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

Patrick Héritier

Vincent Baud

Florian Schefer

Florence Tsetsis

Marie-France Tischhauser

Serge Darioli

Kim Muller

Mark Staudenmann

Sandro Steiner

Cécilia Nunes

Benoît Derwael

Patrick Humbert

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

Wealth Management

Leadership Team

Finance and Compliance

About

Team members

Other teams at PLEION Wealth Partners

Wealth Management

Leadership Team