Geneva-based independent wealth manager Bruellan, founded in 1991, is renewing its executive committee. The move is part of a long-planned succession.
Founders and main shareholders Antoine Spillmann and Jean-Paul Tissières are stepping back from operational management. They plan to focus on guiding the transition and looking after their clients.
Philippe Moser Takes the Helm
Philippe Moser, who also works as a wealth manager within the group, takes over as head of the executive committee. He joined Bruellan as a client adviser in 2020, became a partner in 2024 and rose to managing partner last year.
A new leadership team forms around him. Anick Baud takes charge of asset management, Jean-François Beth the private client business, Catherine Pulfer serves as chief operating officer, and Alfonso Esteve runs finance and accounting.
A Fresh Hand on Investments
Bruellan also appoints Malek Dahmani as chief investment officer. He joined the group from Lombard Odier nearly four years ago.
With the appointment, the group aims to strengthen its investment expertise and further expand its wealth management business.
By its own account, the firm is making the change from a position of strength. Bruellan points to solid results in 2025 and to the continued confidence of its clients.
In recent years, the wealth manager has expanded its presence in Switzerland, most recently with an office in Gstaad (finews reported, in German).
A Handover Years in the Making
Moser comments on the handover: «This step marks an important stage in Bruellan’s development. It reflects continuity, responsibility and succession, while giving the group the means to pursue its growth in a constantly changing environment.»
«A company’s stability also rests on its ability to prepare for succession. We are pleased that a new generation of leaders is gradually taking the helm and continuing Bruellan’s entrepreneurial adventure,» Spillmann and Tissières say.
Roots in Geneva, Reach Across Europe
Bruellan is an independent Swiss wealth manager for private and institutional clients, owned by its founders. The group employs more than 35 people and oversees nearly two billion Swiss francs (about 2.5 billion dollars) for private clients from Switzerland and Europe.
The firm has offices in Geneva, Crans-Montana, Martigny and Gstaad.
Three years ago, Bruellan stepped into the spotlight as part of the activist investor group NewGAMe, which opposed Liontrust’s takeover of fund house GAM (finews reported).