Bruellan S.A.

Overview

Bruellan S.A. is an independent Swiss wealth manager with five offices and 45 employees. Its current services include personalised wealth management, asset management and multi-family office support.²

History

Bruellan was established in Geneva in 1991. Antoine Spillmann and Jean-Paul Tissières took over the firm in 2001. Bruellan says it received FINMA approval as an independent asset manager in 2008, while FINMA materials list Bruellan SA as a manager of collective assets.¹

The firm launched its Asset Management division in 2015 to offer thematic funds to internal and external clients.¹

Timeline

1. 1991Bruellan was established in Geneva in 1991.
2. 2001Antoine Spillmann and Jean-Paul Tissières took over the firm in 2001.
3. 2008Bruellan says it received FINMA approval as an independent asset manager in 2008, while FINMA materials list Bruellan SA as a manager of collective assets.
4. 2015The firm launched its Asset Management division in 2015 to offer thematic funds to internal and external clients.

Leadership

Philippe Moser is Managing Partner and President. Jean-François Beth is Managing Partner, Alfonso Esteve is Managing Partner and CFO, and Antoine Spillmann and Jean-Paul Tissières are Founding Partners.⁶

Anick Baud is Head of Fund Management and Fund Manager, Ali Jaafar is Head of Portfolio Management, and Cyril Marini is Head of Advisory.⁷

Services

Bruellan provides wealth management through discretionary or advisory mandates. Its process includes analysis of each client’s financial situation, objectives and risk tolerance.⁸

Its multi-family office services include private-affairs administration, tax-residence transfers, mortgage advice, estate planning, pension planning and consolidation of assets held with different custodian banks.⁹

The Asset Management division offers Swiss-market, family-business and quality-and-growth investment strategies.¹⁰

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Administration and bill pay

Client focus

Bruellan describes its clientele as international and says its Swiss entity provides comprehensive, personalised wealth management.²

Approach

Bruellan says its investment approach emphasises long-term thematic investing, with attention to Swiss companies, family businesses and growth companies developing innovative business models.¹⁰

Its listed funds include Bruellan Dynamic, Swiss Equities, Protea, BAM Swiss Equities, Protea, BAM Swiss Family Enterprises, Protea, BAM European Family Enterprises and Protea, BAM Global Equities.¹¹

As of 24 March 2026, the firm reported total assets of 34.6 million for Bruellan Dynamic, Swiss Equities, 27.2 million for Protea, BAM Swiss Equities, 49.9 million for Protea, BAM Swiss Family Enterprises, 67.9 million for Protea, BAM European Family Enterprises and 55.1 million for Protea, BAM Global Equities.¹²

FAQs

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Sources

1. Bruellan, About Us
2. Bruellan
3. Bruellan, About Us
4. FINMA authorised institutions
5. Bruellan, About Us
6. Bruellan, Our Team
7. Bruellan, Our Team
8. Bruellan, Private Clients
9. Bruellan, Private Clients
10. Bruellan, Asset Management
11. Bruellan, Asset Management
12. Bruellan, Asset Management

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.