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A PERSONALIZED AND HOLISTIC MANAGEMENT OF YOUR ASSETS

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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.

ADVISORY

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.


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yOUR CONTACTS AT Auris WEALTH MANAGEMENT

Usnellman-1

Ulf Snellman

CHIEF EXECUTIVE OFFICER

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CRISTOFER GELLI

PARTNER

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Alex Sandborg

PARTNER, HEAD OF PRIVATE CLIENTS

MRadicati

MANFREDO RADICATI
di PRIMEGLIO

PARTNER

FSantoni

Fabrice Santoni

HEAD OF COMPLIANCE & RISK

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JULIEN HUGUENIN

HEAD OF MIDDLE OFFICE