PLEION Investment Adviser - Gestion De Fortune

Our advice process

Our client, at the heart of everything we do. We care about their interests and our internal advice process is geared towards a clear understanding of our clients’ needs and the challenges they face, but more precisely, about their ultimate goals.

Our experience in wealth management allows us to advise our clients on how to manage their wealth over time. After carrying out a methodical wealth management process, we develop a tailor-made financial roadmap that we continuously monitor.