In an interview with SPHERE, Patrick Héritier shares his vision of wealth management and reflects on what he believes remains at the heart of our profession: the relationship. If clients choose people who are like them, the same logic applies to mergers between independent fund managers. Here, Patrick Héritier examines the real obstacles […]
Probus Pleion has expanded its partnership to 17 people. The new partners come from five branches across Switzerland. Independent asset management group Probus Pleion has appointed ten partners, bringing the total number to 17. The new partners are spread across its offices in Geneva, Nyon, Sion, Verbier and Zurich, Citywire can reveal. The promotions […]
Interview with Serge Dorsaz, Carine Perraudin and Patrick Héritier, published in the 2024 edition of “V For Present” magazine, by VFP Immobilier SA. Click here to read the full article. Click here to access the full magazine (interview on pages 14 to 18).
The Probus Pleion group will expand to CHF 3bn in assets under management and gain an office in Lausanne. Independent asset manager Pleion has announced a merger with technology-driven wealth management firm Finstoy, subject to Finma approval. Following the transaction, its parent, Probus Pleion, will have total assets under management of CHF 3bn and will gain an […]
Mauritius, situated in the Indian Ocean, captivates with its breathtaking tourist beauty. Turquoise lagoons and powder-white beaches invite relaxation, while green mountains and picturesque waterfalls delight nature enthusiasts. However, the country also boasts impressive economic achievements. As an emerging economic powerhouse in the Indian Ocean, Mauritius has undergone remarkable development. In this edition of […]
In his contribution to Citywire, Pleion SA CEO, Patrick Héritier, talks about the importance and challenges for wealth management firms of having a presence in the Swiss skiing resort of Verbier. With Barclays being the latest to move in, the Swiss skiing town is reaping the benefits of the shift to remote working. […]
GC Amicitia Zürich won the Swiss Handball Cup final by overcoming Pfadi Winterthur 30-28 after extra time. For the handball club of Zürich, this is the first cup title since the merger of GC and ZMC Amicitia in 2009. For Petr Hrachovec, the team’s Head Coach: “It was important that we stayed calm, especially in […]
The new entity will have 200 employees worldwide, including 60 in Switzerland. Please click here to read the original version on citywire.ch
Two Genevan wealth managers have merged, creating a new independent group managing around CHF 4 billion (£3.2 billion) with 200 employees. PLEION and PROBUS have filed a request for authorisation to proceed with their merger. Patrick Héritier, currently the chief executive of PLEION, will take over the management of the new entity in Switzerland, […]
Patrick Héritier, currently CEO of Pleion, will take over the management of the new wealth management entity. Sharing the same values and perfectly complementary, Pleion and Probus have just filed a request for authorization for their merger project which will bring the newly formed independent group to nearly 4 billion francs in assets under […]