Meet Aureva Holding SA
Your Dedicated SWISS Asset Management and Financial Advisor
Helping individuals and families make confident financial decisions since 2010, with a focus on long-term value, clarity, and trust.
Our Story
Founded in 2010 and nestled in the heart of Switzerland, Aureva Holding SA stands as a beacon of expertise in the realms of asset management and financial advisory. With a decade of unwavering commitment to our clients, we have cultivated a reputation built on integrity, innovation, and excellence.
Our journey began with a vision: to provide tailored financial solutions that empower individuals and institutions to achieve their financial aspirations. From day one, we recognized the dynamic nature of the financial landscape and the necessity of a personalized approach to asset management.
At Aureva, we believe that wealth management transcends mere numbers; it’s about understanding the unique goals and challenges of our clients. Our team of seasoned professionals, with diverse backgrounds and expertise, is dedicated to fostering long-term relationships. We work collaboratively with our clients, ensuring that their financial strategies align with their aspirations, whether they are pursuing retirement, investing in future opportunities, or preserving family wealth.
What to Know What's Possible
A Partnership Built on Trust
and Long-Term Vision
We believe in transparency, accountability, and empowering you with the knowledge to make confident financial decisions. Our approach centres on understanding your unique situation first, then building strategies that truly align with your life goals.
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.
Core Values
[01]
Deep Collaboration
We work side by side with you, fostering open communication and shared accountability to ensure strategies translate into real, lasting impact.
[02]
Expertise
With over twenty years of experience in financial services, we bring deep market knowledge and strategic insight to every client relationship.
[03]
Tailored Solutions
No two clients are alike. Every strategy is built around your unique goals, risk tolerance, and life circumstances.
Professional Experienc
2010 – Present
Independent Financial Advisor
We founded Aureva Holding SA, helping individuals and families achieve their financial goals through personalised guidance.
2012 – 2013
Financial Analyst, Switzerland
Developed analytical expertise at a Swiss City firm, specializing in portfolio management and risk assessment.
2014 – 2015
Asset Management Associate
Built foundation in client services and wealth planning at a prestigious private bank.
