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DirectoryFinance & InsuranceExternal Asset ManagementZurichProbus Pleion Suisse AG, Zweigniederlassung Zürich
Probus Pleion Suisse AG, Zweigniederlassung Zürich Logo
Verified· 3 sources

Probus Pleion Suisse AG, Zweigniederlassung Zürich

Summary

About the company

Probus Pleion Suisse AG, Zweigniederlassung Zürich is a wealth management branch providing tailored investment and pension solutions. Services include discretionary asset management, pension advisory (second and third pillar), specialised wealth management for professional athletes, and collective investment management under a FINMA licence, with OFS (Ombud Finanzen Schweiz) as ombud; the firm also uses IT systems for portfolio aggregation and risk monitoring.

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Offering

Products & services

Industry:External Asset Management
✓ Offered4
Wealth Management
Tailored wealth management with discretionary mandates, advisory mandates, strategy adjustments, ongoing risk monitoring and access to an open product range.
Pension Asset Management
Management of pension assets for vested benefits, supplementary 1e assets and pillar 3a, with individual investment strategy and open architecture.
Wealth Management for Athletes
Wealth management and financial planning for athletes with long-term support, investment strategy, investment planning and assistance with asset-related matters.
Digital Investment Platform (Invest Agent)
Digital B2B investment platform with single-stock portfolios, systematic ratings, ETF and fund baskets, reporting and execution via Swissquote.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Seidengasse 13
8001 Zurich
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Branch
UID
CHE-246.185.537
Founded
2019 · 7 years
Last commercial register change
January 9, 2025
Employees
1 to 10

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