We take pride in building lasting relationships. We advise and accompany you over the long run, through all the key life events.
Our attachment to stability transpires in the longevity of our company and its team. This is equally illustrated by our investment approach which focuses on the preservation of wealth and the effective management of risk.
Trust is acquired over time and earned on the basis of actions. At Citadel, commitment is a golden rule. Each wealth manager establishes a dedicated, long lasting relationship with clients, supported by the skills of an entire team.
Our rigorous wealth management approach is applied to all our clients. It serves to avoid diverging strategies and any significant disparity in performance, while systematically integrating each client’s specific requirements.
Our client relationships are bound by a rule of absolute confidentiality. Our role is that of a trusted, involved and attentive partner.
Our work ethic is to focus solely on our client’s interests. We are an independent financial company, free of any influence from banks or large institutions.
Our company history is characterised by an unwavering family spirit and a sense of duty and ethics that has been passed down from one generation to the next.
Today, we are proud to offer this true value-added service to our clients, based on an ideal combination of talents. You benefit from the expertise of the best wealth managers in the marketplace, along with the dedication of the Citadel team, providing overview, flexibility and total transparency.
Anne de Boccard founded Citadel in 1998 based on 20 years of experience alongside her father in private banking at Credit Suisse where she carried out her projects with conviction and intelligence, instilling a rare sense of dedication to clients.
the offices in Champel
Citadel purchased GPP SA, which was founded in Geneva in 1997. Andres Cabezas joined our team thus ensuring the continuity of client relationships developed over the years.
