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 have extended our professional expertise. Our strong identity, Swiss know-how and our approach to wealth management are thus transposed at international level through our various strategic partners.

Our team of some forty specialists is attentive to your needs and ready to advise you on reliable financial products and solutions.

Finance

PLEION Wealth Partners

PLEION Wealth Partners' headquarters in Geneva, Switzerland

Patrick Héritier

Sandro Steiner

Florian Schefer

Florence Tsetsis

Serge Darioli

Patrick Humbert

Ron Ohrel

Frédéric Annoni

Robert-Philippe Bloch

Marc Wagner

The Wealth Management team at PLEION Wealth Partners is dedicated to providing personalized investment strategies and financial solutions tailored to the unique needs of High-Net-Worth Individuals and institutional clients. With a skilled group of specialists, the team focuses on building lasting relationships and delivering top-tier financial products, leveraging their extensive expertise and Swiss heritage to navigate the complexities of global wealth management.

Wealth Management

The Finance and Compliance team at PLEION Wealth Partners ensures the integrity and regulatory adherence of the firm’s financial operations. Comprising specialists in risk management, legal compliance, and financial products, the team develops robust investment strategies while safeguarding client assets through meticulous accounting practices and compliance protocols. Their proactive approach guarantees the firm's alignment with FINMA regulations and the delivery of reliable financial solutions to high-net-worth individuals and institutional clients.

Finance and Compliance

The Leadership Team at PLEION Wealth Partners oversees strategic direction and operational excellence within the firm. Comprising key executives such as the CEO, CIO, and Chief Risk Officer, the team collaborates to develop and implement tailored investment strategies while ensuring compliance with regulatory standards and managing potential risks. Their expertise drives the firm’s commitment to delivering exceptional wealth management services to high-net-worth individuals and institutional clients globally.

PLEION Wealth Partners

Org chart

Board & advisors

Teams

Wealth Management

Finance and Compliance

Leadership Team

Offices

PLEION Wealth Partners

Org chart

Board & advisors

Teams

Wealth Management

Finance and Compliance

Leadership Team

Offices

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