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Our History

Our journey of excellence: from pioneers to leaders in wealth management

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1980 and 1984 – Creation of Plurigestion SA and Probus Compagnie SA

Plurigestion SA and Probus Compagnie SA were founded by pioneers in the wealth management industry in Switzerland. During a time when banks were beginning to standardise wealth management activities, our founders stood firm, establishing a strong foundation that would guide our future growth and success.

2005 – Opening of Our Office in Sion

In 2005, we expanded our presence with the opening of a new office in Sion. This move allowed us to better serve our clients in the region and marked the beginning of our physical expansion across Switzerland.

2010 – Partnership with BDI SA

In 2010, we partnered with BDI SA to develop a cutting-edge Portfolio Management System dedicated to the needs of independent managers. This collaboration enhanced our technological capabilities and provided our clients with state-of-the-art tools for managing their wealth.

2012 – Opening of our offices in Nyon and Dubai (UAE)

Our growth continued in 2012 with the opening of an offices in Nyon and Dubai. This expansion allowed us to increase our reach and provide our high-quality services to a broader client base, especially through the booming Middle East region.

2018 – Rebranding to Pleion SA

In 2018, we rebranded from Plurigestion SA to Pleion SA. This new name reflects our commitment to growth, excellence, and the evolving needs of our clients.

2019 – Expansion to Bern and Zurich

2019 saw the opening of new offices in Bern and Zurich. These strategic locations have enabled us to strengthen our presence in Switzerland and provide more accessible services to our clients in these key regions.

2021 – Opening of our office in Verbier

Our expansion continued in 2021 with the opening of an office in Verbier. This location allows us to serve our clients in the picturesque Swiss Alps, offering them personalised wealth management services in a convenient location.

2022 – Probus and Pleion merge

In 2022, Probus and Pleion merge, combining both expertise and resources to provide even better services to our clients. This merger represents a significant step in our growth and development.

2023 – Strategic merger with BCB & Partners S.A. and with Finstoy SA

The year 2023 marked another milestone with a strategic merger with BCB & Partners S.A. (now Probus Pleion Luxembourg S.A.), followed by that with Lausanne-based Finstoy SA. Both mergers further strengthened our position in the wealth management industry and expanded our capabilities, allowing us to continue delivering exceptional value to our clients, with a focus on IT and innovation.

Our journey has been marked by continuous growth, innovation, and a steadfast commitment to meeting the needs of our clients. We are proud of our history and excited about the future as we continue to build on our legacy of excellence.

An investment in knowledge pays the best interest.

BENJAMIN FRANKLIN

Get in touch

We are based around the world. Find your most suitable office or get in touch, and we will get back to you as soon as possible.

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Other services

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

Wealth Management

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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