What if you came across a wealth management company that was much more than just that? Tradition, innovation and performance are the pillars of Bruellan and all our activities. Founded in 1991 as a boutique company, Bruellan has grown to have a team of 45 highly skilled and committed professionals. 

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.  Steeped in innovation, with a wish to generate valuable inputs and fresh ideas, we also give opportunities to young graduates on an annual basis. 

For the company, this dynamic quality is one that goes hand in hand with transparency and integrity. We therefore opted to become one of the first Swiss wealth managers to submit itself voluntarily to supervision by  FINMA (Swiss Financial Market Supervisory Authority) in 2008.

Located in Geneva, Lausanne, Crans-Montana, Verbier and Gstaad, we assist our clients every step of the way to provide highly personalised management and family office services. We believe that our unique philosophy will allow us to keep close proximity with the needs and values of a new generation of investors.

Bruellan Group

Jean-François Beth

This department focuses on building and maintaining relationships with clients to ensure satisfaction and loyalty.

Relationship Management

This department focuses on managing and optimizing financial assets and investments for clients.

Asset Management

This department specializes in providing strategic advisory services and managing asset portfolios across various investment sectors.

Advisory and Asset Management

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department handles legal matters and ensures compliance with regulations and policies.

Bruellan Group

Org chart

Teams

Relationship Management

Asset Management

Advisory and Asset Management

Executive Leadership

Legal and Compliance

Offices

Bruellan Group

Org chart

Teams

Relationship Management

Asset Management

Advisory and Asset Management

Executive Leadership

Legal and Compliance

Offices

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