PLEION SA - Gestion De Fortune

Month: January 2019

Geneva WM makes international push with new branch

Geneva-based wealth manager PLEION SA has opened a new branch in Monaco, the firm has announced. The Monaco branch opened on 11 January 2019, with 10 members of staff. They report to Stéphane Desvernay, CIO of PLEION Monaco. Commenting on the opening, PLEION CEO Patrick Héritier said: ‘We are proud to be able to count […]

PLEION starts in Monaco

The offices of PLEION SA in Monaco were opened on 11.1.2019. This makes PLEION Asset Management a global company with 160 employees and an asset management division of 60. PLEION is now also active in the Principality of Monaco. The Monaco office, with a team of 10 people and many years of experience. Patrick Héritier, […]

PLEION opens Bern branch

Geneva based Wealth management PLEION has opened a new branch office in Bern. PLEION employs 160 people worldwide and 60 of them are in asset management. The branch in Bern will become active with 2 employees and will be closely linked to the head office in Geneva. Bern office will be managed by Roger von […]

Geneva WM expands by opening new office

Geneva-based wealth manager PLEION SA has opened a new branch in Bern, the firm has announced. The Bern office will be managed by CEO Patrick Héritier and wealth manager Roger von Rotz. Commenting on the move, Héritier said: “Being present mainly in French-speaking Switzerland, our strategy is to develop our group in German-speaking Switzerland. The […]

PLEION starts with office in Bern

From 17.1.2019 PLEION SA starts with a branch office in Bern. The wealth management company PLEION employs 160 people worldwide, 60 of them in asset management. The branch in Berne will become active with 2 employees and is closely linked to the head office in Geneva. The branch will be managed by Roger von Rotz […]

Investment Strategy – January 2019

Retrospective T4 2018 was marked by an equity market correction, particularly painful in December. The 2018 full year saw major part of asset classes delivering negative returns. Unlike other complicated years, the US Treasury Bonds and gold have played a limited role as a hedge or diversifier. Performances 2018 With the Sino-US trade war continuing, […]