Probus Pleion
Probus Pleion is a Geneva-based independent asset management group, founded in 1980, providing tax-optimized wealth management, asset management, and trust and corporate services to high net worth individuals, families and family offices, athletes, and pension funds through 11 offices across Switzerland, the UAE, Luxembourg, Mauritius, and Thailand.
- Company typePrivate
- Founded1980
- HeadquartersGeneva, Switzerland
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Probus Pleion does
Probus Pleion is a Geneva-headquartered, privately-held independent asset management group founded in 1980 that provides tax-optimized wealth management, asset management, and trust & corporate services to high net worth individuals, families and family offices, professional athletes, and institutional clients such as pension funds. The firm operates across 11 offices in seven countries, anchored by seven Swiss cities (Geneva, Zurich, Bern, Lausanne, Verbier, Sion, Nyon) and extended through DFSA-regulated Dubai, FSC-regulated Mauritius, Luxembourg, and Bangkok, serving clients with cross-border holdings.
The group delivers discretionary and advisory portfolio mandates, plus thematic asset management including emerging-markets strategies, and supplements these with proprietary niche funds. A wholly-owned subsidiary, Probus Trustees SA, provides trust and corporate structuring services for succession planning and asset protection. Operationally, the firm runs an in-house, multi-depositary consolidated portfolio reporting system that aggregates client banking and non-banking holdings across multiple jurisdictions, producing customizable reports tailored to UHNWI requirements.
Probus Pleion earns revenue primarily through recurring asset-based fees on discretionary and advisory mandates (percentage of AUM), supplemented by fund management fees on thematic and niche products and by professional services fees on trust and corporate engagements. Distribution is relationship-led and direct, with no external sales channels or parent ownership. The partnership structure expanded in March 2025 to 17 partners and approximately 160 staff across the global footprint, and the firm has been repeatedly recognized by Citywire among Switzerland's Top 50 Independent Asset Managers for six consecutive years and among Middle East's Top Independent Asset Managers in 2024 and 2025.
Probus Pleion firmographics
Firmographics- Name
- Probus Pleion
- Legal name
- Probus Pleion
- Website
- https://probuspleion.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Probus Pleion is a Geneva-based independent asset management group, founded in 1980, providing tax-optimized wealth management, asset management, and trust and corporate services to high net worth individuals, families and family offices, athletes, and pension funds through 11 offices across Switzerland, the UAE, Luxembourg, Mauritius, and Thailand.
- Ownership category
- akta.pro rank
Probus Pleion industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Tax-Focused Wealth Management RIAs (FSAAACAD)
- akta.pro secondary industries
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Probus Pleion is headquartered
LocationHeadquarters
- HQ city
- Geneva
- HQ country
- Switzerland
- HQ region
- Europe
Offices11 records
Markets served
Probus Pleion business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Wealth Management - Discretionary Mandates: Fully managed portfolios where investment decisions are made on behalf of clients, typically charged as a percentage of assets under management.
- Wealth Management - Advisory Mandates: Advisory service where clients receive investment recommendations but retain decision-making authority, typically charged on a fee basis.
- Asset Management: Management of thematic investment funds including emerging markets strategies, providing access to niche funds and institutional-quality investment opportunities.
- Trust & Corporate Services: Structuring services including trusts, foundations, and corporate vehicles for succession planning, tax optimisation, and asset protection.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Probus Pleion product offering
Product offeringCore offering
Probus Pleion is an independent Swiss asset management group providing tax-optimized wealth management through discretionary and advisory portfolio mandates, asset management via thematic and emerging-markets funds, and trust & corporate services including succession planning, foundations, and corporate vehicles. It serves high net worth individuals, professional athletes, families/family offices, and pension funds across 11 global offices, with a proprietary IT platform providing consolidated multi-jurisdictional reporting of client assets.
Product overview
Probus Pleion is a Swiss-based independent asset management group offering a unified wealth management platform comprising three core service lines: Wealth Management (tax-optimized advisory and discretionary mandates), Asset Management (thematic funds including emerging markets expertise), and Trust & Corporate Services (succession planning and structure design). The platform is enhanced by proprietary consolidated portfolio reporting technology that aggregates client assets across multiple custodians and jurisdictions. The firm manages over USD 5 billion in discretionary and advisory mandates across 11 global offices.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Bespoke tax-optimised wealth management service offering discretionary and advisory portfolio mandates for high net worth individuals, athletes, families, and pension funds. Includes portfolio construction tailored to risk tolerance and time horizons, multi-custodian consolidation, and personalised reporting.
- Asset Management Asset management service utilising thematic funds to provide investment solutions across market capitalisations, including access to proprietary niche funds and emerging markets strategies for institutional and sophisticated private clients.
- Trust & Corporate Services Comprehensive fiduciary and corporate services encompassing succession planning, trust and foundation structures, corporate vehicles, tax optimisation, and asset protection strategies, including coordination with external tax, accounting, and legal advisors.
