PLEION WEALTH PARTNERS

pleion-wealth-partners-logo

PLEION Wealth Partners is a financial consulting firm with an international presence. The company offers investment fund management, wealth management for professional athletes, distribution of financial products, corporate services, consulting and training, institutional management, and patrimonial supervision services.

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PLEION WEALTH PARTNERS

Social Links:

Industry:
Asset Management Consulting Financial Services Training Wealth Management

Founded:
1980-01-01

Address:
Geneva, Geneve, Switzerland

Country:
Switzerland

Website Url:
http://www.pleion.ch

Total Employee:
101+

Status:
Active

Contact:
+41 22 906 81 81

Email Addresses:
[email protected]

Technology used in webpage:
Person Schema Google Google Cloud Gravatar Profiles CrUX Dataset CrUX Top 10m


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Current Employees Featured

marc-wagner_image

Marc Wagner
Marc Wagner Chairman Of The Board @ PLEION Wealth Partners
Chairman Of The Board
2020-01-01

patrick-humbert_image

Patrick Humbert
Patrick Humbert COO - Risk Manager @ PLEION Wealth Partners
COO - Risk Manager
2020-01-01

patrick-heritier_image

Patrick Heritier
Patrick Heritier CEO & Member of the Board of Directors @ PLEION Wealth Partners
CEO & Member of the Board of Directors
2017-05-01

derwael-benoit_image

Derwael Benoit
Derwael Benoit CIO @ PLEION Wealth Partners
CIO
2018-10-01

Official Site Inspections

http://www.pleion.ch Semrush global rank: 5.62 M Semrush visits lastest month: 1.28 K

  • Host name: 54.31.190.35.bc.googleusercontent.com
  • IP address: 35.190.31.54
  • Location: Mountain View United States
  • Latitude: 37.4043
  • Longitude: -122.0748
  • Metro Code: 807
  • Timezone: America/Los_Angeles
  • Postal: 94043

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More informations about "PLEION Wealth Partners"

Wealth management in Switzerland, by Pleion SA

[email protected]. Our office Bern. Schauplatzgasse 9, 3011 Bern t +41 58 404 29 41. [email protected]. Our office Zürich. Seidengasse 13, 8001 Zürich t +41 43 322 15 80. โ€ฆSee details»

Gestion de fortune en Suisse, par Pleion SA

[email protected]. Notre bureau Berne. Schauplatzgasse 9, 3011 Berne t +41 58 404 29 41. [email protected]. Notre bureau Zurich. Seidengasse 13, 8001 Zurich t +41 43 322 15 80. โ€ฆSee details»

Team - Pleion SA

Pleion SA is a leader in wealth management in Switzerland, while maintaining a substantial international presence. Our strong identity and Swiss know-how span the globe through our โ€ฆSee details»

Probus Pleion - Patrick Héritier

Patrick Héritier is one of the main shareholders of Probus Pleion Group and serves as the Managing Partner of the Pleion SA. top of page. ... [email protected]. Rue François โ€ฆSee details»

Strategic merger between two Swiss independent โ€ฆ

Oct 11, 2023 Probus Pleion Holding SA, one of the largest and most established independent wealth managers in Switzerland, announces the merger by absorption (subject to FINMA approval) with Finstoy SA, an innovative โ€ฆSee details»

PLEION Wealth Partners - Crunchbase Company Profile & Funding

Organization. PLEION Wealth Partners . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. ... Contact Email [email protected]; Phone โ€ฆSee details»

Pleion SA: Contact Details and Business Profile - RocketReach

Pleion.ch; Ron Ohrel Investment Advisor at Pleion SA Switzerland View. 2 gmail.com; pleion.ch; 1 4179709XXXX; View Similar People. Related Companies Pensionskasse SBB. 33 $3m I โ€ฆSee details»

PLEION SA Company Profile | Genève, GENÈVE, Switzerland

Find company research, competitor information, contact details & financial data for PLEION SA of Genève, GENÈVE. Get the latest business insights from Dun & Bradstreet.See details»

PLEION SA Overview | SignalHire Company Profile

Organization Website: pleion.ch : Phone Number +41 22 906 81 81: PLEION SA industries Finance: Headquarters Location: Rue Francois-Bonivard 12, Geneve, 1201 CH Rue Francois โ€ฆSee details»

History of Wealth Management expert, Pleion SA

2018 โ€“ Plurigestion SA changes name and becomes PLEION SA. 2019 โ€“ Opening of our offices in Bern and Zurich. 2021 โ€“ Opening of our office in Verbier. 2022 โ€“ Probus and Pleion merge. โ€ฆSee details»

Pleion SA among the 50 best Independent Asset โ€ฆ

Jun 16, 2023 We are proud to announce that Pleion SA features among Switzerland's most influential independent asset managers for the fourth consecutive year. Published by Citywire, the fifth edition of its โ€˜Top 50 โ€ฆSee details»

Genevan Wealth Managers Merge - finews.com

Aug 31, 2021 The combined entity, to be run by Pleion boss Patrick Héritier, will manage 4 billion Swiss francs ($4.4 billion) in assets and employ more than 200 people, they said. The move, in which no money changes hands but the โ€ฆSee details»

Pleion Profile: Commitments & Mandates - PitchBook

Pleion is a wealth management firm based in Geneva, Switzerland. Established in 1980, the firm provides family office services, turnkey management, portfolio management, banking services, โ€ฆSee details»

PLEION SA celebrates 40 years of existence

Mar 6, 2020 Over the last 40 years PLEION SA has grown considerably and now has more than 40 employees in Switzerland, dispersed between offices in Geneva, Nyon, Sion, Bern and โ€ฆSee details»

PLEION SA โ€“ Conseiller financier à Genève - local.ch

PLEION SA โ€“ Conseiller financier à Genève โŒš Heures dโ€™ouverture Adresse โ˜Ž Numéro de téléphone Réservez en ligne dès maintenant sur local.ch!See details»

Geneva wealth firms merge in $4.4bn assets deal

Sep 1, 2021 Geneva-based wealth managers Pleion and Probus have agreed to merge in a deal that will see CHF4bn ($4.4bn) of combined assets and around 200 staff worldwide, including โ€ฆSee details»

Our values - Pleion SA

The client our only focus; Our expertise: you are taken care of by passionate specialists; We are solutions oriented: our services are tailor-made and personalised; Trust is at the core of all our โ€ฆSee details»

PLEION Consulting - Crunchbase Company Profile & Funding

Organization. PLEION Consulting . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. About. PLEION Consulting is a business consultant that โ€ฆSee details»

Pension - Pleion SA

Pleion SA can assist you in this process. Our experience and expertise in the field of wealth management allow us to offer tailor-made and optimal management solutions for your pension โ€ฆSee details»

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