OUR BUSINESS

OUR BUSINESS

“Tradition, innovation and performance are the pillars of Bruellan and all our activities.”

OUR BUSINESS

“Founded in 1991 as a boutique company, Bruellan has grown to have a team of 25 highly skilled and committed professionals. ”

OUR BUSINESS

“We pride ourselves in being different by operating in a wide range of markets with the aim to anticipate change and adapt to a world that is undergoing constant change. ”

OUR BUSINESS

“We believe that our unique philosophy will allow us to keep close proximity with the needs and values of a new generation of investors.”

WEALTH MANAGEMENT

While every portfolio is tailored to suit the client personal profile and individual needs, there is much more to global wealth management than looking after a client’s portfolio. We are able to offer a broad spectrum of personalised high-value-added services which meet all the expectations of our clients. We consider our service concept to be «relational alchemy».

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ANTOINE SPILLMANN

“For Bruellan, integrity and personal relationships with its clients remain the core aspects of the profession. To that must be added real performance, especially when it comes to new generations of investors and pension funds.”

BRIEFCASE

YEARS OF EXPERIENCE

OFFICES

EMPLOYEES

Global management, Swiss competence.

SELECT THE FUND YOU WANT INFORMATION ON
· FIXED INCOME FUNDS
Protea Fund BAM Global Bonds – EUR EUR
Protea Fund BAM Global Bonds – CHF CHF
Protea Fund BAM Global Bonds – USD USD
· EQUITY FUNDS
Protea Fund BAM Asia Pacific Equities Ex Japan USD
Protea Fund BAM US Equities USD
Protea Fund BAM European Equities EUR
Bruellan Dynamic Fund Swiss Equities CHF
Bruellan Dynamic Fund Tactical EUR

DESCRIPTION

The BAM Asia-Pacific Equities Ex Japan is an actively managed UCITS IV equities fund under Luxembourg law. The fund invests primarily in Asian equities (excluding Japan) or companies that carry out the majority of their economic activity in the Asia-Pacific countries (excluding Japan). The fund’s objective is to achieve the highest possible performance on both a relative (in relation to the MSCI TR Net AC Asia Pacific Ex Japan USD) and absolute basis over the medium to long-term horizon in order to be able to navigate its way through all market conditions. The fund is suited to investors looking for an actively managed portfolio, which invests in high conviction securities in the Asia-Pacific region, identified using a rigorous investment process. The strategy is based on the fundamental value approach with a minimum speculation quantity, in order to obtain a stable and predictable return on investment with low operational risk. The reference currency of the compartment is USD.

DESCRIPTION

The BAM US Equities fund is an actively managed UCITS IV equities fund under Luxembourg law. The fund invests primarily in American equities or companies that carry out the majority of their economic activities in the United States. The fund’s objective is to achieve the highest possible performance on both a relative (in relation to the S&P 500 Net Total Return Index) and absolute basis over the medium to long-term horizon in order to be able to navigate its way through all market conditions. The fund is suited to investors looking for an actively managed portfolio, which invests in high conviction securities in the United States, identified using a rigorous investment process. The strategy is based on the fundamental value approach with a minimum speculation quantity, in order to obtain a stable and predictable return on investment with low operational risk. The reference currency of the compartment is USD.

DESCRIPTION

The BAM European Equities fund is an actively managed UCITS IV equities fund under Luxembourg law. The fund invests primarily in European equities (UK included) or companies that carry out the majority of their economic activities in Europe. The fund’s objective is to achieve the highest possible performance on both a relative (in relation to the Stoxx Europe 600) and absolute basis over the medium to long-term horizon in order to be able to navigate its way through all market conditions. The investment process is innovative and the aim is to remove any behavioural bias. It rigorously follows an approach beginning with quantitative screening, followed by an in-depth analysis of investment opportunity fundamentals. Flexibility is the central element of the investment process. The approach allows for investment in a very wide investment universe, construction of a high conviction portfolio, and the fund’s market exposure to be adjusted to the environment. (Beta flexible) The reference currency of the compartment is EUR.

