Private clients

Excellence and independence
in global wealth management

Private clients

Bruellan, with its strong presence in Switzerland, provides global and bespoke wealth management services to an international clientele. Our independence precludes all conflicts of interest, enabling dynamic and transparent management focused on our clients’ needs.

As part of our discretionary or advisory management mandate, we bring to you personalised expertise or a collaborative approach to optimise the management of your assets.

Starting with a rigourous and detailed analysis of your financial situation, aspirations and risk tolerance, we are committed to fully understanding your wealth needs.

This understanding enables us to provide you with a highly personalised, tax-efficient wealth management service.

On the basis of a specific mandate, our Multi-Family Office division takes care of the management and overall administration of your private affairs.
Our Family Office services include:

  • Transfer of tax residence
  • Mortgage negotiations and advice
  • Estate planning
  • Pension planning
  • Consolidation of assets held at various custodian banks
  • Consolidation of assets held at various custodian banks

Single point of contact for a tripartite solution

Our custodian banks

Free choice among our custodian banks
means that we can guarantee a top-quality service tailored to our clients’ needs.