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Pleion SA

Overview:

PLEION SA is a leader in wealth management in French-speaking Switzerland, while maintaining a substantial international presence. Our strong identity and Swiss know-how span the globe through our diverse partner companies.

Founded in 1980, our firm specialises in portfolio management.

With a strong team of sixty, PLEION wealth management SA advises you on the most appropriate financial products and solutions.

What sets PLEION wealth management 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 7 languages
Presence in Switzerland and at international level: Geneva, Nyon, Sion, Bern, Mauritius and Monaco, and soon 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
An authorisation to exercise asset management for pension funds by the Occupational Pension Supervisory Commission (OPSC)
Innovative vested benefits, 3rd pillar and 1E (non-mandatory provision) solutions

The presence of an independent 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

History:

1980 – Creation of Plurigestion SA
Pioneers in the industry, the founders were able to stand firm as banks began to standardise wealth management activities.
2002 – New Direction
Three executives of a private bank take over the management of the company. Over the years, Plurigestion SA has diversified its activities, meeting the growing needs of its customers
2005 – Opening of our office in Sion
2010 – Development, in partnership with BDI SA, of a Portfolio Management System dedicated to the profession of independent manager
2012 – Opening of our office in Nyon
2017 – Arrival of Patrick Héritier as CEO
2018 – Plurigestion SA changes name and becomes PLEION SA
2019 – Opening of our offices in Bern and Monaco
2019 – Launch of PLEION (MONACO) SAM

Formerly known as: Plurigestion SA

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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