At PLEION SA, specialist in Wealth Management for 40 years, our clients are 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
- Direct affiliation to FINMA as manager of collective assets
- 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