Bruegger Invest Limited is authorised and regulated by the Financial Conduct Authority (FCA) under Firm Reference Number 190436 to provide advisory and arranging investment services, with the restriction that we may control but not hold client money (see FCA Register). Through the Interactive Brokers (IBKR) Advisor Portal, we offer advisory and discretionary portfolio management for individual client accounts to eligible clients, as defined by the Swiss Financial Services Act (FinSA) and FCA Conduct of Business Sourcebook (COBS). Client funds are held in segregated accounts by a third-party broker (e.g., Interactive Brokers Switzerland for Swiss residents). While we are a Small Authorised UK AIFM, this is not applicable to our current offerings, which focus exclusively on individual portfolio management. For further regulatory details, see our Legal & Compliance page.
We provide advisory and discretionary portfolio management services through the IBKR Advisor Portal, tailored to eligible clients. Client funds are held in individual accounts with a third-party broker. Our services include managing Gold Reserve and Core Stability Growth accounts, focusing on wealth preservation and growth.
Clients must provide accurate information and confirm their status as eligible clients. You are responsible for reviewing account statements and notifying us of any discrepancies.
Investments carry risks, and past performance is not indicative of future results. Clients should seek independent financial advice before engaging our services.
These terms are governed by the laws of England and Wales. Disputes will be subject to the exclusive jurisdiction of the English courts.