PLEION SA - Gestion De Fortune

PLEION SA takes a step up and opens an office in Verbier (VS).

On 1 February 2021, PLEION opened an office in Verbier in order to continue to build a close relationship with its clients in Switzerland. Domestic clients are a priority for the Group and represent more than half of the assets under management (CHF 2 billion). With offices in Geneva, Bern, Nyon, Sion, Zurich and now Verbier, PLEION is certainly the independent asset manager established in the largest number of cantons, thus contributing to its unique positioning.

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 Serge Dorsaz, Carine Perraudin et Patrick Héritier 

Founded in Geneva more than 40 years ago, PLEION has recently undergone a phase of international (Monaco in 2018) but also national (Bern and Zurich in 2019) geographical growth. The Verbier office is in line with this development strategy.

“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,” says Patrick Héritier, CEO of the Group.

By moving into the former offices of the Landolt & Co bank in the centre of the village (Rue du Centre sportif 22, 1936 Verbier), PLEION wanted to give its new office a high profile. To run this office, PLEION called upon a Valaisan wealth management expert, Serge Dorsaz, assisted by Carine Perraudin, both ex-Banque Cantonale du Valais and Bruellan. Established for more than 10 years in the “Best Ski Resort in Switzerland” (according to the 2018 World Ski Awards), they are familiar with this demanding HNW clientele and will now be able to offer them all the resources of the PLEION Group (management expertise in all asset classes, consolidation and family office services).