Geneva WM expands by opening new office

January 21, 2019 - 0 min read


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.


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