HISTORY AND VALUES
Bruellan is a fully independent wealth management company founded in Geneva in 1991. We have an extensive network of custodians and we are able, completely independently, to faithfully guide our clients towards the bank that best meets their needs.In order to be in close proximity to our clients we have offices in Geneva, Lausanne, Crans-Montana and Verbier. The company is boutique-sized and employs over 25 trained professionals, allowing our clients to benefit from a wide range of skills.
Bruellan SA’s Presentation Brochure
Our clients benefit from our first-rate service and availability, within a cohesive and innovative team. Our multi-disciplinary approach is combined with proven expertise. The client’s needs are our priority. We use internal and external know-how and avoid conflicts of interest by working in a fully independent capacity.We have extensive experience in personalised wealth management and in Family Office services.Our size and structure promote dynamism, flexibility and a fast and efficient decision-making process. We are one of the rare Swiss wealth managers to have voluntarily submitted to monitoring by FINMA (Swiss Financial Market Supervisory Authority). Regulation of our profession is a positive development for our business and a guarantee of durability for our clients. Due to our own management team comprised of highly experienced professionals, Bruellan investment funds offer our clients wide coverage of the markets, active management and high quality performance.
CLIENTS, BRUELLAN & THE BANK
We look upon every client relationship at Bruellan as a partnership built on discretion and mutual trust. This is reflected in the importance we attach to a continuous and meaningful dialogue between the client and one or more managing partners.