PLEION Investment Adviser - Gestion De Fortune

Our partners

 

Investment Partners
In order to provide our clients with an independent and efficient management of their wealth, our investment committee relies on the skills of two external advisers, who bring us expertise in macroeconomic analyses, technical analyses and the selection of investment funds.

Fund Management
With over 50 fund managers under constant review, we are able to integrate the best products into our portfolios under administration, managed by specialists, on specific topics. Our approach consists of the constant evaluation and search for performance, diversification and control of risk and costs, basis of our open architecture.

Custodian banks
Our banking partners are more than just custodians of our clients’ assets. They give us access to their specialists, to their infrastructure and specific offers, whether in Private Equity, Philanthropy or any other service they offer.

Our main partners are:

                             

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