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Regulated Digital Wealth · Segregated Custody · Audited Quarterly

Institutional-Grade Digital Wealth, Engineered for Private Investors

Match your risk profile to a curated portfolio strategy in 60 seconds. Regulated custody, transparent fee schedules, and performance audited by an independent accounting firm.

  • Regulated Entity LFA / VQF Standards
  • Segregated Custody Assets held off balance sheet
  • Audited Performance Quarterly independent attestation
Start Strategy Matcher View Performance Report
Assets Under Advice
0B+ USD
Advised Clients
0+
Avg. Model Return (5Y, p.a.)
9.4%

Live Platform Activity

Real-Time Visitor & Market Intelligence

Streaming · simulated data for demonstration

Online Right Now

2,847

+128 in the last hour

Visits Today

38,614

Across 42 countries and regions

Accounts Opened Today

612

+8.4% vs. yesterday

24h Visit Growth

+14.7%

Rolling 24-hour window

24-Hour Visitor Trend

Hourly visitors
00:0006:0012:0018:0024:00

Visitors by Region

Share today
  • Singapore24.6%
  • Hong Kong19.3%
  • Switzerland14.2%
  • UAE11.5%
  • Japan8.7%
  • Other regions21.7%

Live Activity Feed

Updated live

    All figures on this page are simulated, illustrative data generated in your browser for demonstration purposes and do not represent actual investors, accounts or transactions.

    Portfolio Strategy Matcher

    Match Your Risk Profile in 60 Seconds

    Three guided steps — select your risk stance, match an investment strategy, and receive a curated portfolio proposal reserved for your review.

    1. 1Risk profile
    2. 2Match strategy
    3. 3Your proposal

    Step 1 — Which risk stance fits your objectives?

    Step 2 — Match Your Exclusive Strategy

    Select a risk profile to unlock the matcher

    The Aurelis Standard

    Why 86,000+ Investors Choose Aurelis

    Independent & Conflict-Free

    A fee-only advisory model. We do not accept commissions from product issuers, so recommendations are aligned solely with your objectives.

    Segregated Custody

    Client assets are held in segregated accounts with regulated custodians, off the firm’s balance sheet, with daily position reconciliation.

    Transparent Performance & Fees

    Model returns are reported net of fees with full methodology notes, and every fee is disclosed before you commit — no hidden charges.

    Dedicated Advisory Access

    Every client receives a named advisor, quarterly review calls, and direct access to the investment committee for portfolio questions.

    Regulation, Audit & Institutional Backing

    Governed to Institutional Standards

    Regulatory Framework illustrative

    • LFA Wealth Advisor RegistrationInvestment advisory registration · No. LFA-WA-04827 (illustrative)
    • VQF Self-Regulation StandardsCode-of-conduct adherence & annual compliance review (illustrative)
    • Cross-Border Advice FrameworkClient onboarding limited to permitted jurisdictions (illustrative)

    Audit, Custody & Insurance

    • Halvarsson & Wren LLPIndependent quarterly performance attestation & annual audit (illustrative firm)
    • Meridian Trust CustodySegregated client asset custody with daily reconciliation (illustrative custodian)
    • Professional Indemnity CoverageAdvisory liability insurance underwritten by a global specialty insurer (illustrative)
    0Billion USD assets under advice
    0Advised clients worldwide
    0Years of operating history
    0Countries and regions served

    As featured in (illustrative names)

    • The Meridian Ledger
    • Global Finance Review
    • Eastern Markets Journal
    • The Private Banker Weekly
    • Nordic Capital Digest

    Investment Committee Sign-Off

    Elena Kessler, CFAChief Investment Officer · 21 yrs multi-asset
    Takeshi Moriyama, CFAHead of Fixed Income · ex-sell-side strategist
    Rania Al-FahadHead of Risk · market and liquidity risk
    4.9 Client satisfaction score based on 12,480 verified review responses (illustrative)

    Weekly Strategy Report

    Model Strategy Performance Snapshot

    Strategy Risk Level YTD 1 Year 3 Years (p.a.) Target Volatility
    Capital Reserve Low +3.8%+5.1%+4.6%3.2%
    Balanced Plus Medium +7.2%+9.4%+8.1%6.8%
    Global Growth High +11.6%+13.8%+12.2%11.4%
    Digital Opportunities Very High +18.9%+24.3%-2.1%21.7%

    Simulated, illustrative model data for demonstration only. Figures are hypothetical, do not reflect actual trading, and are not an offer, solicitation or guarantee of future performance.

    Good to Know

    Frequently Asked Questions