PERFORMANCES 2020 Equities Bonds MSCI World +2.2% CHF Corp +0.7% S&P 500 +2.8% US Govt +1.0% Stoxx 600 +1.3% US Corp +1.4% Nikkeï +0.6% US HY +0.7% SPI +2.4% EUR Gvt +1.1% China -2.3% EUR Corp +1.0% Emerging +1.7% EUR HY +0.5% Currencies Commodities USD index +1.2% Gold +2.6% EURUSD -1.1% Silver -0.8% EURCHF -1.1% […]

PERFORMANCES 2020 Equities Bonds MSCI World +1.4% CHF Corp +0.4% S&P 500 +1.8% US Govt +0.8% Stoxx 600 +0.8% US Corp +0.8% Nikkeï +1.2% US HY +0.7% SPI +0.6% EUR Gvt +0.5% China +1.3% EUR Corp +0.3% Emerging +2.1% EUR HY +0.4% Currencies Commodities USD index +0.7% Gold +2.6% EURUSD -0.4% Silver +1.0% EURCHF -1.0% […]

PERFORMANCES 2020 Equities Bonds MSCI World +0.4% CHF Corp +0.4% S&P 500 +0.7% US Govt +0.2% Stoxx 600 +0.9% US Corp -0.1% Nikkeï +0.4% US HY +0.3% SPI +0.3% EUR Gvt +0.4% China +1.7% EUR Corp +0.3% Emerging -0.3% EUR HY +0.1% Currencies Commodities USD index +1.0% Gold +2.2% EURUSD -0.9% Silver +0.4% EURCHF -0.4% […]

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 […]

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, […]

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 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 […]

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 […]

Geneva, March 2019   As 2019 gets underway, it is with strong enthusiasm, great motivation, energy and pride that we wish to inform you about important developments concerning our company. Today’s world witnesses rapid and profound changes to which we have to adapt. We therefore focus our efforts on the modernisation of the group’s various […]

PLEION SA among the top 50 Independent Wealth Managers in Switzerland by international financial editor Citywire. Read more information click here to read the full magazine