1980 – Creation of Plurigestion SA
Pioneers in the industry, the founders were able to stand firm as banks began to standardise wealth management activities.
2002 – New Direction
Three executives of a private bank take over the management of the company. Over the years, Plurigestion SA has diversified its activities, meeting the growing needs of its customers
2005 – Opening of our office in Sion
2010 – Development, in partnership with BDI SA, of a Portfolio Management System dedicated to the profession of independent manager
2012 – Opening of our office in Nyon
2017 – Arrival of Patrick Héritier as CEO
2018 – Plurigestion SA changes name and becomes PLEION SA
2019 – Opening of our offices in Bern and Zurich
2021 – Opening of our office in Verbier
2022 – Probus and Pleion merge
2023 – Strategic merger between Pleion SA and Lausanne-based Finstoy SA
2024 – Pleion SA becomes Probus Pleion Suisse SA
We aim to reinforce our dedication to excellence in wealth management and ensure that the Probus Pleion name is recognised globally.
Your wealth is our passion
Our objective is to provide you with tailor-made solutions in order to grow your wealth.
Pension
We help you to optimise the return on your pension assets.
Invest Easy Pro
Direct-equity portfolios that can change stance when markets do.