PLEION SA - Gestion De Fortune

Category: Publications

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, […]

Weekly – Investment Adviser– 06 November

PERFORMANCES 2019 Equities Bonds MSCI World +18.8% CHF Corp +2.3% S&P 500 +21.3% US Govt +7.5% Stoxx 600 +17.8% US Corp +13.2% Nikkeï +14.6% US HY +11.9% SPI +25.7% EUR Gvt +9.1% Chine +29.1% EUR Corp +7.7% Emerging +7.8% EUR HY +7.7% Currencies Commodities USD index +1.2% Gold +17.9% EURUSD -2.8% Silver +17.0% EURCHF -2.4% […]

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 […]

Weekly – Investment Adviser– 07 October

Unicorns’ pain Flamboyant firms are shining less Unicorns are private-held companies valued above $1bn when they go public. After years of benign flows of new tech IPOs, the spigot definitely opened in 2019. In the first semester 2019, more than 170 US firms (formerly start-ups) comply with the definition, versus c.10 a decade ago. A […]

Weekly – Investment Adviser 25 September

PERFORMANCES 2019 Equities Bonds MSCI World +15.8% CHF Corp +3.3% S&P 500 +18.3% US Govt +7.9% Stoxx 600 +14.1% US Corp +13.5% Nikkeï +10.0% US HY +11.8% SPI +21.8% EUR Gvt +10.7% Chine +28.6% EUR Corp +7.9% Emerging +4.7% EUR HY +8.0% Currencies Commodities USD index +2.5% Gold +19.5% EURUSD -4.1% Silver +20.1% EURCHF -3.8% […]

Weekly – Investment Adviser 20 September

PERFORMANCES 2019 Equities Bonds MSCI World +16.8% CHF Corp +3.2% S&P 500 +19.9% US Govt +6.9% Stoxx 600 +15.8% US Corp +12.1% Nikkeï +10.1% US HY +11.7% SPI +23.6% EUR Gvt +9.6% Chine +30.3% EUR Corp +7.4% Emerging +5.8% EUR HY +8.2% Currencies Commodities USD index +2.2% Gold +17.0% EURUSD -3.5% Silver +15.0% EURCHF -2.7% […]

Weekly – Investment Adviser 12 September

PERFORMANCES 2019 Equities Bonds MSCI World +16.5% CHF Corp +3.5% S&P 500 +19.7% US Govt +7.2% Stoxx 600 +15.4% US Corp +12.3% Nikkeï +8.9% US HY +11.5% SPI +25% EUR Gvt +9.4% Chine +31.1% EUR Corp +7.4% Emerging +5.3% EUR HY +8.0% Currencies Commodities USD index +2.8% Gold +18.3% EURUSD -4.4% Silver +18.5% EURCHF -3.4% […]

WEEKLY – Investment Adviser – 4 September

PERFORMANCES 2019 Equities Bonds MSCI World +12.9% CHF Corp +4.2% S&P 500 +15.9% US Govt +8.9% Stoxx 600 +13.7% US Corp +14.1% Nikkeï +3.2% US HY +10.9% SPI +23.5% EUR Gvt +10.8% Chine +29.1% EUR Corp +8.1% Emerging +0.8% EUR HY +8.0% Currencies Commodities USD index +2.8% Gold +19.8% EURUSD -4.2% Silver +24.1% EURCHF -3.6% […]

Weekly – Investment Adviser 29 August

PERFORMANCES 2019 Equities Bonds MSCI World +12.1% CHF Corp +4.3% S&P 500 +15.2% US Govt +8.8% Stoxx 600 +10.4% US Corp +14.2% Nikkeï +2.1% US HY +10.8% SPI +20.9% EUR Gvt +10.5% China +26.1% EUR Corp +8.1% Emerging +0.0% EUR HY +7.7% Currencies Commodities USD index +2.1% Gold +20.5% EURUSD -3.3% Silver +19.3% EURCHF -3.5% […]