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.
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.
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.
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 six geographically diversified equity funds as well as a global fixed income fund.
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 GAMA Global Short-Dated Opportunities is a Luxembourg-registered open-ended fund that brings a solution to investors seeking an alternative to cash. Invested in short-maturity instruments, it offers daily liquidity and higher returns than money market funds without embracing the full risks associated with long-maturity bonds. The investment process targets a return of 2% above cash with a conservative level of risk (2%-3% annual realised volatility) through diversification and rigorous risk management. The fund’s main source of return is expected to be its credit exposure. Interest rate risk is kept low at all times (allowed duration range of 0-3). All currency exposures are hedged in the currency of the share class. The fund combines holdings of short-term high yielding bonds with credit default swaps (CDS) indices backed by top-rated government bills (e.g. US Treasury Bills, German Bubills). This provides a broad diversification across issuers. Our experienced investment team follows a rigorous investment process to generate active returns and mitigate downside risks. It aims to seize the opportunities that exist at the short end of the yield curve and generate additional returns over time through active management of the holdings.
The GAMA Global Short-Dated Opportunities is a Luxembourg-registered open-ended fund that brings a solution to investors seeking an alternative to cash. Invested in short-maturity instruments, it offers daily liquidity and higher returns than money market funds without embracing the full risks associated with long-maturity bonds. The investment process targets a return of 2% above cash with a conservative level of risk (2%-3% annual realised volatility) through diversification and rigorous risk management. The fund’s main source of return is expected to be its credit exposure. Interest rate risk is kept low at all times (allowed duration range of 0-3). All currency exposures are hedged in the currency of the share class. The fund combines holdings of short-term high yielding bonds with credit default swaps (CDS) indices backed by top-rated government bills (e.g. US Treasury Bills, German Bubills). This provides a broad diversification across issuers. Our experienced investment team follows a rigorous investment process to generate active returns and mitigate downside risks. It aims to seize the opportunities that exist at the short end of the yield curve and generate additional returns over time through active management of the holdings.
The GAMA Global Short-Dated Opportunities is a Luxembourg-registered open-ended fund that brings a solution to investors seeking an alternative to cash. Invested in short-maturity instruments, it offers daily liquidity and higher returns than money market funds without embracing the full risks associated with long-maturity bonds. The investment process targets a return of 2% above cash with a conservative level of risk (2%-3% annual realised volatility) through diversification and rigorous risk management. The fund’s main source of return is expected to be its credit exposure. Interest rate risk is kept low at all times (allowed duration range of 0-3). All currency exposures are hedged in the currency of the share class. The fund combines holdings of short-term high yielding bonds with credit default swaps (CDS) indices backed by top-rated government bills (e.g. US Treasury Bills, German Bubills). This provides a broad diversification across issuers. Our experienced investment team follows a rigorous investment process to generate active returns and mitigate downside risks. It aims to seize the opportunities that exist at the short end of the yield curve and generate additional returns over time through active management of the holdings.
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.
To achieve capital appreciation on an absolute and relative basis over the medium to long-term horizon through investment in Swiss equity markets in a concentrated but diversified portfolio, with high liquidity.
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 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.
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.
We offer specific solutions to promote the harmonious sustainability of our clients’ family and multigenerational businesses.
We carry out our clients’ daily family administration in all its aspects, from the supervision of employees to invoice settlement.
We help our clients organise their financial planning and advise them on appropriate tax optimisation.
We support our clients at every stage of their business development: in its creation, its growth, then its eventual sale.
We assist our clients in their administrative and financial procedures and solve for them inherent practical difficulties related to this type of process.
Sirkay, the real estate arm of our group, has a long experience to provide you with sound advice and high quality valuations.
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.