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DirectoryFinance & InsuranceExternal Asset ManagementSionProbus Pleion Suisse SA, succursale de Sion
Probus Pleion Suisse SA, succursale de Sion Logo
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Probus Pleion Suisse SA, succursale de Sion

Summary

About the company

Probus Pleion Suisse SA, succursale de Sion is an independent wealth management firm offering private wealth management, pension solutions, family office services, and fund administration and distribution. The group also provides corporate services, institutional asset management, IT solutions, relocation support and tailored wealth advice for professional athletes, and is regulated by FINMA as a collective asset manager.

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Offering

Products & services

Industry:External Asset Management
✓ Offered3
Wealth management
Discretionary investment solutions and advisory, tailor-made mandates, asset allocation aligned with the client's objectives, ongoing portfolio monitoring and management in CHF, EUR and USD.
Family Office
Management and organisation of the family wealth, consolidation of assets, reporting, administrative follow-up, organisation of events, trips, household staff and coordination of services.
Wealth structuring
Analysis of the wealth situation, definition of a project, establishment of legal structures, succession planning, protection, diversification and tax optimisation.
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Location

Rue du Pré-Fleuri 5
1950 Sion
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-352.682.365
Founded
2003 · 23 years
Last commercial register change
December 24, 2024
Employees
1 to 10

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