With roots in Switzerland’s storied financial tradition and a strategic presence in Brussels, Pleney Finance was founded to serve families who expect more than conventional wealth management. We exist for those who seek independent counsel, rigorous analysis and solutions that anticipate the challenges of global wealth.
We are not bankers, nor do we sell financial products. We are architects of enduring family capital, operating exclusively as a multi-family office. Our independence is absolute: no hidden incentives, no proprietary products, no conflicts – only clear, objective advice shaped entirely by your family’s priorities.
Our partners are veterans of Europe’s most respected private banks, law firms and investment boutiques.With decades of experience supporting families in cross-border structuring, succession planning, and complex asset management, they combine Swiss rigour with European expertise. Our Brussels team ensures seamless support for families with international interests.
We answer only to our clients. Every mandate is bespoke, every recommendation unclouded by outside interests.
We challenge assumptions and stress-test every strategy. Our investment committee is relentless in its pursuit of risk-adjusted returns.
We operate quietly, with the highest standards of confidentiality. Our clients’ privacy is sacrosanct.
We think beyond immediate results. Our approach is long-term: preserving family capital, values and unity over several generations.
Our process begins with a deep dive into your family’s priorities, aspirations and governance structures. We engage directly with principals and next-generation members, ensuring alignment and clarity from the outset.
We comprehensively review your global assets, legal structures and risk exposures. This diagnostic phase uncovers blind spots and opportunities that standard advisors often miss.
No two families are alike. We design tailored strategies, integrating investment, tax, inheritance and philanthropy, to ensure sustainable performance and adaptability to economic, legal and family changes.
Working closely with our network of partners, our in-house specialists coordinate every aspect – from portfolio implementation to cross-border compliance – offering personalised support and advice for families throughout.
At the heart of Swiss private wealth, providing access to world-class financial infrastructure and regulatory stability.
Your gateway to the European Union, ideal for families with multinational interests or cross-border holdings.