KNOW US

A EUROPEAN GROUP SWISS SUBSIDIARY DEDICATED TO INTERNATIONAL CLIENTS

Who are we ?

Auris Wealth Management

Is an independent portfolio management company created in 2015 in Geneva to welcome partners who favor independence and the alignment of their interests with those of their clients. Its roots are both Swiss through the integration of a Swiss dominated board of Directors sensitive to the strengthening of business models centered on customer satisfaction and listening, and international, in particular through the profile of its leaders and the contributions in skills of its parent company:

Auris Gestion.

The latter, created in 2004 in Paris to defend entrepreneurial values and a culture of services, has supported a network of like minded private clients from the outset, but also, over the course of its success, professional and institutional. The tailor-made solutions it offers are based both on long-standing skills, and on carefully selected investment products, in open architecture, in order to promote the diversification of sources of performance, and to guarantee the primacy of its clients interests.

Auris Wealth Management is inspired by the dynamics of its parent company, while maintaining its cultural affinities and total asset management independence.

DEDICATED – HOLISTIC - CURIOUS

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Dedicated

As part of long-term support and a close human relationship, we strive to identify your needs in order to best adjust our services to your expectations. Our approach is collegial and multidisciplinary. Additional expertise present locally in Geneva, as within our group, or identified with our partners, is orchestrated in your favor under the responsibility of a dedicated relationship manager

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Holistic

We prefer to approach your financial wealth in its entirety and in its duration in the manner of a "Family Office". In addition to offering advisory and financial management capacities which constitutes our core business, our services can notably include asset monitoring, the overall review of your asset allocations, as well as performing a regular analysis of all risks observed on your consolidated accounts. We may as well help you in the choice of a depositary bank appropriate to your objectives, or even the search for credit and refinancing solutions for your real estate projects.

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Curious

Beyond a classic investment approach, our curiosity leads us to consider, while remaining vigilant and exercising our critical sense, any opportunity favorable to the diversification of your portfolio: alternative strategies as a source of decorrelation, innovative asset classes linked to market disintermediation, exposure to private equity, structured products.

SUPERVISION and management

The strategy and orientations of Auris Wealth Management are defined and supervised by a multidisciplinary Board of Directors committed to its success.

NWalther

NICOLAS WALTHER

CHAIRMAN OF THE BOARD OF DIRECTORS

A graduate of the HEC Lausanne school, with an MBA in international banking and finance, Nicolas Walther began his career in Switzerland at Credit Suisse, analyzing and servicing French and Belgian multinationals.

He was subsequently in charge of various missions within the investment banking subsidiary Credit Suisse First Boston, in London, before joining the Paribas group in 1987. Various challenges within its capital market activities were entrusted to him: syndication, distribution of fixed income, structured and alternative products. In 1996, he took on the commercial responsibility of Lombard Odier's financial intermediaries in Switzerland and French speaking Europe. From 2000, he created and managed the Lombard Odier Gestion subsidiary in Paris.

Nicolas Walther co-founded Auris Gestion in 2004, he is in charge of general management as well as development, particularly internationally.

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PHILIPPE CURRAT

MEMBER OF THE BOARD OF DIRECTORS

Philippe Currat has nearly 40 years of banking experience. With the benefit of the Bar certificate of the Bar of Fribourg (Switzerland), Philippe Currat worked at UBS and at Hentsch & Cie, private bankers in Geneva, before occupying for 5 years the position of deputy head of the Legal department of the Secretariat of the Federal Banking Commission (currently FINMA). Philippe Currat then joined the General Management of Banque Privée Edmond de Rothschild, Geneva, as General Secretary, a position he held for 26 years until his retirement in 2013. Within this bank, he was responsible for the legal, tax, compliance, human resources and communication departments. He also chaired the “Family Office” and “Wealth Planning” subsidiaries and acted as Compliance Officer for the Edmond de Rothschild Group.

For several years Philippe Currat also devoted himself to teaching and served as an expert for the federal exams for the Federal Diploma in Banking. In 2014, he also created AVCO Conseil, a consulting company designed to pass on his experience to financial and banking establishments.

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cgelli

CRISTOFER GELLI

MEMBER OF THE BOARD OF DIRECTORS

Cristofer Gelli graduated in Economics from HEC in Lausanne in 1980 and joined Banque Scandinave en Suisse in Geneva that same year, before co-founding Gadd Wealth Management in 1989.

In 2002, Cristofer Gelli launched Argos Investment Fund then Argos Investment Managers in 2005, a company which took the name of QUAERO CAPITAL in 2015.

Cristofer Gelli was its chairman from 2005 to 2021. He is chairman and CEO of the Geneva wealth management company Gadd Wealth Management SA.

Cristofer Gelli is or has been a member of several boards of directors, including the Swiss Association of Independent Financial Advisors (S.A.I.F.A.), the collective pension fund COPRE and several other financial services companies and investment funds.

