HOW AURA WEALTH MANAGEMENT WORKS WITH CLIENTS
The complex financial issues of ultra high net worth individuals and families require highly specialised resources and a deep understanding of the concerns associated with significant wealth.
To help our clients address these issues, Private Wealth Management combines the vast resources of a global financial leader with the tailored services of an exclusive wealth management boutique.
With over 410 highly experienced teams located across the Globe., we specialise in the unique planning, governance, liability management and investing needs that accompany affluence.
While many clients initially engage Aura Private Wealth Advisor to address a specific challenge, they often find value from services they never expected.
We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan.
To execute the plan, we leverage the intellectual capital of our division and the network of Goldman Sachs. We offer strategic and tactical asset allocation and provide a range of investment solutions including cash, fixed income, equities and alternative investments. For clients interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all major global markets.