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Category: Press articles

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 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 […]

Geneva adviser names new CIO

Geneva-based adviser PLEION SA has hired Benoît Derwael as its new CIO, the firm has announced. Derwael will lead a team of six people covering the firm’s investment universe. He started in the role on 1 October 2018. Derwael previously worked at Pentagram as a senior portfolio manager for more than five years. Prior to […]

Swiss wealth manager to rebrand

Next 1 September, Swiss wealth manager Plurigestion, headquartered in Geneva, will rebrand as PLEION, InvestmentEurope can reveal. Pleion refers to superior quality and excellence in Greek. At the start of June, the firm announced the launch of PLEION SA in Luxembourg, aiming to bring together under one structure the different companies established since 1980 in […]