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FBender

FREDERIC BINDER

VICE CHAIRMAN OF THE BOARD OF DIRECTORS

Frédéric Binder is a lawyer and independent board member.

Holder of a law degree from the University of Geneva, a lawyer patent and a Masters in European law from the Université Libre de Bruxelles, he began his banking career in 1994 at Lombard Odier, in the legal team, then was successively responsible for the Gibraltar and Montreal subsidiaries of the bank.

Back in Geneva in 2005, he was responsible for the UK market Private Clients, then Co-COO of private banking in Switzerland.

In 2016 he joined the management of Banque Landolt in Lausanne as General Counsel.

In 2019 he returned to the Geneva Bar and joined the Bonnant & Associés law firm as a counsel.

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Ybonnard

YVES BONNARD

MEMBER OF THE BOARD OF DIRECTORS

Yves Bonnard is a partner in Bonnard Lawson law firm. For more than twenty years, he has devoted himself to the organization and administration of the assets of international families of very diverse origins. Yves Bonnard has acquired over the years a solid experience in international business law and in "private equity", sitting on the board of directors of several companies, active in fields as varied as the management of clinics, medical equipment or new technologies. Yves Bonnard was a pioneer in the field of regularization by assisting families from the beginning of the 2000s in their efforts to bring their assets into conformity with the tax authorities of their country of residence.

Yves Bonnard also advises collectors, gallery owners, artists and heirs of artists who wish to settle legal questions relating to a collection; he has also established and advises many charities in Switzerland and abroad.

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MARC DE SAINT DENIS

MEMBER of the board of directors

A graduate of the Ecole Polytechnique Fédérale de Lausanne, Marc de Saint Denis began his career in telecommunications in the United States, before settling in Switzerland where he took on the responsibilities of market risk management and industrial credit restructuring within the Paribas group. He subsequently focused on the management of a small bank dedicated to private clients. In 1995, he took over the general management of the French subsidiary of Caixa Geral de Depositos, in Paris : an institution that he straightens up and redeploys by renewing prosperity.

Co-founder of Auris Gestion Privée in 2004, he structures its activities and is dedicated to its success with private wealth and entrepreneurs.

Marc de Saint-Denis is chairman of Auris Gestion Management Board.

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SLagonico

STEPHANE LAGONICO

MEMBER OF THE BOARD OF DIRECTORS

Stéphane Lagonico is a lawyer and partner of the Bonnard Lawson law firm. He co-manages the private clientele department. He mainly advises a private clientele of (U)HNWI in wealth management, estate planning, marriage and charity and assists international and Swiss individuals and families in carrying out their asset transfer procedures. Its clientele, which brings together manufacturers, investors, entrepreneurs, heirs, artists, athletes, art collectors and property owners, seeks advice on estate planning, knowledge of trusts, understanding of tax implications, and family governance. He advises his clients on relocation, acquisition or loss of nationality, on their real estate acquisition projects in Switzerland or abroad.

Member of STEP (Society of Trust and Estate Practitioners), Founder and first president of STEP Lausanne, Stéphane Lagonico is a director of several companies in the heritage field.

Stéphane Lagonico worked in Brussels and Washington DC, he developed the Shanghai office of Bonnard Lawson. He is also a member of the board of several associations and foundations for public interest, including "Le Prix de Lausanne", "the Little Dreams Foundation", and an ambassador of the Swiss Red Cross.

More Hide

NWalther

NICOLAS WALTHER

CHAIRMAN OF THE BOARD OF DIRECTORS

A graduate of the HEC Lausanne school, with an MBA in international banking and finance, Nicolas Walther began his career in Switzerland at Credit Suisse, analyzing and servicing French and Belgian multinationals.

He was subsequently in charge of various missions within the investment banking subsidiary Credit Suisse First Boston, in London, before joining the Paribas group in 1987. Various challenges within its capital market activities were entrusted to him: syndication, distribution of fixed income, structured and alternative products. In 1996, he took on the commercial responsibility of Lombard Odier's financial intermediaries in Switzerland and French speaking Europe. From 2000, he created and managed the Lombard Odier Gestion subsidiary in Paris.

Nicolas Walther co-founded Auris Gestion in 2004, he is in charge of general management as well as development, particularly internationally.

More Hide

FBender

FREDERIC BINDER

VICE CHAIRMAN OF THE BOARD OF DIRECTORS

Frédéric Binder is a lawyer and independent board member.

Holder of a law degree from the University of Geneva, a lawyer patent and a Masters in European law from the Université Libre de Bruxelles, he began his banking career in 1994 at Lombard Odier, in the legal team, then was successively responsible for the Gibraltar and Montreal subsidiaries of the bank.

Back in Geneva in 2005, he was responsible for the UK market Private Clients, then Co-COO of private banking in Switzerland.

