IWealth Management
Cross-border wealth, brought into a single view.
One view of your businesses, portfolios, property and private holdings, wherever they are held.
Wealth · abundance
Overview
When wealth spans several countries and advisers, the greatest risk is fragmentation. We restore coherence.
We begin by mapping every asset, entity and relationship the family holds, then establish a consolidated reporting framework that shows the complete picture in one place.
From there we coordinate banking relationships, custody arrangements, liquidity planning and risk management, so that each decision is taken with full knowledge of its effect on the whole.
Clarity is the first form of protection.
Auren principle
What we provide
Scope of service
Consolidated reporting
A single, institutional-grade view of assets across banks, custodians and jurisdictions.
Banking relationships
Selection, negotiation and ongoing review of private banks and custodians.
Liquidity planning
Ensuring capital is available for business needs, family commitments and opportunity.
Cross-border coordination
Working alongside tax and legal advisers on structuring across Greater China and abroad.
Risk oversight
Monitoring concentration, currency, counterparty and governance risk.
Real assets
Oversight of residential, commercial and agricultural property held by the family.
Our approach
How we work
- 1.
Listen and understand the family
- 2.
Map assets, entities and objectives
- 3.
Design a coherent long-term strategy
- 4.
Implement, monitor and renew
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Investment Advisory
Private Consultation
Before a plan, there is a conversation.
What have you built? What do you hope it makes possible?
We begin by listening.