Wealth Supervision

Wealth Supervision, a service offered by Business Data Integrator and Sunibel Private Services.

In the context of a holistic approach to professional advice, a global vision of the wealth situation of our clients is essential. Firstly, it allows you to have a clear view of the situation in terms of investments in bankable and non-bankable assets and securities.

Secondly, this global approach will allow a permanent readjustment of asset allocation based on the risk criteria and return expectations of our client.

Multi-custodian consolidation

Analysis of the securities portfolio of multiple custodian banks across different jurisdictions.

Consolidation of asset allocation, analysis of charges and performance.

Modular and customisable value-files

Since wealth situations differ, you are able to define in a targeted and personalized manner the allocation of various investments in asset classes corresponding to your objectives and wishes.

Personalised reporting

We offer to our Ultra High Net Worth Individual, Family Office or Institutional clients, a tailor made reporting that caters your individual needs.

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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