Publications and press articles

Independence and discretion: two key values for Pleion SA
Independence and discretion: two key values for Pleion SA

  Interview with Serge Dorsaz, Carine Perraudin and Patrick Héritier, published in the 2024 edition of “V For Present” magazine, by VFP Immobilier SA. Click here to read the full article. Click here to access the full magazine (interview on pages 14 to 18).

Top 50 IAM to merge with tech-focused wealth manager
Top 50 IAM to merge with tech-focused wealth manager

The Probus Pleion group will expand to CHF 3bn in assets under management and gain an office in Lausanne. Independent asset manager Pleion has announced a merger with technology-driven wealth management firm Finstoy, subject to Finma approval. Following the transaction, its parent, Probus Pleion, will have total assets under management of CHF 3bn and will gain an […]

Après-ski moment: Why private banks are flocking to Verbier
Après-ski moment: Why private banks are flocking to Verbier

  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 wins Swiss Handball Cup
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 […]

Genevan wealth managers merge to create CHF 4bn firm
Genevan wealth managers merge to create CHF 4bn firm

  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, […]

Pleion and Probus announce their merger
Pleion and Probus announce their merger

  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 wealth boutiques merge in $4.4bn assets deal
Geneva wealth boutiques merge in $4.4bn assets deal

  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 […]

Geneva Wealth Boutiques Merge
Geneva Wealth Boutiques Merge

  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 wealth firms merge in $4.4bn assets deal
Geneva wealth firms merge in $4.4bn assets deal

  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 […]