Navigate Your Finances with Confidence
Expert financial guidance to grow wealth, protect your future, and make better long-term decisions — tailored to your goals, lifestyle, and risk profile.
AUREVA HOLDING SA
Since 2010, I've helped clients unlock financial clarity through expert, personalised advisory.
At Aureva Holding SA, we help individuals and families navigate financial
complexity, unlock growth, and achieve lasting
transformation through expert guidance and
personalised strategies. Together, we combine
strategic thinking with practical action.
✓. Wealth Planning
✓ Investment Strategy
✓ Retirement Protection
✓. Risk Management
150M+
Capital under management
100+
Completed Investments
With a 100% client satisfaction,
our advisory work has helped clients secure
over 100M+ in long-term financial outcomes
150+
Successful Plans Delivered
100%
Client satisfaction rate
50+
Families guided long-term
20+
Years of experience
[01]
Wealth Strategy
Comprehensive wealth planning to grow and protect your assets through strategic investment and tax-efficient structuring.
✓ Comprehensive portfolio review
✓ Tax-efficient structuring
✓ Long-term risk mitigation
[02]
Retirement Planning
Ensure long-term protection and peace of mind with a retirement strategy tailored to your lifestyle goals.
✓ Pension optimization
✓ Income planning for retirement
✓ Legacy & estate planning
[03]
Investment Advisory
Comprehensive wealth planning to grow and protect your assets through strategic investment and tax-efficient structuring.
✓ Diversified portfolio construction
✓ Risk assessment & management
✓ Performance monitoring
[04]
Risk & Insurance Management
Protect your assets, income, and future stability through comprehensive risk assessment and insurance solutions.
✓ Income protection strategies
✓ Life & health insurance review
✓ Business risk management
Driving Growth Through
Strategic Excellence
Our Proven Process to Drive Your Success
Discover & Diagnose
Understanding your goals, current position, and challenges.
Strategize & Plan
Building an actionable roadmap aligned with your life vision.
Execute & Optimize
Implementing strategy, monitoring progress, improving results.
The Value Behind Our Partnership
Our partnership goes beyond delivering solutions - it's about building trust, aligning with your goals. We go beyond Asset Management to become your strategic partner - delivering tailored solutions, expert insight, and measurable results.
• Deep Collaboration Expertise Solutions
We work side by side with you, fostering open communication and shared accountability to ensure strategies translate into real, lasting impact.
What to Know What's Possible
Proven What Our
Clients Say
"
The team at Aureva Holding SA, provided clarity where we had confusion, and structure where we had chaos. It's been one of the best investments we've made as a family.
Nicole Wyss
Business Owner
"
From the very first meeting, the team at Aureva Holding SA was invested in our success. Their structured process and sophisticated strategy helped us to completely restructure our finances.
Jasmin Gruber
Business Owner
Work with a Financial Expert to Grow Smarter & Plan Stronger
✓ Schedule a Free Consultation
✓ Discover Tailored Solutions
✓ Start Building Financial Confidence
