Cité Gestion

[JohnnyDoe]

Wealth Management

Crypto friendly, they cooperate with Mt. Pelerin.

 

[Martin Everson]

Are they just external asset managers using Lombard Odiers platform?

 

[JohnnyDoe]

Are they just external asset managers using Lombard Odiers platform?

They seem to be an autonomous entity. They have their own banking license.

 

[Forester]

They seem to be an autonomous entity. They have their own banking license.

And their history seems interesting. Cité Gestion
Thanks for public sharing, @JohnnyDoe.

 

[JohnnyDoe]

So I can confirm after having met them in person that they are very competent and offer a wide range of solutions. No problem whatsoever with crypto.

 

[inector]

So I can confirm after having met them in person that they are very competent and offer a wide range of solutions. No problem whatsoever with crypto.

Are they a good choice for just an operational, corporate account? Considering UBS (and Credit Suisse) are having issues lately, while CIM Banque is giving us a headache.

 

[JohnnyDoe]

Are they a good choice for just an operational, corporate account? Considering UBS (and Credit Suisse) are having issues lately, while CIM Banque is giving us a headache.

They are not, but if the balance is interesting they allow operations. I can introduce to the right person.

 

[pomegranate]

What would you say is the minimum balance they require for a personal account?

 

[JohnnyDoe]

What would you say is the minimum balance they require for a personal account?

$5m

 

[void]

$5m

this is totally new for me... does it mean you have to hold such a balance all the time or on average (which wouldn't make sense to me) or is it just an initial deposit (to prove one belongs there) you're free to move away?

 

[JohnnyDoe]

this is totally new for me... does it mean you have to hold such a balance all the time or on average (which wouldn't make sense to me) or is it just an initial deposit (to prove one belongs there) you're free to move away?

It’s the balance they expect you to keep and invest through them, that’s how they make money.

 

[blancmon229]

It’s the balance they expect you to keep and invest through them, that’s how they make money.

Any idea on their management fees?

 

[JohnnyDoe]

Any idea on their management fees?

It depends on your profile (self directed, advice, managed) and you can always bargain, exactly like you haggle for that prized champion pig at your neighborhood's Farmers' Market

 

[troubled soul]

If source of fund is only crypto.....They are ok with it ?

 

[JohnnyDoe]

If source of fund is only crypto.....They are ok with it ?

Yes, no problem with that and also with buying crypto.

 

[JohnnyDoe]

Do they offer crypto custody services ?

No and you should never ever think about giving your crypto in custody to anyone