Merger of Auris Wealth Management with Bastions Partners Office
Press release
We are pleased to announce the merger, approved by FINMA on December 31st, 2023, of Auris Wealth Management (« AWM ») with Bastions Partners Office (« BPO »).
The combination of the two companies, already individually regulated by FINMA, follows long-standing friendly exchanges between their respective founders, has been formalized through a first acquisition of a majority stake in BPO by AWM during the summer of 2023.
The objective is to perpetuate the entire scope of BPO activities and expertise, developed over the past 10 years by its founding partners including wealth management, advice on investment products as well as distribution and representation of collective investments schemes.
according to Eric Heuzé: « this merger gives us new dynamics and more resources to provide our customers with an even higher level of services and portfolio management. »
according to Antonio Bravo: « the proximity, historical relationship and trust existing with the managers of AWM guided our choice. »
according to Louis-Frédéric de Pfyffer: « a partner mastering both private clients asset management and the dynamics of its specialized portfolio allocation division will certainly generate new ambitions »
At the same time, this operation significantly strengthens the stature of AWM in Switzerland, which will be responsible for a smooth and harmonious generational transition.
Backed by her 20-year-old parent company, Auris Gestion, AWM benefits from the resources and know-how of the former, while operating independently and autonomously in Geneva.
according to Nicolas Walther, Chairman of the Board of AWM: « this is our second merger operation, after the one with Gadd Wealth Management in 2022, and the potential synergies enabled by the various network and skills delight me. »
according to Marc de Saint-Denis, Chairman of Auris Gestion: « this operation best reflects the group’s ambition to enhance growth through friendly and professional operations. »
