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objectives and purpose

investment approach

custodian banks

the people

objectives and purpose

In its management of private wealth, the Aurelia Group has two objectives:

The pursuit of performance by any means is not our goal. Instead the company does everything it can to reduce the volatility of the portfolios under its care.

The purpose is to provide the sense of security clients enjoy from having their assets professionally managed.

In meeting its objectives, the Aurelia Group offers its clients a special relationship that comprises of:

A privileged service, based on constant availability, personal contact and loyalty;

Solutions that cover the totality of assets;

Stringent quality standards governing custodian banks and investment instruments;

Access to the latest investment products and techniques;

More than 10 years experience and an enviable track-record in alternative-investment strategies;

Low cost. Investment products that minimise portfolio transactions and define a management policy suited to each client;

Uncomplicated and transparent portfolios.

Aurelia constantly reviews the best practices in asset management, with the aim of providing superior results from a coherent process.

Attention to clients' wishes and criticisms, as well as a good understanding of their expectations, are considered by the Aurelia Group to be indispensable to the attainment of its objectives.