PLEION (MONACO) SAM - Gestion De Fortune


PLEION (Monaco) SAM announces it has resumed its activities

Following the decisions of the government and the health authorities, the PLEION (Monaco) SAM teams are very happy to be able to welcome you once again in their offices. The most stringent sanitary measures are in place to ensure your safety and comfort during this very particular situation: the disinfection of all areas and surfaces […]

Mr Stéphane Desvernay, CIO at PLEION Monaco SAM, interviewed by Wealth Monaco

Nowadays, a growing number financial institutions, including banks, insurance and wealth management companies, are advocating an approach based on Environmental, Social and Governance (ESG) criteria, alongside traditional financial criteria. Mr Stéphane Desvernay, CIO at PLEION Monaco SAM, provides more insight in his interview with Muriel Cressot of Wealth Monaco Digital Magazine. Click on the following […]

PLEION Monaco strengthens its Advisory and Management desk

The appointment of Ms Marianna Petroula strengthens the Advisory and Management team of PLEION (Monaco) SAM. Marianna studied at the prestigious IUM International University of Monaco where she obtained an MSc in Finance, Hedge funds & Private equity track.  

Principality’s energy transition: PLEION has committed

Congratulations to the PLEION Company, which signed, the National Pact for Energy Transition, in the presence of Xavier Midorge, Director CEO of the Company, Nicolas Traineau, Co-CEO, and Annabelle Jaeger-Seydoux, Director of the Monaco Energy Transition Mission (MTE). Present in the Principality for a year, PLEION is one of the leaders in wealth management in […]

A Genevan boutique welcomes two veteran private bankers from UBS for a new Zurich office.

PLEION is appointing Sandro Steiner as the head of its newly-opened Zurich office, has learned. The private banker spent the last six years running an UBS desk for super-rich non-domiciled emerging market clients in the U.K. Steiner also developed a global resident partners desk for UBS which tended to clients moving country. His hire, […]

PLEION SA among the top 50 Independent Wealth Managers in Switzerland

PLEION SA among the top 50 Independent Wealth Managers in Switzerland by international financial editor Citywire. Read more :

Geneva WM makes international push with new branch

Geneva-based wealth manager PLEION has opened a new branch in Monaco, the firm has announced. The Monaco branch opened on 11 January 2019, with 10 members of staff. They report to Stéphane Desvernay, CIO of PLEION (Monaco) SAM. Commenting on the opening, PLEION CEO Patrick Héritier said: “We are proud to be able to count […]

PLEION starts in Monaco

The offices of PLEION SA in Monaco were opened on 11.1.2019. This makes PLEION Asset Management a global company with 160 employees and an asset management division of 60. PLEION is now also active in the Principality of Monaco, with a team of 10 people and many years of experience. Patrick Héritier, CEO of PLEION […]

PLEION SA opens Bern branch

Geneva based Wealth management PLEION SA has opened a new branch office in Bern. PLEION employs 160 people worldwide and 60 of them are in asset management. The branch in Bern will become active with 2 employees and will be closely linked to the head office in Geneva. Bern office will be managed by Roger […]

Geneva WM expands by opening new office

Geneva-based wealth manager PLEION SA has opened a new branch in Bern, the firm has announced. The Bern office will be managed by CEO Patrick Héritier and wealth manager Roger von Rotz. Commenting on the move, Héritier said: “Being present mainly in French-speaking Switzerland, our strategy is to develop our group in German-speaking Switzerland. The […]