Institutional Management
Institutional Management, a service offered by PLEION Wealth Partners.
Our expertise and strengths
- The management of our Pension Fund, which allows us to stay up to date with changes in the legal environment
- More than 30 years’ experience attending to the financial and administrative needs of pension funds
- Acting as discretionary managers
- A structured investment policy that can adapt to the specific needs of pension funds
- TopInvest, a long-standing and proven management tool in constant evolution, dedicated to the monitoring and management of large pension funds
Our target clients
- Small-sized pension funds, family or charitable foundations, companies with strong cash positions, or any type of non-corporate body constrained by the obligation to follow an index reference or benchmark-based management and who work only on the basis of a contractual remuneration
- Entrepreneurs, professionals, independent workers, having invested all their energy and savings in their enterprise and who have not planned for their retirement or who look for tax optimisation