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