PLEION Wealth Partners
Kim Muller began their career in 1987 as a trainee at Union Bank of Switzerland. Kim quickly rose through the ranks, becoming a junior employee and then a fixed income and equity trader at the Swiss Exchange. In 1996, they left Union Bank of Switzerland to join Socitété Mandataire S.A. as a financial analyst and portfolio manager. Kim remained with Socitété Mandataire S.A. until 1998 when they joined FATS S.A. as Directeur. Kim stayed with FATS S.A. until 2001 when they accepted their current position as CIO at PLEION Wealth Partners. Kim Muller is an experienced financial professional with a proven track record of success in both the private and public sectors.
Their manager is Patrick Héritier, CEO. They work with Patrick Humbert - Chief Risk Officer, Florence Tsetsis - Head of Accounting, and Mark Staudenmann - Head of Asia Pacific & Wealth Manager.
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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.