Probus Pleion

Probus Pleion is an independent, Swiss-based wealth management group established in 1980, serving clients through 11 offices in global financial centres and locations including Switzerland, Mauritius, Thailand, Luxembourg and the UAE. With a team of more than 80 professionals and over USD 5 billion under management, the firm provides bespoke investment advice and manages discretionary and advisory mandates.

Its services include tax-optimised wealth management, asset management, and trust and corporate services. Probus Pleion takes a tailored approach, beginning with an understanding of each client’s circumstances, goals and financial landscape. It draws on a global network of custodian banks and expertise across conventional and alternative asset classes, with access to its own niche funds. Where appropriate, the firm can also help clients consider trusts, insurance and corporate vehicles to support tax optimisation, asset protection and succession planning. Its offering is designed to align portfolio strategy and structure with clients’ needs, while helping them navigate changing tax and regulatory environments. The firm also publishes market reports and investment insights.