Protect and Grow Your Wealth
Bespoke investment solutions since 1997
Our Private Wealth Investment Products
Explore our tailored investment strategies, available through the Bruegger Invest Platform, designed to balance stability and growth.
Gold Reserve Accounts (Low to Moderate Risk)
Gold Reserve Cash Account
Secure your wealth with the enduring value of physical gold. This actively managed portfolio focuses on gold as an essential hedge, providing capital preservation and long-term growth potential comparable to equity markets in an era of global uncertainty.
Risk Profile: Low.
Ideal for conservative investors seeking stability, inflation protection, and steady capital growth through gold’s intrinsic value.
Gold Reserve Margin Account
Gain flexibility with an actively managed portfolio centred on physical gold, the ultimate insurance policy. The margin structure enables timely market responses, optimising returns while selectively hedging to preserve capital in volatile conditions.
Risk Profile: Moderate.
Suited for investors seeking enhanced returns with moderate risk through gold’s stability and market opportunities.
Core Stability Growth Accounts (Low to Moderate Risk)
Core Stability Growth Cash Account
Build wealth with a diversified strategy featuring a permanent dynamic allocation to physical gold exposure for resilience against inflation and systemic risks. The portfolio invests in global market leaders with strong cash flow growth and select disruptors poised for expansion.
Risk Profile: Low.
Designed for investors seeking balanced growth, capital preservation, and diversified exposure to established and emerging innovators.
Core Stability Growth Margin Account
Achieve balanced growth with a diversified portfolio anchored by a permanent dynamic allocation to physical gold exposure for constancy. Investments in global market leaders and emerging disruptors are enhanced by margin flexibility, with selective hedging to manage risk and preserve capital.
Risk Profile: Moderate.
Ideal for investors seeking growth, capital preservation, and exposure to established and innovative companies with moderate risk.
Stability Growth Accounts (Moderate Risk)
Stability Growth Cash Account
Pursue long-term growth with an equity-only portfolio of global market leaders with consistent cash flow and innovative disruptors. Opportunistic gold hedging enhances stability, supported by active management to navigate market volatility.
Risk Profile: Moderate.
Suitable for investors seeking capital growth with moderate volatility, comfortable with a long-term horizon.
Stability Growth Margin Account
Amplify growth with an equity-only portfolio of global market leaders and high-potential disruptors, using opportunistic gold hedging for stability. Margin flexibility enables timely opportunities, with selective hedging to manage risk.
Risk Profile: Moderate.
Ideal for investors seeking higher growth with managed volatility, valuing margin flexibility and long-term returns.