sharing your values is our strength, growing your … · education chartered financial analyst...
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Sharing your values is our strength,Growing your wealth is our business.
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INTRODUCING BRUELLAN1.
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Bruellan is a leading Swiss boutique investment firm founded in Geneva in 1991
Managing CHF 1.5 bn for private and institutional investors, including family offices
An independent, privately owned, with 30 employees
Bespoke wealth management and innovative fund management services
A strong Swiss heritage, headquarters in Geneva, offices in Verbier, Crans-Montana and Lausanne
Partnership, multidisciplinary approach, transparency, fast adaptability, prudence
OUR MISSIONTo defend our clients’ interests, protect
and enhance the value of their wealth.
ABOUT BRUELLAN
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Durable Bruellan has thrived for more than 25 years in the Wealth Management Industry.
Independent Bruellan is independent from banks or other financial institutions. The client can choose either to
remain with his/her existing bank or change to one of Bruellan’s preferred partner banks.
Experienced Bruellan’s employees are a dedicated team of seasoned professional investment managers with
vast international experience in the investment industry.
Effective Bruellan combines three aspects of wealth management:
- A high level of private banking services to our clients,
- Several diversified investment funds with good performance, and.
- High-value added family office services.
Efficient Bruellan’s network of custodian banks, brokers and the independent brokerage firm such as
Bondpartners provide best execution for client accounts.
Secure Bruellan is the first independent Wealth Manager to submit itself voluntarily to supervision by
FINMA (the Swiss Financial Regulatory Authority) in 2008
WHY BRUELLANA solid business model
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Bruellan SA
2, rue S.-Thalberg
CH-1201 Genève
Tel +41 22 817 18 55
Fax +41 22 817 18 44
C r a n s - M o n t a n a
Bruellan SA
Rue Centrale 50
CH-1201 Crans-Montana
Tel +41 27 486 24 24
Fax +41 27 486 24 44
Jean-Paul Tissières, Partner, Wealth [email protected]
OUR OFFICES
G e n è v eAntoine Spillmann, Partner, [email protected]
Philipp Leutwiler , [email protected]
Flavien de Muralt, Partner, Wealth [email protected]
Olivier Gilloz, , Wealth [email protected]
Alfonso Esteve, Wealth Manager [email protected]
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Jean-François Beth, Partner, Wealth Manager [email protected]
Serge Dorsaz, Director, Wealth Manager [email protected]
V e r b i e r
Bruellan SA
Rue du Petit-Chêne 18
CH-1003 Lausanne
Tel +41 21 345 80 20
Fax +41 21 345 80 21
Bruellan SA
Rue de Médran 16
CH-1936 Verbier
Tel +41 27 775 56 56
Fax +41 27 775 56 54
L a u s a n n eSteve Schöni, Family Office [email protected]
Rodolphe Corpataux, Client [email protected]
OUR OFFICES
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OUR BUSINESS2.
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OUR BUSINESSThree pillars of personalised high-value added services
Asset Management
Family Office
Services
Wealth Management
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Discretionary mandate with one of several classic risk profiles
Advisory mandates with risk profile specific to the client
Special attention to costs, negotiation of custody, brokerage & administrative fees
Over CHF 1 bn under management for private clients
The client can choose either to remain with his/her existing bank or change to one of Bruellan’s preferred partner banks
Partnership, multidisciplinary approach, transparency, fast adaptability, prudence
BRUELLAN WEALTH MANAGEMENT
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Managed by top professional teams with disciplined approach
Five geographically diversified Equity funds
One Global Fixed income fund and a CHF High-Yield fixed income certificate
Over CHF 400 million under fund management for private and institutional clients
Lipper and Morningstar awards for excellence
Special attention to costs, negotiation of custody, brokerage & administrative fees
BRUELLAN ASSET MANAGEMENTDiscipline and team spirit
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Analysis of personal, family, financial & fiscal considerations
Appropriate wealth structuring and management based on long-term objectives
Problem solving; identification of best experts in legal, insurance, fiscal & estate-planning
Real estate services including search for best mortgage
Swiss Relocation advice
Household Management; fast and efficient administration service
We make every decision based on the best interest of the client in order to build a relationship of mutual trust and confidence.
FAMILY OFFICE SERVICESPartnership with a common goal
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RELATIONSHIP BETWEEN OUR CLIENTS, BRUELLAN AND THE BANK
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INDEPENDENCE
BRUELLAN TEAM3.
