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Sharing your values is our strength, growing your global wealth is our business.

Sharing your values is our strength, growing your global wealth is our business.

Wealth Management

Bruellan realises global, fully customised wealth management with a broad spectrum of personalised services. We determine your risk profile and develop an investment strategy that matches your goals and objectives, while taking into account your individual and professional needs. 

We identify the best opportunities within each asset class and we monitor your asset allocation in real time as market cycles evolve. We offer you two types of mandates; discretionary and advisory, and offer proven statistical and quantitative systems.

The methodological added value of Bruellan

Investment logic: you will receive a fully personalised asset investment and allocation plan, and our oversight committee verifies its suitability for the goals you have set.

  • Continuous monitoring: we examine technological, geopolitical, and legal factors of influence on a daily basis to protect your assets and to anticipate investment potential.
  • Open architecture: one of our key strengths, an open architecture allows us to detect market trends and select the best investments, independent of all influence.
  • Consistency: we systematically audit for risks of conflicts of interests and take into account the specific features of your assets.

Asset Management

Our investment products provide opportune diversification thanks to their broad coverage of markets, active management and a performance recognised by Morningstar. Managed by a dedicated team with a disciplined approach, Bruellan offers five geographically diversified equity funds as well as a global fixed income fund.

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

Funds details

Documentation

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.

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.

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.

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.

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.

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.

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

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.

Multi-Family Office

Our Multi-Family Office department manages and administers your assets on the basis of a specific mandate. Wealth management and the Multi-Family Office are two generally separate activities; however, we can centralise them on demand.

We offer concierge and life management services, private and professional, residences, staff and vehicles. We coordinate the monitoring of administrative and operational tasks to optimise your schedule.

Bruellan distinguishes itself by taking charge of “hard assets”, such as art, real estate or antique vehicles. Today, they hold a significant place in personal assets and can generate sizeable capital gains. Our experience in these fields, coupled with our partner’s network, allow us to offer you shrewd advice in this area. With our cutting-edge IT infrastructure, we can add these asset classes to a consolidated asset position. Hence, you will be able to see how your overall holdings are performing at all times.

Legacy planning

We offer specific solutions to promote the harmonious sustainability of our clients’ family and multigenerational businesses.

Household management

We carry out our clients’ daily family administration in all its aspects, from the supervision of employees to invoice settlement.

Tax planning

We help our clients organise their financial planning and advise them on appropriate tax optimisation.

Company structuring

We support our clients at every stage of their business development: in its creation, its growth, then its eventual sale.

Establish residence

We assist our clients in their administrative and financial procedures and solve for them inherent practical difficulties related to this type of process.

Real estate

Sirkay, the real estate arm of our group, has a long experience to provide you with sound advice and high quality valuations.

Real Estate Services

Sirkay, the real estate arm of our group, advises you in the building management for residential, operating and yield property investments. We are committed to provide top-quality services, privilege dialogue, exchange and transparency in our managerial approach. We implement the solutions we offer based on our clients’ needs.

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