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DirectoryFinance & InsurancePension FundsSionCaisse de retraite de PLEION SA et sociétés affiliées
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Caisse de retraite de PLEION SA et sociétés affiliées

Summary

About the company

The core activity of Probus Pleion Suisse SA is independent wealth management and management for private individuals, families and companies. The company offers various services, including wealth management, pension planning, wealth structuring, family office services and institutional wealth management. It is a financial services company that offers its customers individual solutions and products to preserve and increase their wealth.

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Products & services

Industry:Pension Funds
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Wealth Management
Wealth management with tailored solutions, portfolio management and advice on investment products, plus ongoing support for private assets, families and businesses.
Pension Planning Advice
Pension planning advice to optimise returns on pension assets, with solutions for occupational pension provision and management of retirement savings.
Institutional Asset Management
Institutional asset management for professional investors, with multi-custodian portfolio consolidation, daily risk monitoring and support from specialised investment offices.
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Location

Rue de Pré-Fleuri 5
1950 Sion

At a glance

Legal form
Foundation
UID
CHE-113.949.210
Founded
2007 · 19 years
Last commercial register change
June 25, 2025
Employees
51 to 100

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