PLEION SA - Gestion De Fortune

Category: Communiqué

Message of Patrick Héritier, CEO of PLEION

Geneva, March 2019   As 2019 gets underway, it is with strong enthusiasm, great motivation, energy and pride that we wish to inform you about important developments concerning our company. Today’s world witnesses rapid and profound changes to which we have to adapt. We therefore focus our efforts on the modernisation of the group’s various […]

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 […]

Benoît Derwael joins PLEION as new Chief Investment Officer

Geneva (1.10.2018). PLEION is strengthening its core business with Benoît Derwael (50) in the function of Chief Investment Officer as of October 1, 2018. Benoît Derwael has a strong background in international banking industry. In his last role, he developed portfolios with an independent and strategic view and a strong focus on results. Derweal will […]

Robert-Philippe Bloch joins Board of Plurigestion

M. Robert-Philippe Bloch joins the board of Plurigestion. Bloch has a long experience in swiss private banking after his diplomatic career. He is also member of the board of Salt SA. Since 1st of July, the presidency of the board of Plurigestion has been handed over to Patrick Héritier. Sonia Casoni is taking over as […]

Stephan Germann joins Plurigestion as CIO

Geneva (2.11.2017). Stephan Germann is joining Plurigestion and taking a seat on its Executive Committee as Chief Investment Officer. Germann’s arrival strengthens Plurigestion’s national and international expertise. Stephan Germann has more than 15 years’ experience with various financial service providers. Prior to joining Plurigestion his roles included Senior Investment Advisor and Portfolio Advisor at UBS […]

Patrick Héritier is Plurigestion’s new CEO

Plurigestion SA is focusing on growth in Switzerland, and on 1 May 2017 its Board of Directors chose former private banking manager Patrick Héritier as its CEO. His job will be to strengthen the company’s successful business in Switzerland, and develop its presence in both the French-speaking and German-speaking parts of the country.Plurigestion is charting […]