Bruellan

Overview

Bruellan was created in Geneva in 1991 and taken over in 2001 by Antoine Spillmann and Jean-Paul Tissières; it states it was FINMA-authorised in 2008. It offers discretionary wealth management, a multi-family office department handling clients' private affairs, and since 2015 an asset management unit running thematic equity funds on Swiss, family-owned and quality-growth companies. It reports five offices and 45 employees.

Investment thesis

Thematic funds built on long-term convictions: the resilience of Swiss companies, the durability and innovation of family-owned businesses, and quality growth stocks.

Holdings & investments

INVESTMENT ARMS & VEHICLES

• Bruellan Asset Management (BAM) funds
  Thematic equity funds: Bruellan Dynamic – Swiss Equities; Protea – BAM Swiss Equities, Swiss Family Enterprises, European Family Enterprises and Global Equities

People

• Ali Jaafar
  Head of Portfolio Management · source
• Malek Dahmani
  Chief Investment Officer · source
• Philippe Moser
  Managing Partner, President of the Executive Committee · source
• Jean-François Beth
  Managing Partner, Private Clients · source
• Alfonso Esteve
  Managing Partner, CFO · source
• Catherine Pulfer
  COO · source
• Anick Baud
  Head of Fund Management · source
• Cyril Marini
  Head of Advisory · source
• Antoine Spillmann
  Founding Partner · source
• Jean-Paul Tissières
  Founding Partner · source
• Christian Zanella
  Chairman of the Board · source
• Marc-André Ballestraz
  Vice-Chairman of the Board · source
• Anne Hornung-Soukup
  Board member · source
• William Sanchez
  Board member · source

Frequently asked questions