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



Efficient and proactive in a changing environment Truly independent



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