurs, notably through a product approach. (Press release in French or in German)

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Newsletter : Inflation Revival ? | March 2021

Cité Gestion is pleased to announce the launch of its March 2021 Newsletter.

  1. February 2021 Review
  2. Macro Update
  3. Fixed income Strategy
  4. Equity Strategy
  5. Forex and Commodities
Read the Newsletter

Welcome to Mrs. Laetitia Glauser Vulliemin

Cité Gestion is pleased to announce the arrival of Mrs. Glauser Vulliemin in its Lausanne offices. She joined Cité Gestion in order to provide a quality and personalised service in financial investment management and wealth planning.

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