PLEION Wealth Partners
Graziella Leone Di Felice has extensive experience in the field of Compliance and Trust Administration. Graziella has held roles such as Compliance Officer, Senior Trust Officer, and Trust Officer at various companies. With a background in accounting and a strong understanding of legal and regulatory requirements, Graziella has successfully managed accounts, conducted KYC checks, and supported compliance projects. Graziella's educational background includes certifications in International Trust & Estates, Private Foundations, and Common Reporting Standards. Overall, Graziella is a highly skilled professional in the finance industry.
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.