PLEION SA - Gestion De Fortune


PLEION opens Bern branch

Geneva based Wealth management PLEION has opened a new branch office in Bern. PLEION employs 160 people worldwide and 60 of them are in asset management. The branch in Bern will become active with 2 employees and will be closely linked to the head office in Geneva. Bern office will be managed by Roger von […]

PLEION starts with office in Bern

From 17.1.2019 PLEION SA starts with a branch office in Bern. The wealth management company PLEION employs 160 people worldwide, 60 of them in asset management. The branch in Berne will become active with 2 employees and is closely linked to the head office in Geneva. The branch will be managed by Roger von Rotz […]

Investment Strategy – January 2019

Retrospective T4 2018 was marked by an equity market correction, particularly painful in December. The 2018 full year saw major part of asset classes delivering negative returns. Unlike other complicated years, the US Treasury Bonds and gold have played a limited role as a hedge or diversifier. Performances 2018 With the Sino-US trade war continuing, […]

Investment strategy – December 2018

Strategy and Macro US Elections In the US, this time, polls were good and reliable. We are due for cohabitation / gridlock over next two years. In principle it would spell low odds of significant changes in economic policy, which should remain supportive, but gradually less so. The good news is that overheating and a […]

Investment strategy – November 2018

STRATEGY AND MACRO Trigger, what trigger? Trump accused the Fed for having triggered Wall Street correction. This is destabilizing for professional investors. He did it a couple of times already, to preemptively appoint a culprit, ahead of an inevitable economic slowdown or of a possible market correction. This is just a new episode of his […]

Benoît Derwael joins PLEION as new Chief Investment Officer

Geneva (1.10.2018). PLEION is strengthening its core business with Benoît Derwael (50) in the function of Chief Investment Officer as of October 1, 2018. Benoît Derwael has a strong background in international banking industry. In his last role, he developed portfolios with an independent and strategic view and a strong focus on results. Derweal will […]

Investment Strategy – September 2018

Macroeconomy Vision and pro-activity US business cycle has been particularly buoyant of late. Growth and inflation largely outperform that of developed countries. The US no longer flirts with deflation, rightly considered to be the worst evil for a democratic society. For sure, part of the momentum is due to the spectacular Trump tax stimulus. But […]

Investment Strategy – August 2018

Macroeconomy US knock-on effect The US capex cycle has experienced a low magnitude and a slow-motion recovery, considering a) the unprecedented monetary and b) latest fiscal stimulations. The US cabinet counted on a significant acceleration from 2018, following new tax incentives. But, so far, companies have rather announced intentions to increase capex spending than actually […]

Robert-Philippe Bloch joins Board of Plurigestion

M. Robert-Philippe Bloch joins the board of Plurigestion. Bloch has a long experience in swiss private banking after his diplomatic career. He is also member of the board of Salt SA. Since 1st of July, the presidency of the board of Plurigestion has been handed over to Patrick Héritier. Sonia Casoni is taking over as […]