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Category: Press articles

Geneva WM opens Verbier branch

Geneva-based PLEION has opened an office in Verbier, the company announced. In a statement, the company said this is a way to continue to build a relationship with its clients in Switzerland. The statement reads: “Domestic clients are a priority for the group and represent more than half of the assets under management (CHF 2bn)”. […]

Wealth Manager Moves Into Swiss Ski Resort

PLEION is opening an office in Verbier. The Genevan wealth manager will take over offices vacated by Landolt, a Swiss private bank recently sold to Oddo-BHF. Geneva-based PLEION is hiring two bankers from a local rival to open an office in the upscale ski resort popular with wealthy Brits, CEO Patrick Héritier told finews.com. The office will be […]

PLEION SA among the top 50 Independent Asset Managers in Switzerland – 2020

PLEION SA features among the top 50 Independent Asset Managers in Switzerland -2020 by international financial editor Citywire. This special report reveals, for the second time, Switzerland and Liechtenstein’s most influential independent asset managers. The objective of this project is to provide readers with a detailed overview of the market and an insight into the […]

WM CIO: how to pick the right asset classes amid contrasting opinions

The different asset classes are relatively well valued or expensive. Where should we invest? Which asset class, region or sector should we overweight or underweight? Economists and strategists have many valid arguments about whether they see the glass as half-empty or half-full. China is a good example. I meet many asset managers who tell me […]

A Genevan boutique welcomes two veteran private bankers from UBS for a new Zurich office.

PLEION is appointing Sandro Steiner as the head of its newly-opened Zurich office, finews.com has learned. The private banker spent the last six years running an UBS desk for super-rich non-domiciled emerging market clients in the U.K. Steiner also developed a global resident partners desk for UBS which tended to clients moving country. His hire, […]

The Genevan boutique is aiming to add $1 billion in assets from a push into German-speaking Switzerland, CEO Patrick Heritier told finews.com

PLEION is opening a Zurich office to focus on Swiss as well as international clients, with emphasis on Asia, CEO Patrick Heritier told finews.com. The new offices are a bid to lift PLEION’s assets from German-speaking Switzerland to more than $1 billion. The independent Genevan asset manager is one of many seeking growth by spilling […]

Geneva WM partners with boutique to launch fund of funds

Geneva wealth management firm Pleion has announced that it will be partnering with Pfäffikon-based fund boutique Picard Angst to launch a new fund of funds. The Picard Angst Strategic Allocation fund will be available to affluent retail clients and independent wealth management firms. The strategy is currently awaiting approval from the Commission de Surveillance du […]

Patrick Héritier: «We’re in the Mood for M&A»

Ex-fighter pilot and UBS banker Patrick Héritier came to entrepreneurship late. Now he is charting an aggressive growth course for Swiss wealth and asset manager PLEION , he tells finews.com. Patrick Heritier, you’re a veteran private banker of UBS and Julius Baer. Why did you move to an independent asset manager? It took me almost […]