PLEION (MONACO) SAM - Gestion De Fortune

PLEION means "excellence" in ancient Greek: excellence in all our activities is our promise to you.

The wealth management market, the group’s main activity, is witnessing a profound transformation. PLEION is committed to significantly contribute to this change in order to build trustful relationships over time.

We accompany, advise, and provide you with investment solutions and financial products adapted to your situation. Our objective is to ensure the sustainability and growth of your assets.

Through our expertise, and with the support of the PLEION group, we devise, for you, a tailored investment strategy. We also monitor macroeconomic and political trends, and manage your investments according to market fluctuations.

 
What sets us apart

  • An independent Group held by its Top Management
  • A holistic and tailor-made approach to provide best in class solutions
  • An Investment Office of around ten people, working with several independent research institutes, to optimise the proposed solutions
  • Asset management based on strong convictions
  • Our multidisciplinary and international expertise arise from our Swiss origins
  • Solid partnership with more than 30 top-rated custodian banks, of which half based in Switzerland
  • A polyglot group; we advise you in 7 languages
  • Presence in Switzerland and at international level: Monaco, Geneva, Nyon, Sion, Bern, Luxembourg and Mauritius
  • An IT infrastructure developed for the needs of our business, in constant evolution. Our system allows:
    • Consolidation of multi-custodian portfolios
    • Daily automated and concentrated risk monitoring

 

Our clients, our only focus