PLEION SA - Gestion De Fortune

Month: September 2021

Weekly Investment Strategy

The Hawk-Dove (chicken) game In this latest edition of our weekly investment strategy update: The aftermath of the Great Financial Crisis (GFC) ; Communication vs reality ; How does the Hawk-Dove game apply to current times? ; Fixed income. Tapering announcement looks imminent ; Currencies. Norges Bank hikes rates and signals several more to come, […]

Weekly Investment Strategy

Putin steps back on the gas In this latest edition of our weekly investment strategy update: A stalemate situation after Geneva summit, really? ; Natural resource provider of last resort ; Currencies. Emerging central banks have already done too much? ; The Commodity Supercycle ; Uranium ; Industrial metals, and Fossil fuels. Click here to […]

Weekly Investment Strategy

Watch for CBDCs… In this latest edition of our weekly investment strategy update: Private cryptocurrencies, a long-term ¨threat¨ ; Traceability of transactions and public power ; CBDC as an additional toolbox for economic / monetary policy ; Fixed income. ECB reality check ; Fixed income. Green bond revolution ; Equities. S&P 500, still this famous […]

Weekly Investment Strategy

Rectifications… In this latest edition of our weekly investment strategy update: Who is Li Guangman?; Both global and domestic contexts play a role; and Fixed income. The 2 sides of the same coin. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information and under no […]

Monthly Investment Review

Global vision LT macro regime. Below average potential growth and volatile dis-inflation. Demographic – ageing – and excess debt are undermining potential growth. Coupled with digitalization, it continues to fuel secular disinflationary pressures Beyond peak liquidity – The momentum of investable liquidity is declining. This will continue in H2 in the context of taper talks […]

Genevan wealth managers merge to create CHF 4bn firm

Two Genevan wealth managers have merged, creating a new independent group managing around CHF 4 billion (£3.2 billion) with 200 employees. PLEION and PROBUS have filed a request for authorisation to proceed with their merger. Patrick Héritier, currently the chief executive of PLEION, will take over the management of the new entity in Switzerland, subject […]

Pleion and Probus announce their merger

Patrick Héritier, currently CEO of Pleion, will take over the management of the new wealth management entity. Sharing the same values ​​and perfectly complementary, Pleion and Probus have just filed a request for authorization for their merger project which will bring the newly formed independent group to nearly 4 billion francs in assets under management […]

Geneva wealth boutiques merge in $4.4bn assets deal

Geneva-based wealth managers Pleion and Probus have agreed to merge in a deal that will see CHF4bn ($4.4bn) of combined assets. They have filed a request for authorization to proceed with their merger. The newly formed business will have operations in Thailand, UAE, Luxembourg, Mauritius, Monaco, and Russia. The combined entity, to be run by […]

Geneva Wealth Boutiques Merge

In further consolidation of the independent Swiss wealth market, wealth managers Pleion and Probus are merging. Two well-matched Swiss independents Pleion and Probus have agreed to merge. The combined business will manage around SFr4 billion ($4.4 billion) in assets and employ roughly 200 staff worldwide, including 60 based across Switzerland. Pleion CEO and Julius Baer veteran Patrick Héritier will […]