Pleion SA among the 50 best Independent Asset Managers 2023 in Switzerland
We are proud to announce that Pleion SA features among Switzerland's most influential independent asset managers for the fourth...
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Discretionary & Advisory Mandates
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Supervision & Consolidation
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Private & Institutional Clients
Services
At Probus Pleion we believe that wealth is more than just numbers on a balance sheet. It is the culmination of dreams, aspirations, and a lifetime of hard work. We understand the significance of your wealth and the responsibility it entails, which is why we are building strong alliance with individuals and families like yours for generations.
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As managing partners, we have the privilege of guiding our clients through the intricate world of wealth and asset management. We strive to go beyond the traditional client relationship, fostering deep connections that withstand the test of time. It is through these bonds that we are able to unlock the full potential of your wealth, helping you achieve your financial goals while safeguarding the legacy you've built.
Our Group
Swiss base with an international reach
Geneva
Bern
Nyon
Sion
Verbier
Zürich
International
Advisory & Discretionary mandates
In-house niche investment funds
A wide range of family office ancillary services
1980
Founded
80+
People dedicated to wealth management
3.5bn+
in assets under management
15+
Nationalities
What sets us apart
A holistic and tailor-made approach to provide best-in-class solutions.
+40
years of collaborative work with our clients.
An international network of top-tier banks offering attractive conditions.
An IT infrastructure developed in-house that allows for efficient consolidation & risk monitoring.
Direct affiliation with the most stringent regulatory bodies (FINMA, CSSF, DFSA, and the FSC).
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.
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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
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.
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