Aura Wealth Management.
Aura Wealth Management provides clients access to sophisticated financial advice, services and global asset management solutions that are aligned with their interests. We draw upon our ecosystem to bring to each of our clients the particular mix of skills and ideas required to address their needs and goals.
We are rethinking wealth management. The industry of today is marked by a complex array of investment choices, an opaque and often inefficient approach to fees, a lack of options for accessing the opportunities available in private markets, and a preference for scale in delivering advice.
We exist to provide clients with access to a comprehensive array of capabilities, and in defining our purpose that way we are different in many ways from traditional wealth managers. Aura has built a diverse ecosystem of individuals and ideas, that enables us to partner with our clients in addressing whatever financial and asset management goal or issue they have. This approach allows us to be nimble, flexible and highly tailored in our advice and services.
We offer a holistic suite of traditional and more sophisticated institutional capabilities delivered through a firm culture that is transparent and aligned with clients’ interests.
Private Wealth / Family Office / Aura Black
Cross Border / International Services & Advisory
External Asset Management (EAM) Platform
Asset & Allocation Management – listed and private investments
Tax & Structuring (local & international)
Family Office Services (multi-generational)
Estate & Wealth Transfer Planning
Chief Investment Officer (CIO) Services
Banking & Lending
Global custodial / non-custodial Administration & Reporting Services
We are committed to bringing innovation to the work we do with clients, including but not limited to the following:
Creating vehicles for investments in private markets that offer individual investors opportunities to gain efficient exposure to a strategically sized portfolio of institutional-quality direct and or private market investments.
Building a next generation multi-family office to deliver tailored wealth management services.
Leveraging technology to provide clients with a fully integrated view of their wealth picture, including portfolios managed by Aura and those held elsewhere such as an EAM mandate.
For further information contact
Executive Director, Private Wealth
D: +61 2 9199 8890