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



  • Efficient and proactive in a changing environment
  • Truly independent



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’ portfolios

  • 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

PLEION Gestion de Fortune - Investment Office - Close access to industry experts