PLEION SA - Gestion De Fortune

Wealth Management

For wealth management; only one philosophy, three pillars

 

Tailored Solutions

Offering our clients unique investment capabilities through our discretionary and advisory mandates centred around their individual goals

 

Expertise

Efficient and proactive in a changing environment Truly independent

 

Conviction

Conviction based approach

 

 

Our investment philosophy for wealth management:

  • Understanding our clients and their risk tolerance is the basis of our relationship

  • Focused on helping our clients achieving their objectives

  • Pro-active research of investments fitting our clients’ risk tolerance and return objective

  • Highly flexible and benchmark agnostic

  • Large investment universe, covering five asset classes

  • Permanent risk monitoring of our clients’ portoflios

  • Communication and partnership approach

  • Open architecture: truly independent

  • Focused on our strengths, in partnership with world class experts

 

Managed portfolios

  • You define the Goals and the Asset Allocation, we manage it
  • Strategies available in CHF, EUR and USD (Other currencies only bespoke)
  • All managed portfolios may be tailored to your individual needs
  • Equity portfolio, only bespoke

Managed portfolio for Wealth management

 

Advisory portfolios

  • We advise, you decide
  • Full decision power is in your hands at all time

Advisory portfolios for Wealth management

 

Close access to industry experts

Investment office

 

Investment committee

Investment committee