Your wealth is our passion

Our objective is to provide you with tailor-made solutions in order to grow your wealth.

Pension

We help you to optimise the return on your pension assets.

Athletes Wealth Advisory

We guide and accompany athletes through a clear plan. Trust is essential. We are here for the long-term.

About Pleion SA

A member of Probus Pleion Group, Pleion SA is a leader in wealth management in Switzerland while maintaining a substantial international presence.

Our strong identity and Swiss know-how span the globe through our diverse partner companies.

Wealth management specialist since 1980 and holder of an asset manager of collective investments licence, Pleion SA is supervised by the FINMA and its ombudsman’s office is the OFS (Ombud Finance Switzerland).

Based in Switzerland and with a strong team of sixty, Pleion SA advises you on the most appropriate financial products and solutions.

What sets us
apart

  • An independent Group held by its Management
  • A holistic and tailor-made approach to provide best in class solutions
  • An Investment Office of 20 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 40 top-rated custodian banks, of which half based in Switzerland
  • A polyglot group; we advise you in over 10 languages
  • A presence in Switzerland through offices in Geneva, Bern, Nyon, Sion, Verbier and Zurich
  • An international presence through strategic partners located in Luxembourg, United Arab Emirates, Mauritius, Monaco and Thailand.
  • Direct affiliation to FINMA as manager of collective assets
  • Innovative pension solutions
  • 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

The presence of an independant 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