EST. 1987 • ZURICH

Wealth is a responsibility we take seriously.

For over three decades, Aurelius Private Wealth has served as trusted guardians for generational wealth. Our approach is singular: deliberate, discreet, and relentlessly focused on preservation.

CHF 47.2B
Assets Under Management
2,847
Client Families
98.7%
Client Retention Rate
001

Wealth Preservation

Capital protection through diversification across asset classes, geographies, and time horizons tailored to your risk tolerance.

12.4%
Avg. Annual Return (5Y)
002

Estate Planning

Strategic structures for intergenerational wealth transfer, minimizing tax exposure while honoring your legacy intentions.

CHF 890M
Inheritances Facilitated
003

Alternative Investments

Access to private equity, hedge funds, real estate, and infrastructure with institutional-grade due diligence.

47
Curated Fund Partners

Our Services

02 / 06
01

Private Banking

Comprehensive wealth management with dedicated relationship managers.

02

Investment Advisory

Personalized portfolio construction and ongoing asset allocation.

03

Estate Planning

Trust structures, foundations, and succession planning.

04

Tax Advisory

Cross-border tax optimization and compliance management.

05

Philanthropy

Structures for charitable giving aligned with family values.

06

Art Advisory

Collection management, acquisition, and financing solutions.

07

Real Estate

Direct property investments and real estate fund allocations.

08

Family Office

Integrated oversight for ultra-high-net-worth families.

Performance Overview

Discrete annual returns since inception, demonstrating consistent outperformance against benchmarks.

+8.2%
2019
+11.7%
2020
+14.3%
2021
-6.8%
2022
+18.9%
2023
+12.1%
2024

Our Philosophy

03 / 06

01 / DISCRETION

Privacy as Foundation

Client confidentiality is paramount. We operate with complete discretion, maintaining strict protocols that exceed regulatory requirements.

02 / PATIENCE

Long-Term Orientation

We construct portfolios designed for decades, not quarters. Our investment horizon means we never compromise long-term growth for short-term performance.

03 / ALIGNMENT

Fully Aligned Interests

We earn fees on assets under management, never on transactions. This structure ensures our interests are identical to yours: long-term preservation.

Begin the Conversation

Aurelius Private Wealth
Bahnhofstrasse 21
8001 Zurich, Switzerland

+41 44 555 01 87

CHF 5,000,000