Transparency and compliance are fundamental to our operations.
Aurelius Private Wealth AG is registered with and regulated by the Swiss Financial Market Supervisory Authority (FINMA). We operate under license number 289456 and are authorized to provide the following services:
As a Swiss-regulated asset manager, client assets are protected under Swiss banking law. Client securities are held in segregated accounts with Swiss custodians and are bankruptcy-remote in the event of our firm's insolvency.
We are members of the Swiss Asset Management Association (SAV) and adhere to their codes of conduct and best practice guidelines.
We operate on a pure fee-only basis with no product commissions, distribution fees, or referral arrangements. Our fee schedule is transparent and directly agreed with each client:
All investments involve risk, including the potential loss of principal. Historical performance does not guarantee future results. The value of investments may fall as well as rise, and investors may not receive back the amount originally invested.
Alternative investments, including private equity and hedge funds, may involve heightened risks including illiquidity, leverage, and concentration. These investments should be considered only for investors with appropriate risk tolerance and investment horizons.
We collect and process personal data in accordance with Swiss Federal Act on Data Protection (FADP) and the EU General Data Protection Regulation (GDPR) where applicable. Data is used solely for providing wealth management services and is never sold to third parties.
You have the right to access, correct, and request deletion of your personal data. Contact our Data Protection Officer at privacy@aurelius-wealth.ch.