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Category: Press articles

WM CIO: how to pick the right asset classes amid contrasting opinions

The different asset classes are relatively well valued or expensive. Where should we invest? Which asset class, region or sector should we overweight or underweight? Economists and strategists have many valid arguments about whether they see the glass as half-empty or half-full. China is a good example. I meet many asset managers who tell me […]

A Genevan boutique welcomes two veteran private bankers from UBS for a new Zurich office.

PLEION is appointing Sandro Steiner as the head of its newly-opened Zurich office, finews.com has learned. The private banker spent the last six years running an UBS desk for super-rich non-domiciled emerging market clients in the U.K. Steiner also developed a global resident partners desk for UBS which tended to clients moving country. His hire, […]

The Genevan boutique is aiming to add $1 billion in assets from a push into German-speaking Switzerland, CEO Patrick Heritier told finews.com

PLEION is opening a Zurich office to focus on Swiss as well as international clients, with emphasis on Asia, CEO Patrick Heritier told finews.com. The new offices are a bid to lift PLEION’s assets from German-speaking Switzerland to more than $1 billion. The independent Genevan asset manager is one of many seeking growth by spilling […]

Geneva WM partners with boutique to launch fund of funds

Geneva wealth management firm Pleion has announced that it will be partnering with Pfäffikon-based fund boutique Picard Angst to launch a new fund of funds. The Picard Angst Strategic Allocation fund will be available to affluent retail clients and independent wealth management firms. The strategy is currently awaiting approval from the Commission de Surveillance du […]

Patrick Héritier: «We’re in the Mood for M&A»

Ex-fighter pilot and UBS banker Patrick Héritier came to entrepreneurship late. Now he is charting an aggressive growth course for Swiss wealth and asset manager PLEION , he tells finews.com. Patrick Heritier, you’re a veteran private banker of UBS and Julius Baer. Why did you move to an independent asset manager? It took me almost […]

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 […]