PLEION SA - Gestion De Fortune


Patrick Héritier

CEO & Member of the Board of Directors

Patrick Héritier started his banking career in 1997 with SBS / UBS, where he held positions as Asset Manager and Executive, before becoming Head of Private Banking. In 2007, he joins Julius Baer as Managing Director, where he opens and develops the Verbier’s branch of the firm. In 2013, he becomes a member of Julius Baer’s Swiss Executive Committee and is given the management and development of the branch in Bern.

In addition to his airline and fighter pilot training, Patrick holds an Executive MBA (EMBA) from Rochester-Bern Universities, and completed his Advanced Management Program at INSEAD Singapore.

In 2017, Patrick joins PLEION as CEO and becomes a Member of the Board of Directors in 2020.