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DISCRETIONNARY WEALTH MANAGEMENT
Do you prefer to set goals, entrust day-to-day responsibility to your dedicated manager, and stay informed ?
Our moral commitment leads us to the greatest management discipline, through a rigorous process that respects your objectives and constraints, integrating risk management at its heart, starting from an allocation sufficiently diversified to minimize market setbacks and sufficiently selective to seize opportunities.
The definition of a mandate requires an in-depth preliminary discussion with regard to your preferences.
We select together excellent depository banks of local or international renown, and can support you with competitive commission structures by aligning our respective interests.
Do you want to exclude certain sectors, or integrate environmental, social and governance (ESG) criteria into your assets ?
This approach resonates favorably with our corporate culture, which recognizes ESG criteria as a source of sustainable performance, allowing us to stay away from value-destroying investments or controversial companies. Our parent company Auris Gestion has signed the PRI Principles for Responsible Investment, and pays particular attention to these criteria and their compliance by its partners.
Do you prefer to remain in control of your portfolio management and benefit from a discussion with your advisor ?
Supported by the expertise of its teams, Auris Wealth Management provides you with financial market intelligence and targeted investment recommendations.
To seize tactical opportunities consistent with your strategy, we offer you an advisory mandate based on a privileged relationship of trust and personalized advice, according to previously established and tailor-made specifications.
« Auris Gestion » MUTUAL FUNDS
Would you like to discover the range of funds managed by the specialized asset management division of our parent company Auris Gestion ?
It highlights skills linked to its core internal know-how, in particular asset allocation and the selection of European stocks and bonds. In addition, management delegations are implemented with partners, international leaders or experts in investment niches, carefully selected for their mastery of differentiating and high added value processes.
Most of the funds in the Auris Gestion range are sub-funds of its Luxembourg SICAV, offered in UCITS format and registered with the Swiss FINMA authorities through the representation services of Carnegie Fund Services. These funds are available in several share classes, in several reference currencies compatible with an international allocation.
yOUR CONTACTS AT Auris WEALTH MANAGEMENT
Ulf Snellman has joined Auris Wealth Management as Managing Director and Managing Partner. Ulf Snellman has over 25 years of experience in finance, spanning an international journey from Stockholm, London, before settling in Geneva in 2006. Within Skandinaviska Enskilda Banken (SEB), he held several key positions, including Financial Controller and International Internal Auditor, before contributing to the implementation of SEB Private Bank in London.
With its essential skills in controlling risks and financial markets, Ulf has developed a private clientele there, as senior manager, integrating both investment advice and discretionary management.
Ulf Snellman's career continued in Geneva private banking, at Coutts, then at Barclays, as head of a group of wealth managers, before joining Auris Wealth Management in October 2018 to lead its development.
Manfredo Radicati di Primeglio joined Auris Wealth Management in January 2022. A graduate in economics from Bocconi University in Milan, he began his career in London in 1992 as a financial analyst at Schroders, then developed his skills in institutional management.
From 1996 Manfredo Radicati di Primeglio took responsibility for European equity research, and from 1999 joined the Group's private management department.
Back in Switzerland in 2001, he worked as a private manager with Bank Julius Baer, before becoming independent manager in 2003.
A graduate of the EHL Swiss School of Tourism and Hospitality in 1996, Fabrice Santoni began his career by co-managing a large restaurant.
Fabrice Santoni financial skills were subsequently developed over 18 years of experience as a "middle officer" and then as an IT manager within Exane, an internationally renowned financial intermediary based in Geneva : in this context Fabrice Santoni has followed developments in the Swiss and European regulatory environments and then supplemented his know-how by training as a “compliance officer”, certified in 2021.
In addition to ensuring this responsibility at Auris Wealth Management, Fabrice Santoni monitors all risks and acts as DPD - Delegate to Data Protection.
Julien Huguenin studied international relations, economics and management at the University of Geneva and completed various internships, notably with Ernst & Young. Julien Huguenin joined GADD Wealth Management as a management assistant and from 2021 also covers the Compliance function. He joined Auris Wealth Management in 2022 to support a client merger and strengthen its operational resources.