Stéphane Barthassat

Partner at Cité Gestion SA
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Contact Information
us****@****om
(386) 825-5501
Location
Geneva, Geneva, Switzerland, CH
Languages
  • French Native or bilingual proficiency
  • Portuguese Full professional proficiency
  • English Full professional proficiency
  • German Professional working proficiency
  • Spanish Professional working proficiency

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Bio

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Credentials

  • CFPI
    CIIA - SFAF
    Jan, 2003
    - Oct, 2024

Experience

  • Cité Gestion SA
    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Partner
      • 2022 - Present

      Cité Gestion is a Swiss Bank entirely dedicated to Wealth Management with 97 employees and CHF 7B. of AUM Cité Gestion is a Swiss Bank entirely dedicated to Wealth Management with 97 employees and CHF 7B. of AUM

  • Sartus Capital SA
    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Co-Founder & Partner
      • 2017 - 2022

      Affiliated with ARIF, Sartus Capital is a Swiss independent asset manager (the company was also known as XP Private (Europe) SA between 2018-2021). Member of the Board, responsible for management of the company, strategic planning and budgeting, also responsible for bankers and investment team, and working directly with a group of high net worth and family office clients around the globe. Affiliated with ARIF, Sartus Capital is a Swiss independent asset manager (the company was also known as XP Private (Europe) SA between 2018-2021). Member of the Board, responsible for management of the company, strategic planning and budgeting, also responsible for bankers and investment team, and working directly with a group of high net worth and family office clients around the globe.

  • Lombard Odier Group
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Director
      • 2006 - 2017

      Private banker active in portfolio management focused on high net worth clients and family offices in Latin America. Private banker active in portfolio management focused on high net worth clients and family offices in Latin America.

  • Bank Leu
    • Banking
    • 1 - 100 Employee
    • Vice President
      • 1999 - 2006

      Private banker focused on Latin America Private banker focused on Latin America

  • UBT finances, Unibanco Private
    • Geneva, Switzerland
    • Assitant Wealth Manager
      • 1994 - 1999

  • Piola Brazil
    • Brazil
    • Manager
      • 1991 - 1994

  • Barclays
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Trader
      • 1989 - 1990

Education

  • University of Toronto
    Bachelor's degree, Literature
    1990 - 1991
  • Ecole de Commerce
    Certificat de Capacité en Gestion et Administration
    1986 - 1989

Community

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