About PLEION Wealth Partners
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.
- Founded
- 1980
- Employees
- 11 to 50
- Headquarters
- Geneva
Leadership
The top of PLEION Wealth Partners's org chart, with how many people report into each leader.
Patrick Héritier
Président du conseil d’administration
17 reports
Alix Scherer
Chief Compliance & Risk Officer - Directeur autorisé
4 reports
Florence Tsetsis
Head of Accounting
2 reports
Marie-France Tischhauser
Head of Human Resources
1 report
Vincent Baud
Directeur
Derwael Benoit
Head of Investment Solutions
Sandro Steiner
Head of the Zurich office
Patrick Humbert
Chief Risk Officer
Nicolas Denervaud
Directeur
Board
Ron Ohrel
Investment Adviser
Frédéric Annoni
Senior Fund Adviser
Robert-Philippe Bloch
Director
Marc Wagner
Chairman
Jobs at PLEION Wealth Partners
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