Updated
Updated · finews.com · Jun 30
Bruellan Names Philippe Moser to Lead $2.5 Billion Wealth Manager as Founders Step Back
Updated
Updated · finews.com · Jun 30

Bruellan Names Philippe Moser to Lead $2.5 Billion Wealth Manager as Founders Step Back

1 articles · Updated · finews.com · Jun 30

Summary

  • Philippe Moser will head Bruellan’s executive committee under a long-planned succession, while founders Antoine Spillmann and Jean-Paul Tissières withdraw from day-to-day management to oversee the transition and keep serving clients.
  • Malek Dahmani was also appointed chief investment officer as the Geneva-based firm reshapes leadership to deepen investment expertise and expand its wealth-management business.
  • Moser joined Bruellan in 2020, became a partner in 2024 and managing partner in 2025; the new team also puts Anick Baud over asset management, Jean-François Beth over private clients, Catherine Pulfer as COO and Alfonso Esteve over finance.
  • Bruellan said it is making the handover from a position of strength after solid 2025 results and continued client confidence, with the firm recently adding a Gstaad office.
  • Founded in 1991, Bruellan employs more than 35 people and manages nearly 2 billion Swiss francs for Swiss and European private clients from offices in Geneva, Crans-Montana, Martigny and Gstaad.

Insights

How will Bruellan's new CIO pivot its investment strategy to outmaneuver rivals in Switzerland's consolidating wealth market?
As half of leadership transitions fail, can Bruellan's new team secure founder-level trust amid a massive generational wealth shift?