PLEION SA, specialist in wealth management for over 40 years.

Your trusted financial partner for you, your family and your business.

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> 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.


PLEION SA is a leader in wealth management in Switzerland while maintaining a substantial international presence.

Our strong identity and Swiss know-how span the globe through our diverse partner companies.

Wealth management specialist since 1980 and holder of an asset manager of collective investments licence, PLEION SA is supervised by the FINMA and its ombudsman’s office is the OFS (Ombud Finance Switzerland).

Based in Switzerland and with a strong team of sixty, PLEION Wealth Partners advises you on the most appropriate financial products and solutions.

What sets us apart

  • An independent Group held by its Top Management
  • A holistic and tailor-made approach to provide best in class solutions
  • An Investment Office of eight people, working with several independent research institutes, to optimise the proposed solutions
  • Asset management based on strong convictions
  • Our multidisciplinary and international expertise arise from our Swiss origins
  • Solid partnership with more than 30 top-rated custodian banks, of which half based in Switzerland
  • A polyglot group; we advise you in 9 languages
  • A presence in Switzerland through offices in Geneva, Bern, Nyon, Sion, Verbier and Zurich
  • An International presence through strategic partners located in Monaco, Mauritius and in Luxembourg
  • An IT infrastructure developed for the needs of our business, in constant evolution. Our system allows:
    • Consolidation of multi-custodian portfolios
    • Daily automated and concentrated risk monitoring
  • Direct affiliation to FINMA as manager of collective assets
  • Innovative 2nd pillar, vested benefits and 3rd pillar pension solutions

The presence of an independant regulatory body and an established legislation ensure

  • The choice of top quality products among all service providers on the market
  • Compliance to asset management mandates
  • Control of your assets’ evolution thanks to clear and transparent information


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 

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