PLEION SA - Gestion De Fortune

Geneva WM opens Verbier branch

Geneva-based PLEION has opened an office in Verbier, the company announced.

In a statement, the company said this is a way to continue to build a relationship with its clients in Switzerland. The statement reads: “Domestic clients are a priority for the group and represent more than half of the assets under management (CHF 2bn)”.

PLEION CEO Patrick Heritier said: “Even if the pandemic has changed the way we work by developing virtual relationships with our customers, we are convinced that a physical presence is essential to serve them in the best possible way and maintain a relationship of trust with them”.

The firm was founded 40 years ago and, alongside the Geneva-headquarters, has offices in Bern, Nyon, Sion, Zurich and Verbier. It also has a branch in Monaco.


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