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.
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The Pleion SA annual revenue was $66.5 million in 2026.
Mark Staudenmann is the Managing Director - Senior Client Advisor of Pleion SA.
3 people are employed at Pleion SA.
Pleion SA is based in Bern, Bern.
The NAICS codes for Pleion SA are [5239, 52392, 52, 523920, 523].
The SIC codes for Pleion SA are [62, 628].