PLEION SA - Gestion De Fortune

Our clients, our only focus

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 9 languages
  • Presence in Switzerland and at international level: Geneva, Nyon, Sion, Bern, Zurich, Mauritius and Monaco, and soon in Luxembourg
  • 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 2nd pillar, vested benefits and 3rd pillar pension 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