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.
FUND REPRESENTATION
Swiss Representative of Foreign Collective Investment Schemes (CIS) distributed in Switzerland to Qualified Investors
Auris Wealth Management is authorized by the Swiss Financial Market Supervisory Authority (FINMA) to represent foreign Collective Investment Schemes distributed in Switzerland to Qualified Investors and, since 2015, represents a select “best of breed” range of such CIS.
Taken over by the specialized Bastions Partners Office teams, this activity has developed over a long period of time and illustrates a regulatory and technical mastery, as well as a large network of relationships at the service of specialized managers wishing to be guided in a personalized way on the Swiss market.
«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. These funds are available in several share classes, in several reference currencies compatible with an international allocation.
«PARTNERSHIP» MUTUAL FUNDS
As part of the takeover of the Bastions Partners Office businesses, we passionately select and market funds representing alternative strategies that we believe are relevant and that constitute niches off the beaten
track and with high diversification potential.
YOUR CONTACTS AT AURIS WEALTH MANAGEMENT
