AureliusCapital Private enquiry

Private Wealth & Family Office — Est. 1962

Wealth, held across generations.

For six decades Aurelius has quietly stewarded the capital, legacies and intentions of a small number of families — with the patience of an heirloom and the precision of an instrument.

Begin a conversation Our philosophy
  • $48Bunder stewardship
  • 340families served
  • 4thgeneration clients

01 — Philosophy

Five disciplines. One enduring structure.

  1. I.

    Preservation before performance

    We are measured first by what we do not lose. Every mandate begins with the downside — liquidity needs, drawdown tolerance, and the obligations your capital must meet.

  2. II.

    Diversified by design

    Five asset classes, each with a defined role: equities to compound, fixed income to steady, private markets to reach, real assets to anchor, cash to wait patiently.

  3. III.

    Measured in decades

    Our committee reviews quarterly and thinks generationally. Turnover is low, fees are transparent, and conviction is earned slowly.

The Aurelius Balanced Mandate — illustrative model allocation
Equities38%
Fixed income22%
Private markets20%
Real assets14%
Cash & equivalents6%

02 — Services

A single house for every question your wealth will ask.

  1. 01

    Investment Management

    Discretionary and advisory mandates across public and private markets, built around your family’s liabilities rather than a benchmark.

    • Bespoke strategic allocation
    • Direct & co-investment access
    • Consolidated reporting across custodians
  2. 02

    Estate & Succession Planning

    Trusts, foundations and holding structures designed with your lawyers so that what you have built passes intact — and with intent.

    • Multi-jurisdiction trust design
    • Next-generation preparation
    • Business succession & liquidity events
  3. 03

    Tax Strategy

    Coordinated, compliant planning across residences and entities, working alongside your advisers rather than around them.

    • Cross-border residency analysis
    • Tax-aware portfolio construction
    • Annual structure review
  4. 04

    Philanthropy

    From a first donor-advised fund to a permanent foundation — giving designed with the same rigour as investing, and measured with it.

    • Foundation set-up & governance
    • Grant strategy & impact review
    • Family giving programmes
  5. 05

    Family Governance

    Constitutions, councils and education that keep a family aligned as it grows — so that wealth remains a bond rather than a burden.

    • Family charters & councils
    • Rising-generation education
    • Facilitated family assemblies

03 — Performance

Compounding is the quietest force in finance.

An illustrative $10m mandate, 2000

$10.0m

+7.2% p.a. 1.00× original capital

Illustrative chart: a ten million dollar mandate compounding at 7.2 percent a year grows to roughly 56.9 million dollars over 25 years, from 2000 to 2025.

Assets under stewardship
$48B
Established
1962
Families served
340
10-year composite, net
7.2%
Client retention across generations
96%
Partners, all owner-operators
18

All figures on this page are illustrative and fictional. Past performance is not a reliable indicator of future returns; the value of investments can fall as well as rise.

04 — Partners

Partners who still answer the telephone.

Aurelius is owned by the people who manage your capital. Every family is known personally by at least two partners, and no relationship manager carries more than twelve families.

  • Eleanor Whitcombe

    Senior Partner · Chair, Investment Committee

    London

  • Henri Delacroix-Vautrin

    Managing Partner

    Geneva

  • Marcus Adeyemi-Hart

    Partner · Private Markets

    New York

  • Mei-Lin Tan

    Partner · Family Governance

    Singapore

  • Omar Al-Rashidi

    Partner · Middle East Families

    Dubai

  • Charlotte Ashby

    Partner · Estate & Succession

    London

“They have looked after three generations of our family and have never once tried to sell us anything. That is rarer than any return.”

The Harrington-Lowe family · clients since 1978

05 — Global offices

Five cities. One ledger.

Your family’s affairs are held on a single book, wherever you happen to be. Partners travel to you; your reporting never changes shape.

  • London

    14 St James’s Square, SW1Y 4LB

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  • Geneva

    Quai du Mont-Blanc 7, 1201

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  • New York

    745 Fifth Avenue, 31st Floor

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  • Singapore

    8 Marina View, Level 42

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  • Dubai

    Gate Village 4, DIFC

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06 — The Journal

Notes written slowly, for readers who think in decades.

All writing

07 — Private client enquiry

Begin a conversation.

Introductions are handled personally by a partner, usually within two working days. We typically act for families with investable assets above $25 million.

Approximate investable assets
Areas of interest

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