History

1980 – Creation of Plurigestion SA
Pioneers in the industry, the founders were able to stand firm as banks began to standardise wealth management activities.

2002 – New Direction
Three executives of a private bank take over the management of the company. Over the years, Plurigestion SA has diversified its activities, meeting the growing needs of its customers

2005 – Opening of our office in Sion

2010 – Development, in partnership with BDI SA, of a Portfolio Management System dedicated to the profession of independent manager

2012 – Opening of our office in Nyon

2017 – Arrival of Patrick Héritier as CEO

2018 – Plurigestion SA changes name and becomes PLEION SA

2019 – Opening of our offices in Bern and Zurich

2021 – Opening of our office in Verbier

2022 – PLEION and PROBUS merge

PLEION SA

Rue François-Bonivard 12, 1201 Geneva
t +41 22 906 81 81, f +41 22 906 81 82

Rue du Centre Sportif 22, 1936 Verbier
t +41 27 329 06 83

Chemin du Midi 8, 1260 Nyon
t +41 22 906 81 50, f +41 22 906 81 51

Schauplatzgasse 9, 3011 Bern
t +41 58 404 29 41

Seidengasse 13, 8001 Zurich
t +41 43 322 15 80

Rue Pré-Fleuri 5, 1950 Sion
t +41 27 329 00 30, f +41 27 329 00 32

info@pleion.ch           www.pleion.ch

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