In 2016 he joined the management of Banque Landolt in Lausanne as General Counsel.

In 2019 he returned to the Geneva Bar and joined the Bonnant & Associés law firm as a counsel.

More Hide

MSTDenispng

MARC DE SAINT DENIS

MEMBER of the board of directors

A graduate of the Ecole Polytechnique Fédérale de Lausanne, Marc de Saint Denis began his career in telecommunications in the United States, before settling in Switzerland where he took on the responsibilities of market risk management and industrial credit restructuring within the Paribas group. He subsequently focused on the management of a small bank dedicated to private clients. In 1995, he took over the general management of the French subsidiary of Caixa Geral de Depositos, in Paris : an institution that he straightens up and redeploys by renewing prosperity.

Co-founder of Auris Gestion Privée in 2004, he structures its activities and is dedicated to its success with private wealth and entrepreneurs.

Marc de Saint-Denis is chairman of Auris Gestion Management Board.

More Hide

PCurratpng

PHILIPPE CURRAT

MEMBER OF THE BOARD OF DIRECTORS

Philippe Currat has nearly 40 years of banking experience. With the benefit of the Bar certificate of the Bar of Fribourg (Switzerland), Philippe Currat worked at UBS and at Hentsch & Cie, private bankers in Geneva, before occupying for 5 years the position of deputy head of the Legal department of the Secretariat of the Federal Banking Commission (currently FINMA). Philippe Currat then joined the General Management of Banque Privée Edmond de Rothschild, Geneva, as General Secretary, a position he held for 26 years until his retirement in 2013. Within this bank, he was responsible for the legal, tax, compliance, human resources and communication departments. He also chaired the “Family Office” and “Wealth Planning” subsidiaries and acted as Compliance Officer for the Edmond de Rothschild Group.

For several years Philippe Currat also devoted himself to teaching and served as an expert for the federal exams for the Federal Diploma in Banking. In 2014, he also created AVCO Conseil, a consulting company designed to pass on his experience to financial and banking establishments.

More Hide

Ybonnard

YVES BONNARD

MEMBER OF THE BOARD OF DIRECTORS

Yves Bonnard is a partner in Bonnard Lawson law firm. For more than twenty years, he has devoted himself to the organization and administration of the assets of international families of very diverse origins. Yves Bonnard has acquired over the years a solid experience in international business law and in "private equity", sitting on the board of directors of several companies, active in fields as varied as the management of clinics, medical equipment or new technologies. Yves Bonnard was a pioneer in the field of regularization by assisting families from the beginning of the 2000s in their efforts to bring their assets into conformity with the tax authorities of their country of residence.

Yves Bonnard also advises collectors, gallery owners, artists and heirs of artists who wish to settle legal questions relating to a collection; he has also established and advises many charities in Switzerland and abroad.

More Hide

SLagonico

STEPHANE LAGONICO

MEMBER OF THE BOARD OF DIRECTORS

Stéphane Lagonico is a lawyer and partner of the Bonnard Lawson law firm. He co-manages the private clientele department. He mainly advises a private clientele of (U)HNWI in wealth management, estate planning, marriage and charity and assists international and Swiss individuals and families in carrying out their asset transfer procedures. Its clientele, which brings together manufacturers, investors, entrepreneurs, heirs, artists, athletes, art collectors and property owners, seeks advice on estate planning, knowledge of trusts, understanding of tax implications, and family governance. He advises his clients on relocation, acquisition or loss of nationality, on their real estate acquisition projects in Switzerland or abroad.

Member of STEP (Society of Trust and Estate Practitioners), Founder and first president of STEP Lausanne, Stéphane Lagonico is a director of several companies in the heritage field.

Stéphane Lagonico worked in Brussels and Washington DC, he developed the Shanghai office of Bonnard Lawson. He is also a member of the board of several associations and foundations for public interest, including "Le Prix de Lausanne", "the Little Dreams Foundation", and an ambassador of the Swiss Red Cross.

More Hide

cgelli

CRISTOFER GELLI

MEMBER OF THE BOARD OF DIRECTORS

Cristofer Gelli graduated in Economics from HEC in Lausanne in 1980 and joined Banque Scandinave en Suisse in Geneva that same year, before co-founding Gadd Wealth Management in 1989.

In 2002, Cristofer Gelli launched Argos Investment Fund then Argos Investment Managers in 2005, a company which took the name of QUAERO CAPITAL in 2015.

Cristofer Gelli was its chairman from 2005 to 2021. He is chairman and CEO of the Geneva wealth management company Gadd Wealth Management SA.

Cristofer Gelli is or has been a member of several boards of directors, including the Swiss Association of Independent Financial Advisors (S.A.I.F.A.), the collective pension fund COPRE and several other financial services companies and investment funds.

More Hide