DESCRIPTION

The Bruellan Dynamic Fund – Swiss Equities is an actively managed investment fund under Swiss law. The fund invests primarily in Swiss equities or companies that carry out the majority of their economic activities in Switzerland. The fund’s objective is to achieve the highest possible performance on both a relative (in relation to the Swiss Performance Index) and absolute basis over the medium to long-term horizon in order to be able to navigate its way through all market conditions. The investment process is innovative and the aim is to remove any behavioural bias. It rigorously follows an approach beginning with quantitative screening, followed by an in-depth analysis of investment opportunity fundamentals. Flexibility is the central element of the investment process. The approach allows for investment in a very wide investment universe, construction of a high conviction portfolio, and the fund’s market exposure to be adjusted to the environment. (Beta flexible) The reference currency of the compartment is CHF

DESCRIPTION

The Bruellan Dynamic Fund – Tactical is an actively managed investment fund under Swiss law. The fund invests in global equity markets without geographical or sectoral constraints. The fund’s objective is to achieve highest possible performance on both a relative (in relation to the MSCI AC World Index Daily Net TR) and absolute basis over the medium to long-term horizon in order to be able to navigate its way through all market conditions. The fund is suited to investors looking for an actively managed portfolio, which invests in high conviction securities, identified using a rigorous investment process. The strategy is based on the fundamental value approach with a minimum speculation quantity, in order to obtain a stable and predictable return on investment with low operational risk. The reference currency of the compartment is EUR.

DESCRIPTION

The BAM Global Bonds is an actively managed UCITS IV bond fund under Luxembourg law, aimed at capturing all opportunities across the fixed income universe denominated in any currency. To achieve this, the Compartment will mainly invest in worldwide debt securities (including convertible bonds of any type) issued by corporate or sovereign issuers. The investment process rigorously follows an approach beginning with quantitative screening based on asset valuation and risk, followed by an in-depth analysis of investment opportunity fundamentals, focusing on above-average yields with very low credit risk. The reference currency of the compartment is EUR with sub-share classes in USD and CHF available.

DESCRIPTION

The BAM Global Bonds is an actively managed UCITS IV bond fund under Luxembourg law, aimed at capturing all opportunities across the fixed income universe denominated in any currency. To achieve this, the Compartment will mainly invest in worldwide debt securities (including convertible bonds of any type) issued by corporate or sovereign issuers.

The investment process rigorously follows an approach beginning with quantitative screening based on asset valuation and risk, followed by an in-depth analysis of investment opportunity fundamentals, focusing on above-average yields with very low credit risk.

The reference currency of the compartment is EUR with sub-share classes in USD and CHF available.

DESCRIPTION

The BAM Global Bonds is an actively managed UCITS IV bond fund under Luxembourg law, aimed at capturing all opportunities across the fixed income universe denominated in any currency. To achieve this, the Compartment will mainly invest in worldwide debt securities (including convertible bonds of any type) issued by corporate or sovereign issuers. The investment process rigorously follows an approach beginning with quantitative screening based on asset valuation and risk, followed by an in-depth analysis of investment opportunity fundamentals, focusing on above-average yields with very low credit risk. The reference currency of the compartment is EUR with sub-share classes in USD and CHF available.

OUR SERVICES

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.

LEGACY PLANNING

 

 

We contribute to the financial well-being and longevity of multi-generational business families by providing specific solutions.

HOUSEHOLD MANAGEMENT
We handle clients’ day-to-day household management from employees to invoice settlement.

REAL ESTATE
Through our expertise, we advise clients who are in the process of purchasing or selling major properties.

TAX PLANNING
We help our clients to organise their financial situation, in order to ensure the maximum tax efficiency possible.

BUSINESS STRUCTURING

 

We advise clients on every step of their business development, whether their business is at its starting point, currently growing or is ready to be sold.

 

ESTABLISH SWISS RESIDENCE

 

We provide specific information on how to establishing residence in Switzerland and we resolve any practical issues that may arise.

Strategic Philanthropy
We are committed to philanthropy through Bruellan’s activities such as sponsorship and charitable events.