PLEION Wealth Partners
After several years of experience in marketing, as an entrepreneur and in international consulting, Marc Wagner joined UBS in 1995, where he spent his banking career in different positions all the way to Managing Director. He was in charge of the Swiss tourism locations for UBS, was managing the European desks overseas and WMI Advisory & Sales Management. From 2008-2010 he was heading Segment and Sales Management for the whole Asia Pacific Region. After his return to Switzerland, he was building up different Russian UHNW (Ultra-High-Net-Worth) and HNW teams and managing Wealth Management Russia/CIS before he joined PLEION SA as Chairman.
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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.