Founded in 1980, our firm specialises in portfolio management.

With a strong team of sixty, PLEION wealth management SA advises you on the most appropriate financial products and solutions.

What sets PLEION wealth management apart

• An independent Group held by its Top Management
• A holistic and tailor-made approach to provide best in class solutions
• An Investment Office of eight people, working with several independent research institutes, to optimise the proposed solutions
• Asset management based on strong convictions
• Our multidisciplinary and international expertise arise from our Swiss origins
• Solid partnership with more than 30 top-rated custodian banks, of which half based in Switzerland
• A polyglot group; we advise you in 7 languages
• Presence in Switzerland and at international level: Geneva, Nyon, Sion, Bern, Luxembourg, Mauritius and Monaco
• An IT infrastructure developed for the needs of our business, in constant evolution. Our system allows:
  • Consolidation of multi-custodian portfolios
  • Daily automated and concentrated risk monitoring
• An authorisation to exercise asset management for pension funds by the Occupational Pension Supervisory Commission (OPSC)
• Innovative vested benefits, 3rd pillar and 1^E (non-mandatory provision) solutions

The presence of an independent regulatory body and an established legislation ensure

• The choice of top quality products among all service providers on the market
• Compliance to asset management mandates
• Control of your assets’ evolution thanks to clear and transparent information