The firm
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.
Independence is not a marketing line. It is the condition that allows advice to remain aligned with the client. Without a balance sheet of products to place, we are free to choose instruments, managers and structures solely on merit.
The firm was established in Zürich in 2004. The city remains our centre of gravity — for its legal framework, its culture of discretion, and the quality of the conversations that take place here. From this base we work across a global investment universe.
We keep the organisation deliberately small. Senior attention is not diluted across an industrial client book. Relationships are long, often spanning liquidity events, succession and the quieter years in between.
Zürich · composure as a working method
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Founded in Zürich
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International locations
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Years of experience
Global
Investment universe
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