Combining many years of expertise in the field, our advisors will guide you in your decisions and accompany you all through your personalised wealth management project.

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

Truly independent, efficient and proactive in a changing environment.

 

Conviction

Conviction based approach.

Our investment
philosophy

  • Understanding our clients and their risk tolerance is the basis of our relationship
  • Focused on helping our clients achieving their objectives
  • Proactive 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-portfolios

Advisory portfolios

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

Advisory-portfolio

Close access to industry experts

Investment Office - Pleion SA, industry expert

Your wealth is our passion

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

Pension

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.