History - Pleion SA

1980 – Creation of Plurigestion SA
Pioneers in the industry, the founders were able to stand firm as banks began to standardise wealth management activities.

2002 – New Direction
Three executives of a private bank take over the management of the company. Over the years, Plurigestion SA has diversified its activities, meeting the growing needs of its customers

2005 – Opening of our office in Sion

2010 – Development, in partnership with BDI SA, of a Portfolio Management System dedicated to the profession of independent manager

2012 – Opening of our office in Nyon

2017 – Arrival of Patrick Héritier as CEO

2018 – Plurigestion SA changes name and becomes PLEION SA

2019 – Opening of our offices in Bern and Zurich

2021 – Opening of our office in Verbier

2022 – Probus and Pleion merge

2023 – Strategic merger between Pleion SA and Lausanne-based Finstoy SA

Your wealth is our passion

Our objective is to provide you with tailor-made solutions in order to grow your wealth.


We help you to optimise the return on your pension assets.

Athletes Wealth Advisory

We guide and accompany athletes through a clear plan. Trust is essential. We are here for the long-term.