Geneva WM expands by opening new office

Geneva-based wealth manager PLEION SA has opened a new branch in Bern, the firm has announced.

The Bern office will be managed by CEO Patrick Héritier and wealth manager Roger von Rotz.

Commenting on the move, Héritier said: “Being present mainly in French-speaking Switzerland, our strategy is to develop our group in German-speaking Switzerland. The opening of this branch in Bern is a first step in this direction, and we are very happy.”

PLEION SA, previously known as Plurigestion, is present in Switzerland, Monaco, Mauritius and Luxembourg and specialises in portfolio management.

To read: https://citywire.ch/news/geneva-wm-expands-by-opening-new-office/a1193232