PLEION Wealth Partners

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Wealth management has been our core expertise since 1980. Directly affiliated to FINMA, PLEION SA is one of the leading independent wealth managers in Switzerland. We develop tailor-made investment strategies for High-Net-Worth Individuals and institutional clients worldwide. Over the years, we ha... Read more

Industries

Employees

11-50

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Org chart

Patrick Héritier
Vice Chairman of the Board
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Patrick Humbert
Chief Risk Officer
Florence Tsetsis
Head of Accounting
Sandro Steiner
Head of the Zurich office
Serge Darioli
Head of Institutional Management & Head of the Sion office
Mark Staudenmann
Head of Asia Pacific & Wealth Manager
Derwael Benoit
Head of Investment Solutions
Vincent Baud
Directeur
Alix Scherer
Chief Compliance & Risk Officer - Directeur autorisé
Adrian Kirigin
Chief Investment Officer - Probus Middle East Ltd
Benoît Derwael
Head of Financial Products
Marie-France Tischhauser
Head of Human Resources

Board & advisors

Marc Wagner
Chairman
Ron Ohrel
Investment Adviser
Frédéric Annoni
Senior Fund Adviser