PLEION Wealth Partners
Florian Schefer currently serves as Directeur at Pleion SA and Associé at Probus Pleion Holding SA since January 2024. Prior to these roles, Florian held the position of Administrateur et Managing Partner at Finstoy SA from December 2010 to January 2024, and spent over seven years at Credit Suisse where titles included Vice-President, Assistant Vice-President, and Relationship Manager. Florian's career began as a Trainee at Credit Suisse from August 1998 to July 2001. Educational qualifications include a Certificat ESG-CA in sustainable investments from AZEK (2021), a Brevet fédéral en gestion de patrimoine (2019), and a Maturité fédérale + CFC in commercial studies from Collège Nicolas Bouvier (2001).
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PLEION Wealth Partners
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Wealth management has been our core expertise since 1980. Directly affiliated to FINMA, PLEION SA is one of the leading independent wealth managers in Switzerland. We develop tailor-made investment strategies for High-Net-Worth Individuals and institutional clients worldwide. Over the years, we have extended our professional expertise. Our strong identity, Swiss know-how and our approach to wealth management are thus transposed at international level through our various strategic partners. Our team of some forty specialists is attentive to your needs and ready to advise you on reliable financial products and solutions.