Manage Client Wealth with Confidence

Let Us Handle Discretionary Management — or Self-Manage on Our Secure Global Cloud-Based Platform - under your or our license

Core Stability Growth AMC – Open to Subscription

Our Services for Professional Investors and Advisors

Bruegger Invest provides FCA-regulated investment solutions for professional advisors, family offices, and sophisticated private investors globally.

We empower you to preserve and grow client wealth in two flexible ways:

Bruegger Invest Global cloud-based Platform

We empower you to preserve and grow client wealth in two flexible ways:

Let us manage your client monies — Fully discretionary, actively managed portfolios under our FCA license, delivering pure alpha through resilient strategies focused on capital preservation, inflation/systemic risk protection, and superior risk-adjusted returns. Global, cloud-based accessibility from any device
Self-manage your client monies on our secure Bruegger Invest Global Platform — A cloud-based, real-time system giving you independent control and oversight. Operate under your own license or under ours via the Appointed Representative or the BFSA.

Our core strategies — available as managed accounts (cash or margin) or Actively Managed Certificates (AMCs) with daily liquidity and transparency — include:

Core Reserve:Pure capital preservation via tangible, hard-money assets (low risk; structural hedge against inflation/debasement).
Core Stability Growth:Flagship diversified approach: permanent hard-asset allocation + resilient compounders and emerging growth leaders (low to moderate risk; balanced regime-resilient compounding).
Stability Growth:Equity-only for cycle-resilient alpha and long-term growth (moderate risk).

The Global Platform delivers:

Anytime, anywhere access from any device
Real-time positions, performance tracking, and trade execution
Full transparency, robust security, and compliance tools
Seamless integration for AR advisors managing client portfolios independently

Whether you prefer hands-off delegation or empowered self-management, our solutions combine timeless stability with high-conviction opportunity.

Interested in partnering? Contact us for a confidential discussion or personalised platform demo.