Wealth Management

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

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

Advisory portfolios

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

Close access to industry experts

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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