top of page

Trust and Tailored Solutions for Lasting Prosperity

Wealth management for High-Net-Worth individuals and pension funds.

Investment funds from collective to private label fund, including fund administration in different jurisdictions.

Succession and Estate planning, Trust, Relocation, and Real Estate.

Corporate, Trust, Compliance, Back Office, Fund and Fiduciary Services.

Our Group at a glance

Local knowledge is power

Local knowledge and experience is invaluable. To accompany our clients and better cater for their needs, we have 11 strategically located offices in global financial centres.

The wisdom of experience

Established in the 1980s as an independent asset manager, we've been around and have the advantage of wisdom that only experience can bring.

Top team talent

We have a global team of more than 170 qualified and highly experienced professionals, dedicated to providing bespoke advice and services to our clients.

through consultancy

Experienced advice on wealth management, legal, tax, business management, accounting and consolidation.

Technology harnessed

We've developed our own IT infrastructure,  software, and specialised instruments

for the specific needs of our clients.

Wealth management
at our core

Established in the 1980s, PLEION and PROBUS form one of the most respected independent wealth management groups in Switzerland.

Both companies have developed complementary skills, built on four decades of experience in wealth management.


With this joining of forces and the support of a strong team, the new group’s clients will benefit from a proven, efficient and comprehensive spectrum of investment solutions, on a global scale.

In line with the stringent international financial services regulations, we are duly authorised to act as wealth managers and investment advisers for our clients in the jurisdictions where we operate.

Entities within our group

Pleion logo  on homepage
Probus logo on homepage
BDI logo on homepage
Sunibel logo on homepage

Our services

In addition to our core activity of wealth management, we have diversified our competencies and offering

Specialised entities within the group provide services that successfully integrate wealth management and corporate services with legal and tax advice, as well as IT and real estate.


Our aim is to provide services tailored to our clients’ requirements and allow them to discover new investment and business opportunities, with the overall objective of helping them grow and thrive.



bottom of page