Company Information

Get to know PLEION Wealth Partners

Founded in 1980, PLEION is a Swiss-based group specializing in independent wealth and asset management. The company prides itself on a holistic and personalized approach, offering a wide range of services including wealth management, asset management, and family office services. With a history spanning over four decades, PLEION operates on a principle of open architecture, allowing it to provide objective advice and select the best financial products for its international clientele of private and institutional investors. The group is regulated in the various jurisdictions it operates in, including by FINMA in Switzerland.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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PLEION Wealth Partners

Switzerland

Founded in

1980 (46 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.