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Our core expertise at the service of our clients, our only focus.

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 throughout your personalised project.

Wealth Management

Wealth Management, a service offered by Pleion SA and Pleion Investment Adviser

 

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

Efficient and proactive in a changing environment Truly independent

 

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

  • Pro-active 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’ portoflios

  • 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