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Jean-Paul TissièresPartner
Antoine SpillmannPartner, CEO
Our partners are owners
Our partners are managers
Independence
Continuity and stability
BRUELLAN PARTNERS
Jean-François BethPartner
Flavien de MuraltPartner
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Flavien de MuraltPartner, Wealth Manager
Serge Dorsaz Director, Wealth Manager
WEALTH MANAGEMENT TEAM
Olivier GillozWealth Manager
Alfonso EsteveWealth Manager
Jean-Paul TissièresPartner, Wealth Manager
Jean-François BethPartner, Wealth Manager
CRANS-MONTANA
VERBIERGENEVA
Philipp Leutwiler C.O.O
Antoine SpillmannPartner, CEO
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ASSET MANAGEMENT TEAM
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FLORIAN MARINI, CIO & FUND MANAGER
16 years of market and investment experience
Investment Experience
2014 to date Bruellan Wealth Management – CIO & Fund Manager2000 to 2014 Lombard Odier Asset Management (Switzerland) SA, Fund and Portfolio Manager –
Global Equities, European Equities
Education Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA), DAS in Commodity Trading, Master in Finance
Contact +41 22 817 18 [email protected]
INVESTMENT MANAGEMENT TEAM
YVAN MENCATTINI , FIXED INCOME FUND MANAGER
27 years of market and investment experience
Investment Experience
2017 to date Bruellan Wealth Management – Fixed Income Fund Manager2005 to 2016 Lombard Odier Asset Management (Switzerland) SA, Fixed income Fund Manager2001 to 2004 ABN AMRO NV, Fixed income Sales1998 to 2000 Providentia, deputy head of CIO1987 to 1998 UBS, Fixed Income Propietary Trader
Education Certified International Investment Analyst (CIIA)
Contact +41 22 817 18 [email protected]
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ANTTI TILKANEN, FUND MANAGER
11 years of market and investment experience
Investment Experience
2014 to date Bruellan Wealth Management – Fund Manager2008 to 2014 Sifter Group, Portfolio Manager – Global Equity
Education Master of Economics, University of Turku, Finland
Contact +41 22 817 18 [email protected]
PETTERI PIHLAJA, FUND MANAGER
11 years of market and investment experience
Investment Experience
2014 to date Wealth Management – Fund Manager2008 to 2014 Sifter Group, Portfolio Manager – Global Equity
Education Master in BA (Finance), Lappeenranta University of Tech, Finland
Contact +41 22 817 18 [email protected]
INVESTMENT MANAGEMENT TEAM
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Antoine Spillmann is CEO and executive partner of Bruellan S.A.,based in Geneva. He was Vice President of the Swiss Association ofAsset Managers (SAAM) for 5 years, and he is a member of severalcorporate boards, including that of ArcelorMittal until 2016. He isalso co-founder of Swiss Respect, an association created to protectthe Swiss financial and legal system.
Prior to taking over Bruellan, he worked for leading investmentbanks in London from 1986 to 2000. Mr. Spillmann studied inSwitzerland and London, receiving diplomas from the LondonBusiness School in Investment Management and Corporate Finance.
Jean-Paul Tissières is the head of Asset Management and is anexecutive partner of Bruellan S.A., based in Crans-Montana. He isco-founder of Swiss Respect, with Antoine Spillmann.
Mr. Tissières began his career at leading banks in Switzerland suchas UBS, United Overseas Bank and Guyerzeller Bank. He thenworked for 14 years for Lombard Odier & Cie as a portfoliomanager with private clients before taking over Bruellan S.A. in2001.
BRUELLAN – PRINCIPAL PARTNERS
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Bruellan’s analyst teams manage five long-only equity funds in different geographical areas.
Our experienced teams use two highly disciplined investment approaches:
Flexible Beta: combines detailed analysis of momentum, valuation and market behavior
Fundamental Value: identifies equities with long-term growth prospects at attractive valuations
BRUELLAN FUNDS
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Disclaimer
This publication is for private circulation and information purposes only and does not constitute a personal recommendation orinvestment advice or an offer to buy/sell or an invitation to buy/sell securities in any fund referred to. The information and anyopinions have been obtained from or are based on sources believed to be reliable but accuracy cannot be guaranteed. Noresponsibility can be accepted for any consequential loss arising from the use of this information.
The information is expressed at its date and is issued only to and directed only at those individuals who are permitted to receivesuch information in accordance with local regulations. In some countries the distribution of this publication may be restricted: itis your responsibility to find out what those restrictions are and observe them. Bruellan SA cannot be liable for a breach of suchrestrictions. Please always refer to the Fund's prospectus. Bruellan SA is FINMA regulated.
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