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Pleion SA
Pleion SA was founded in 1980 by Antoine Darioli. The firm later combined with Probus entities through mergers completed in 2022 and 2023, creating the current...
Pleion SA
Pleion SA was founded in 1980 by Antoine Darioli. The firm later combined with Probus entities through mergers completed in 2022 and 2023, creating the current Probus Pleion Holding SA structure. Georges de Preux established the original Probus Group whose family retains a shareholder position. The firm executes through a mix of private equity, private credit, real estate, fund-of-funds commitments and direct co-investments or SPVs. It also maintains exposure to commodities and maintains a stated focus on AgriTech & FoodTech. Geographic deployment covers Europe, North America, Asia and Africa. No specific portfolio company holdings appear in public records. The group employs professionals across its Swiss offices and operates the Pleion Foundation as a separate philanthropic vehicle. A 2023 merger expanded the holding company footprint. Patrick Héritier, formerly at Julius Baer, serves on the board of Banque Cantonale du Valais. Pleion maintains direct regulatory oversight by FINMA for collective asset management and holds membership in the Swiss Association of Asset Managers. This regulatory posture and the multi-entity holding structure distinguish its operating model from single-office family offices.
General information
Firm type
Multi Family Office
Year founded
1980
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Geneva, Switzerland
Additional offices
Sion · Nyon · Bern · Zurich · Lausanne · Verbier
Principals
Patrick Héritier
CEO and Managing Partner
Antoine Darioli
Founder and Managing Partner
Bernard Bonvin
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Pleion SA?
Patrick Héritier serves as CEO and Managing Partner. Antoine Darioli founded the firm and remains a Managing Partner and main shareholder of the holding company.
Is Pleion SA structured as a single family office or does it operate more like a multi-family platform?
Pleion operates as a multi-family office within the Probus Pleion Holding SA group and serves multiple high-net-worth clients.
Does Pleion SA participate in fund commitments or only direct deals?
The firm uses fund-of-funds commitments alongside direct co-investments and SPVs.
What investment stages does Pleion SA typically target?
Pleion targets buyout, growth and venture capital opportunities.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to a single family branch; the firm manages assets for multiple high-net-worth individuals.
Does Pleion SA maintain philanthropic structures, and how are they separated?
Pleion operates the Pleion Foundation as a distinct philanthropic entity.
What is Pleion SA's known posture on co-investments alongside external GPs?
The firm executes direct co-investments and SPVs in addition to fund commitments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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