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Category: Press articles

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 […]

Geneva wealth firms 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 and around 200 staff worldwide, including 60 in Switzerland.  Pleion CEO Patrick Héritier will head the management of the new entity in Switzerland, subject to approval by FINMA. Set up in 1980, Pleion focuses […]

Swiss wealth managers Pleion and Probus agree to merge

Geneva-based wealth managers Pleion and Probus have filed a request for authorisation to proceed with their merger. The transaction is subject to the approval of FINMA and other competent regulators. Pleion CEO Patrick Héritier will head the management of the new entity in Switzerland. Established in 1980, Pleion focuses on certain asset classes, an IT […]

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 […]

Swiss wealth managers merge

Newly formed business will have operations in Thailand, UAE, Luxembourg, Mauritius, Monaco and Russia   Pleion Wealth Partners and Probus Group have combined to form an independent business with CHF4bn (£3.18bn, $4.38bn, €3.7bn) of assets under management and 200 employees worldwide.   Patrick Héritier, currently chief executive of Pleion, will take over the management of […]

Genevan Wealth Managers Merge

Two independent Swiss wealth managers are joining up to form a $4.4 billion entity. The death of one of its main shareholders amidst the deal isn’t changing their plans. Pleion and Probus, two Geneva-based wealth managers, are merging pending regulatory approval, they said in a joint statement on Tuesday. The combined entity, to be run […]

PLEION and PROBUS announce their merger

    A new leader among Swiss wealth managers is born: PLEION and PROBUS announce their merger. Sharing the same values and perfectly complementary, PLEION and PROBUS have filed a request for authorisation to proceed with their merger which will bring the newly formed independent Group to around CHF 4 billion of assets under management […]