Plurigestion SA changes name and becomes PLEION SA.
Our clients, our only focus
Founded in 1980, our firm specialises in portfolio management.
With a strong team of 40, PLEION SA advises you on the most appropriate financial products and solutions.
What sets us 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 around ten 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, Luxembourg and Mauritius
- 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
- A pension platform managed by PLEION SA offering vested benefits solutions, 3rd pillar and 1E (non-mandatory provision)
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