Bruellan SA is a wealth management and asset management firm offering discretionary and advisory mandates, multi-family office services and a range of thematic investment funds. The company provides private client services, fund documentation and integrates ESG considerations into its investment process.
Global and personalised wealth management services, in a discretionary mandate or advisory, based on the analysis of the financial situation, objectives and risk profile.
Multi-Family Office
Global management and administration of private affairs on a specific mandate, including transfer of tax residence, mortgage advisory, succession planning, retirement planning, asset consolidation and business structuring.
Thematic funds
Thematic equity funds focused on the Swiss market, family-owned businesses and quality growth, offered in different structures and currencies.
Equity fund management
Management of Swiss, European and global equity funds, with high-conviction strategies and the Bruellan Dynamic and Protea-BAM funds.
Investment solutions for family-owned businesses
Equity funds dedicated to Swiss and European family-owned businesses, with long-term exposure and a growth and sustainability-oriented strategy.