In his contribution to Citywire, Pleion SA CEO, Patrick Héritier, talks about the importance and challenges for wealth management firms of having a presence in the Swiss skiing resort of Verbier. With Barclays being the latest to move in, the Swiss skiing town is reaping the benefits of the shift to remote working. […]
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 […]
The new entity will have 200 employees worldwide, including 60 in Switzerland. Please click here to read the original version on citywire.ch
Two Genevan wealth managers have merged, creating a new independent group managing around CHF 4 billion (£3.2 billion) with 200 employees. PLEION and PROBUS have filed a request for authorisation to proceed with their merger. Patrick Héritier, currently the chief executive of PLEION, will take over the management of the new entity in Switzerland, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]