Your success is our goal!

Brütsch Wealth Management AG

Brütsch Wealth Management AG was founded in 2016 and is an independent Swiss wealth management company based in Unterägeri / Zug, Switzerland. Zug is a very popular location for globally active companies, close to top Swiss sights such as Lake Lucerne, Titlis and Rigi.

The financial markets have been pretty rough over the last 15 years and it is becoming increasingly difficult to achieve sustainable performance. In such an environment, it is important that you have specialists who only look after your interests. At Brütsch Wealth Management AG, we listen to our valued clients and work with them to develop a strategy that takes their financial needs into account.

Do the right thing – at the right time.


We are your specialist for your assets!


Brütsch Wealth Management AG is your partner for wealth and real estate. Our customers are always at the center of everything we do. Benefit from our many years of experience and get to know us as an independent and honest partner.

Your assets deserve a long-term, stable and conflict-free partnership. As an independent financial services provider, we assume your asset management mandate with limited power of attorney (management mandate) and make investments on your behalf within the agreed investment framework.

We are modern, dynamic and independent of banks. With us, you benefit from pre-negotiated conditions with regard to custody account fees, brokerage fees and flat fees.

Stefan Brütsch

Owner, CEO

Stefan spent his entire career at an established Swiss bank before founding Brütsch Wealth Management AG in 2016. After several training courses in private banking and business banking, including periods in St. Gallen, Zurich and London, Stefan worked for many years in wealth management for HNWI clients. He completed his training as a federally certified banking specialist with a federal diploma.

Hubert Häusler


Hubert worked for many years at an established Swiss bank in Zug, Lucerne, Zurich and London. Before founding his own financial company, an independent asset manager for HNWI clients, in 2007, he was a partner in a firm specializing in tax, finance and pensions in Baar, Switzerland. In addition to his own company, he is also the founder and a member of the board of directors of a financial platform. He completed his studies with a diploma from the College of Business Administration.


Our strengths

Asset management

A joint strategy forms the basis for your portfolio with us. You delegate the selection and decisions to the Portfolio Management Team of Brütsch Wealth Management AG. We select suitable investments for you, monitor them in your interests and review the portfolio on a regular basis. The portfolio is built up by selecting direct investments, cost-efficient passive investments such as ETFs and structured products. Brütsch Wealth Management takes responsibility and believes in the win-win situation with a performance fee.


Investment Advisory

We define a joint strategy with you, discuss and review the portfolio on a regular basis and only accept orders from you. This is a portfolio where you need to have an interest in the financial markets. They follow the financial markets and make active decisions on a regular basis. They must be accessible in order to implement this strategy.

Our customers

Focus on our customers

Your bank

You can keep your existing account/deposit numbers. The investment orders, which are tailored to your needs, are issued to your bank directly by Brütsch Wealth Management AG. The corresponding purchase and sales statements will continue to be sent to you directly by the bank so that you are informed about your portfolio movements at all times.

You as a customer

You issue an asset management mandate with limited power of attorney (management power of attorney) in favor of Brütsch Wealth Management at your bank. Within the agreed investment framework, Brütsch Wealth Management Ltd. will make investments on your behalf, but cannot dispose of the assets.

Brütsch Wealth Management AG

Brütsch Wealth Management AG ensures the optimal investment of your money. The basis for the investment framework is the joint determination of the securities and currency allocation. This results from your personal wealth planning and takes into account your wishes and objectives. The investment performance and the investment framework are reviewed at regular and mutually agreed intervals.

Your added value

Six steps to added value

1. Your risk profile

What risks are you willing to take? What risks are acceptable to you? What are your return targets? Have your personal or professional circumstances changed?

2. Strategic portfolio allocation

We determine the portfolio that offers you the best possible long-term return within your risk profile.

3. Tactical portfolio allocation

We continuously monitor the markets and take advantage of short- and medium-term market opportunities for you. Currency fluctuations can contribute significantly to positive or negative performance. We take this into account by using suitable hedging instruments.

4. Portfolio construction

We select the most suitable investment instruments. The majority of our investments were in ETFs (Exchange Traded Funds). These certificates are inexpensive, transparent and have high trading liquidity. We also use structured products on a selective basis, provided they have a positive impact on the risk-reward profile. As a rule, we have them created exclusively for our customers.

5. Portfolio implementation

We implement investment decisions quickly, bundling orders to secure attractive conditions for you.

6. Portfolio monitoring

The constant analysis and control of your portfolio creates not only transparency, but also the prerequisite for your future investment success. So that you know your assets are in good hands.

Want to know more?

We are at your disposal for a non-binding discussion. We will get back to you as soon as possible.

Customer testimonials

At Brütsch Wealth Management AG I feel that I am in good hands. They act exactly according to my risk profile.

“I am very happy that Mr. Brütsch accompanies me financially”

“The expert advice and exciting investment opportunities in selected segments make the collaboration a win-win.”

Let us work for you