PLEION Wealth Partners
Information by Research Trustfinance
Founded in 1980, PLEION is a Swiss-based group specializing in independent wealth and asset management. The company prides itself on a holistic and personalized approach, offering a wide range of services including wealth management, asset management, and family office services. With a history spanning over four decades, PLEION operates on a principle of open architecture, allowing it to provide objective advice and select the best financial products for its international clientele of private and institutional investors. The group is regulated in the various jurisdictions it operates in, including by FINMA in Switzerland.
Switzerland
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial
HQ Location