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DirectoryFinance & InsuranceExternal Asset ManagementZurichProbus Pleion Suisse AG, Zweigniederlassung Zürich
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Probus Pleion Suisse AG, Zweigniederlassung Zürich

Summary

About the company

Probus Pleion Suisse AG, Zweigniederlassung Zürich is a wealth management branch providing tailored investment and pension solutions. Services include discretionary asset management, pension advisory (second and third pillar), specialised wealth management for professional athletes, and collective investment management under a FINMA licence, with OFS (Ombud Finanzen Schweiz) as ombud; the firm also uses IT systems for portfolio aggregation and risk monitoring.

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Aggregated rating
5
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Location

Seidengasse 13
8001 Zurich
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Branch
UID
CHE-246.185.537
Founded
2019 · 7 years
Last commercial register change
January 9, 2025
Employees
1 to 10

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