Independent Wealth Management·Zürich · Switzerland
Protecting Wealth.
Building What Comes Next.
Independent investment solutions for private clients, entrepreneurs and families seeking a disciplined approach to long-term wealth.
- Established
- 2004
- Profile
- Independent
- Universe
- Global
The firm
Capital deserves more than a strategy.
Your wealth reflects years of decisions, ambition and responsibility. Our role is to protect that foundation and help it evolve with clarity, discipline and purpose.
Discover Aurelis Capital
Zürich · a city built on discretion
Capabilities
Built around your wealth.
Investment philosophy
Long-term thinking.
Independent decisions.
We do not build portfolios around headlines. We build them around objectives, risk and time.
01
Preserve First
Capital preservation is the foundation.
02
Think Fundamentally
Research over noise and short-term speculation.
03
Diversify Intelligently
Across regions, asset classes and investment styles.
04
Manage Risk Actively
Risk is continuously assessed, challenged and monitored.
Switzerland
Swiss discipline.
Global perspective.
Based in Switzerland, we combine the stability and discretion of a Swiss financial centre with access to global investment opportunities.
Stability
A strong institutional and legal framework.
Discretion
Long-term relationships built on trust and confidentiality.
Global Access
Global markets without losing the perspective of a Swiss-based investment partner.
Investment view
Markets change.
Principles remain.
- Global Equities+8.4%
- Swiss Equities+4.1%
- Global Bonds+2.8%
- Gold+6.8%
- USD / CHF-2.1%
Illustrative information only. Not investment advice or a representation of actual performance.
Illustrative indexed path · 20 periods
Strategic allocation
A portfolio designed around you.
Every mandate is different. Allocation is determined by objectives, risk tolerance, liquidity requirements and investment horizon.
Figures shown are illustrative and do not represent a model portfolio offered to clients.
View Investment Approach38%
Global Equities
About Aurelis Capital
Independent by design.
Aurelis Capital is an independent wealth management firm based in Zürich. We are not part of a banking group and do not manufacture proprietary products for the sake of distribution.
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Founded in Zürich
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International locations
0+
Years of experience
Global
Investment universe
A working environment designed for attention, not display
Governance
Trust requires structure.
01
Investment Committee
Mandate construction, allocation decisions and manager selection.
02
Risk Management
Independent challenge of exposures, liquidity and concentration.
03
Executive Management
Client relationships, strategy and the operating standard of the firm.
04
Independent Oversight
External perspective on process, conflicts and regulatory integrity.
Who we serve
Different lives.
Different priorities.
Private consultation
Your next chapter deserves a clear financial strategy.
An initial conversation is an opportunity to understand where you are, where you want to go and what your wealth needs along the way.
Request a Private ConsultationNo obligation · Confidential · Zürich