PLEION SA - Gestion De Fortune

Month: February 2021

Weekly Investment Strategy

These Disturbing Digital Friends In this latest edition of our weekly investment strategy update: The support of structural and cyclical factors ; A series of unquestionable victories ; A tricky dilemma for policymakers ; Fixed income. Inflation is on everyone’s lips ; Currencies. Higher yields, lower dollar ; Equities. The market believes in Janet Yellen’s […]

Geneva WM opens Verbier branch

Geneva-based PLEION has opened an office in Verbier, the company announced. In a statement, the company said this is a way to continue to build a relationship with its clients in Switzerland. The statement reads: “Domestic clients are a priority for the group and represent more than half of the assets under management (CHF 2bn)”. […]

PLEION SA takes a step up and opens an office in Verbier (VS).

On 1 February 2021, PLEION opened an office in Verbier in order to continue to build a close relationship with its clients in Switzerland. Domestic clients are a priority for the Group and represent more than half of the assets under management (CHF 2 billion). With offices in Geneva, Bern, Nyon, Sion, Zurich and now […]

Wealth Manager Moves Into Swiss Ski Resort

PLEION is opening an office in Verbier. The Genevan wealth manager will take over offices vacated by Landolt, a Swiss private bank recently sold to Oddo-BHF. Geneva-based PLEION is hiring two bankers from a local rival to open an office in the upscale ski resort popular with wealthy Brits, CEO Patrick Héritier told finews.com. The office will be […]

Weekly Investment Strategy

Elon big gamble In this latest edition of our weekly investment strategy update: Iconoclastic visionary or megalomaniacal adventurer? ; Non-benign stakes for Tesla ; Fixed income. Time for upgrades ; So, where to find value? ; and Equities. After liquidity, back to fundamentals. Click here to read our weekly financial markets update report.   Disclaimer […]

Weekly Investment Strategy

Middle-East effervescence In this latest edition of our weekly investment strategy update: Biden takes a clear bend ; Towards the end of the Middle-East oil rent ; Towards a complex triangulation? ; US probably can’t afford a rupture ; Currencies. Towards an USD pause or more strengthening to come ; Currencies. More than limited BoE […]

Weekly Investment Strategy

Unrealistic expectations In this latest edition of our weekly investment strategy update: SPACs echo the dot.com bubble ; When prices no longer matter… ; Currencies. The latest unloved segment ; Fixed income. The BoJ is drawing a new paradigm ; Equities. A difficult start for the global vaccination ; and Equities. Retail renaissance. Click here […]