Quantifiable outcome
- Recognised among Switzerland's Top 50 Independent Asset Managers for six consecutive years
- +1 more outcomes
Companies that use Probus Pleion
Customer profileSegments4 records
Ideal customer profiles4 records
Probus Pleion technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Probus Pleion partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Probus Pleion competitors and assessment
Company assessmentDirect peers
- EFG International: EFG International is a Swiss-listed private banking group with global operations serving HNW clients. It operates through multiple regulated subsidiaries in Switzerland, UAE, and other key wealth centers — directly comparable to Probus Pleion's multi-jurisdictional independent wealth management model.
- Mirabaud: Mirabaud is a Geneva-based Swiss private banking group offering wealth management, asset management, and corporate finance. Its independent structure, Geneva headquarters, and mid-sized HNW focus position it as a close peer to Probus Pleion's Swiss wealth management franchise.
- Lombard Odier: Lombard Odier is a Geneva-based private bank specializing in wealth and asset management for private and institutional clients. Its Swiss-independent, partnership-governed structure, multi-jurisdictional footprint, and HNW/UHNW focus make it one of the closest direct comparables to Probus Pleion.
- Union Bancaire Privée (UBP): UBP is a Geneva-headquartered Swiss private bank with strong asset management capabilities and a global footprint. Its Geneva heritage, independent ownership, and wealth/asset management breadth closely mirror Probus Pleion's positioning as an independent Swiss wealth platform.
- Vontobel: Vontobel is a Swiss-listed wealth and asset manager offering private banking, asset management, and investment solutions. Its combination of private client wealth management and active asset management (including thematic strategies) parallels Probus Pleion's integrated Wealth Management / Asset Management platform.
- IQ-EQ: IQ-EQ is a global provider of fiduciary, trust, and corporate services for HNW individuals, families, and institutional clients. Its trust and corporate services offering — including succession planning and cross-border structuring — directly overlaps with Probus Pleion's Trust & Corporate Services franchise.
- Bordier & Cie: Bordier & Cie is a Geneva-based Swiss private bank focused on wealth management for private clients. Its Geneva headquarters, independent partnership structure, and HNW/UHNW client focus make it a closely comparable mid-sized independent Swiss wealth manager to Probus Pleion.
- J. Safra Sarasin: J. Safra Sarasin is a Swiss private banking group offering wealth management and asset management services to private and institutional clients. Its Swiss-anchored, multi-jurisdictional model with strong family-office-style servicing closely mirrors Probus Pleion's profile.
Broad incumbents
- Julius Baer: Julius Baer is one of Switzerland's largest dedicated wealth management groups, serving HNW and UHNW clients globally. It competes with Probus Pleion for the same Swiss and international HNW client base but at materially larger scale with broader product and technology investments.
- Pictet Group: Pictet is one of Switzerland's largest independent private banks and asset managers, headquartered in Geneva. It offers private banking, asset management, and related services to HNW and institutional clients across multiple jurisdictions — directly comparable to Probus Pleion's independent Swiss wealth management model but at materially larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Probus Pleion social profiles
Digital presenceProbus Pleion financial estimates
Financial estimateRevenue estimate
Valuation estimate
Probus Pleion leadership team
Management profileNumber of profiles
Profiles6 records
Probus Pleion subsidiaries and ownership
Company hierarchySubsidiaries5 records
Probus Pleion funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Probus Pleion M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Probus Pleion
What does Probus Pleion do?
Probus Pleion is an independent Swiss asset management group providing tax-optimized wealth management through discretionary and advisory portfolio mandates, asset management via thematic and emerging-markets funds, and trust & corporate services including succession planning, foundations, and corporate vehicles. It serves high net worth individuals, professional athletes, families/family offices, and pension funds across 11 global offices, with a proprietary IT platform providing consolidated multi-jurisdictional reporting of client assets.
Is Probus Pleion a public or private company?
Probus Pleion is a private company. It is classified as management employee owned and is currently operating.
When was Probus Pleion founded?
Probus Pleion was founded in 1980. It employs 101 to 250 people.
Where is Probus Pleion based?
Probus Pleion is headquartered in Geneva, Switzerland, in the Europe region.
How does Probus Pleion make money?
Four revenue lines are on record. Wealth Management - Discretionary Mandates are the primary driver. The others are wealth Management - Advisory Mandates, asset Management and trust & Corporate Services.
Who are Probus Pleion's main competitors?
Direct peers on record are EFG International, Mirabaud, Lombard Odier, Union Bancaire Privée (UBP), Vontobel, IQ-EQ, Bordier & Cie and J. Safra Sarasin. Broad incumbents are Julius Baer and Pictet Group.
Does Probus Pleion have an API?
No public API is recorded for Probus Pleion.
What industry is Probus Pleion in?
Probus Pleion's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAD, Tax-Focused Wealth Management RIAs, with a secondary code of FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments). Its NAICS code is 523940 and its SIC code is 6282.