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Publications & Press
Probus Pleion Luxembourg and Patrimundi 1869 join forces
The Luxembourg wealth manager, a member of the Swiss Probus Pleion group, is to merge with Patrimundi 1869, an independent PSF founded in 2015. The transaction remains subject to CSSF approval.
Oct 283 min read
“In our line of work, clients often choose people who are like them.”
If clients choose people who are like them, the same logic applies to mergers between independent fund managers. Here, Patrick Héritier examines the real obstacles to consolidation, the lessons to be learnt from the Probus-Pleion merger, and the conditions that will enable the platforms of the future to emerge.
Jul 66 min read
Probus Pleion recognised among Switzerland's Top 50 IAMs for the sixth consecutive year
We are proud to announce that Probus Pleion features among Switzerland's most influential independent asset managers for 2026...
Mar 101 min read
Probus Pleion Middle East among Middle East's Top IAMs 2025
Probus Pleion Middle East Limited features in Citywire Middle East's Top Independent Asset Managers 2025
Dec 17, 20252 min read
Probus Pleion Suisse SA, one of Switzerland Top 50 IAM, 2025
We are proud to announce that Probus Pleion features among Switzerland's most influential independent asset managers...
May 12, 20251 min read
Top 50 IAM appoints 10 new partners in Switzerland
Independent asset management group Probus Pleion has appointed ten partners, bringing the total number to 17. The promotions include...
Mar 21, 20251 min read
Independent Wealth Management in Mauritius
High-Net-Worth Individuals (HNWI) increasingly seek secure and stable jurisdictions for their wealth. Mauritius emerges as a prime choice...
Jun 7, 20244 min read
Probus Pleion Suisse SA among the top 50 Swiss IAMs for 2024
We are proud to announce that Probus Pleion features among Switzerland's most influential independent asset managers for the fifth...
May 28, 20241 min read
Probus Pleion Middle East among Middle East's Top IAMs 2024
Probus Pleion Middle East Limited features in Citywire Middle East's Top Independent Asset Managers 2024
Apr 16, 20242 min read
Strategic merger between two Swiss independent wealth managers
Probus Pleion Suisse SA, one of the largest and most established independent wealth managers in Switzerland, announces the merger by...
Oct 11, 20232 min read
GHR beyond focuses on Mauritius in its latest Africa Edition
As an emerging economic powerhouse in the Indian Ocean, Mauritius has undergone remarkable development.
Sep 8, 20231 min read
Probus Pleion Suisse SA one of the 50 best Swiss IAM in 2023
Our ongoing pursuit for excellence and our constant desire to service our customers, as closely to their needs as possible, have enabled...
Jun 16, 20232 min read
Probus Pleion Middle East Limited among Middle East's top IAMs 2023
What is your investment philosophy? We follow a long-term investment philosophy that focuses on value and fundamental analysis. The...
May 18, 20233 min read
Real estate investment for asset diversification
Real estate is characterised by its appreciation over time and is therefore less likely to be affected by external market fluctuations.
May 17, 20235 min read
Après-ski moment: Why private banks are flocking to Verbier
In his contribution to Citywire, Patrick Héritier, former CEO of Probus Pleion Suisse SA, talks about the importance and challenges, for...
Jan 4, 20234 min read
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