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 makes PLEION Monaco different

• An independent Group held by its top management
• A global support providing some customised solutions to your needs
• An Investment Office working in collaboration with independent research institutions to optimise the solutions we offer
• Asset management based on strong convictions
• Our multidisciplinary skills and international know-how
• A solid and lasting partnership with more than 30 leading custodian banks
• A team which can advise you in several languages
• An international presence: Monaco, Switzerland – with offices in Geneva, Zurich, Nyon, Sion, Bern and Verbier, Mauritius and Luxembourg
• A complete and scalable IT platform that we have developed for the needs of our business. It allows:
  • The fast and efficient consolidation of multi-depository portfolios
  • Automated and concentrated risk monitoring, on a daily basis

At PLEION Monaco, our clients is our only focus