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 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.

Leadership Team

Wealth Management

Finance and Compliance

Leadership Team

About

Team members

Other teams at PLEION Wealth Partners

Wealth Management

Finance and Compliance