PLEION Wealth Partners
Patrick Héritier started his banking career in 1997 with SBC / UBS, where he held different positions as Executive, before becoming Head of Private Banking Chablais. In 2007, he joins Julius Baer as Managing Director, where he opens and develops the Verbier’s branch of the firm. In 2013, he becomes a member of Julius Baer’s Swiss Executive Committee and is given the management and of the branch in Bern and soon later the Region Central & Eastern Switzerland.
In addition to his airline and fighter pilot training, Patrick holds an Executive MBA (EMBA) from Rochester-Bern Universities, and completed his Advanced Management Program at INSEAD Singapore. He holds a CAS as board member from Bern University.
In 2017, Patrick joins PLEION as CEO and becomes a Member of the Board of Directors in 2018.
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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.