Asset Management Companies in Switzerland

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.

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About Crypto Finance The Crypto Finance Group - comprising two FINMA-regulated financial institutions and part of Deutsche Börse Group - offers professional digital asset solutions. This includes one of the first FINMA-approved securities firms with 24/7 brokerage services, custody, infrastructure, and tokenisation solutions for financial institutions, as well as the first FINMA-approved manager of collective assets for crypto assets, with an active, rules-based, and index-based alternative investment fund offering, including the first Swiss crypto fund. The Crypto Finance Group is headquartered in Switzerland. For more information, please visit: www.crypto-finance.com

Founded in April 2018 and headquartered in Zug, SEBA Bank is a pioneer in the financial industry providing a seamless, secure and easy-to-use bridge between digital and traditional assets. As a smart bank SEBA Bank offers a fully universal suite of regulated banking services in the emerging digital economy. In August 2019, SEBA Bank received a Swiss banking and securities dealer licence – the first time a reputed, regulatory authority such as FINMA has granted a licence to a financial services provider with a core capability in digital assets. The broad, vertically integrated spectrum of services combined with the highest security standards, make SEBA Bank’s value proposition unique - this is why Banque de France selected SEBA Bank to test the integration of Central Bank Digital Currency (CBDC). CVVC Global Report and CB Insights names SEBA Bank as Top 50 Companies within the blockchain ecosystem. For more information about SEBA Bank, please visit seba.swiss

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