Probus Pleion

Probus Pleion Holding SA is an independent, international wealth and asset management group rooted in Swiss financial traditions. Managing over USD 5 billion in assets, the group delivers personalised financial solutions to high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), families, and institutional clients. Established in Switzerland (Geneva, Zurich, Bern, Nyon, Lausanne, Sion, Verbier), United Arab Emirates (DIFC), Luxembourg, Mauritius, and Thailand, the group combines decades of market experience with modern, agile, multi-jurisdictional capabilities.

Core Services & Solutions

1. Wealth Management & Investment Advisory: Bespoke discretionary and advisory mandates tailored to specific risk profiles, capital preservation goals, and multi-generational growth objectives.
2. Asset Management & Institutional Services: Dedicated investment office operations, rigorous macroeconomic research, direct-equity capabilities, alternative asset allocation (private equity, real estate), and institutional pension fund management.
3. Trust & Corporate Services: Comprehensive multi-jurisdictional structuring, including estate and succession planning, trusts, foundations, tax-optimisation compliance (FATCA/CRS), and philanthropic advisory.
4. Open-architecture custody coordination: Partnerships with over 40 top-tier global and Swiss custodian banking institutions, providing clients with robust asset protection and multi-custodian consolidation.

Key Differentiators

1. Total independence: Free from commercial banking affiliations or proprietary product pushing, ensuring objective, open-architecture advice centred entirely on client interests.
2. Swiss precision & global reach: Combining Swiss regulatory rigour, privacy, and compliance with operational hubs spanning Europe, the Middle East (Dubai/DIFC), and Africa/Asia (Mauritius).
3. Proprietary technology infrastructure: Advanced in-house IT architecture enabling real-time portfolio consolidation, multi-currency risk monitoring, and seamless client reporting.
4. Multilingual expertise: A global team of specialists communicating fluently across more than 10 languages to navigate complex cross-border financial landscapes.