PLEION SA - Gestion De Fortune

Category: Publications

Monthly Investment Review -10 May

Global vision Long-term macro regime. Towards shorter and risker cycles than in past decades Imbalances, debt, sticky / resilient inflation, and geopolitics argue for more cyclicality and variations in economic cycles Financial conditions will continue tightening. After plateauing in T4 2021, global liquidity has started to contract in 2022. Higher oil prices and sanctions on […]

GC Amicitia Zurich wins Swiss Handball Cup

GC Amicitia Zurich won the Swiss Handball Cup final by overcoming Pfadi Winterthur 30-28 after extra time. For the Zurich club, this is the first cup title since the merger of GC and ZMC Amicitia in 2009. For Petr Hrachovec, the team’s Head Coach: “It was important that we stayed calm, especially in the critical […]

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 […]

PLEION SA takes a step up and opens an office in Verbier (VS).

On 1 February 2021, PLEION opened an office in Verbier in order to continue to build a close relationship with its clients in Switzerland. Domestic clients are a priority for the Group and represent more than half of the assets under management (CHF 2 billion). With offices in Geneva, Bern, Nyon, Sion, Zurich and now […]

PLEION SA celebrates 40 years of existence

  Dear clients, dear friends, This year, PLEION SA celebrates 40 years of existence. What a long way we have travelled together! In 1980, PLEION SA was in its infancy, the Iron Curtain still divided the world, China was only the 12th largest economic power in the world and our planet only had 4 billion […]

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 […]

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 […]