Wealth Management

A service offered by PLEION Wealth Partners


One Wealth Management philosophy, three pillars


Tailored Solutions

Offering our clients unique investment capabilities through our discretionary and advisory mandates centred around their individual goals


Efficient and proactive in a changing environment and truly independent


Conviction based approach


Our Wealth Management philosophy

  • Understanding our clients and their risk tolerance is the basis of our relationship
  • Focused on helping our clients achieving their objectives
  • Proactive research of investments fitting our clients’ risk tolerance and return objective
  • Highly flexible and benchmark agnostic
  • Large investment universe, covering five asset classes
  • Permanent risk monitoring of our clients portfolios
  • Communication and partnership approach
  • Open architecture: truly independent
  • Focused on our strengths, in partnership with world-class experts


Managed portfolios

  • You define the Goals and the Asset Allocation, we manage it
  • Strategies available in CHF, EUR and USD (Other currencies only bespoke)
  • All managed portfolios may be tailored to your individual needs
  • Equity portfolio, only bespoke

Wealth Management - Managed portfolios


Advisory portfolios

  • We advise, you decide
  • Full decision power is in your hands at all time

Wealth Management - Advisory portfolios


Close access to industry experts

Unlock your company’s true potential; invest & live in business-friendly Mauritius

Click on the link of your interest:


Get in touch with our experts: