Our Group at a glance

11 Offices
globally

Local knowledge and experience is invaluable. To accompany our clients and cater for their needs, we have 11 strategically located offices in global financial centres.

Our offices

Established in 1980

Established in the 1980s as an independent asset manager, we've been around and have the advantage of wisdom that only experience can bring.

Our history

80+ Team members

We have a global team of more than 80 qualified and highly experienced professionals, dedicated to providing bespoke investment advise to our clients.

Our team

$4bn Under Management

Managing $4 billion in discretionary and advisory mandates, we ensure your investments are expertly handled to achieve your goals.

Our services

Swiss-based
with international reach

Switzerland

International

Services

Our services

In addition to our core activity of tax optimised wealth management, we have diversified our competencies and offering.

Wealth Management

Name: Probus Pleion
Address: 12 Rue François-Bonivard, Genève, GE, 1201, CH
Telephone: +41 22 906 81 81

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Asset Management

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Trust & Corporate Services

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Our Tailored Approach

We measure our success by how little you have to worry about your wealth.

GEORGES DE PREUX

Understanding Your Financial Landscape

Whether you wish to safeguard your wealth for future generations or create returns to help achieve your dreams, we place your goals at the forefront of our efforts. A comprehensive understanding of your circumstances and objectives is important to us in establishing what success looks like for you. Our global reach and local expertise ensure our strategic approach will be tailored to your unique needs.

The Value We Add

With our extensive global network of custodian banks, we can efficiently manage your assets, implement the right investment strategies, and proactively address any future challenges that the ever-changing tax and regulatory environment may present. Our team of over eighty wealth management experts excel in conventional and alternative asset classes, and can offer access to our own unique niche funds.

Establishing the Optimal Structure

We believe there is little value in offering the best wealth management strategies without ensuring the structure of your portfolio is also tax-efficient and suitable for your circumstances, allowing you to focus on your passions. We will tailor a bespoke investment portfolio and, if advisable, also consider structures such as trusts, insurance and corporate vehicles which can assist with tax optimisation, asset protection and succession planning.