Who are we ?
Auris Wealth Management
Auris Wealth Management is an independent portfolio management company created in 2015 in Geneva to welcome partners who favor independence and the alignment of their interests with those of their clients.
After joining forces with Gadd Wealth Management in 2022 and successfully integrating the know-how of its main managers, Auris Wealth Management accelerated its development on the Swiss market by merging with Bastions Partners Office from which it also took over all the representation and marketing of funds, as well as by facilitating the transition from its bespoke management by its founders, who have all joined us, of a high-end international private clientele.
Its roots are both Swiss through a Swiss dominated board of Directors, and international, through the profile of its leaders and the contributions of its parent company:
Auris Gestion.
Auris Gestion was created in 2004 in Paris with an initial focus on the management of private clients' assets, later expending to professional and institutional clients. The tailor-made solutions it offers are based both on its long-standing investment management skills, and on carefully selected investment products, in open architecture, to ensure the diversification of sources of performance, and to guarantee the primacy of its clients' interests.
Auris Wealth Management is inspired by the dynamics of its parent company, while maintaining its cultural affinities and total asset management independence.
DEDICATED – HOLISTIC - CURIOUS
Dedicated
As part of long-term support and a close human relationship, we strive to identify your needs in order to best adjust our services to your expectations. Our approach is collegial and multidisciplinary. Additional expertise present locally in Geneva, as within our group, or identified with our partners, is orchestrated in your favor under the responsibility of a dedicated relationship manager.
Holistic
We prefer to approach your financial wealth in its entirety and in its duration in the manner of a "Family Office". In addition to offering advisory and financial management capacities which constitutes our core business, our services can notably include asset monitoring, the overall review of your asset allocations, as well as performing a regular analysis of all risks observed on your consolidated accounts. We may as well help you in the choice of a depositary bank appropriate to your objectives.
Curious
Beyond a classic investment approach, our curiosity leads us to consider, while remaining vigilant and exercising our critical sense, any opportunity favourable to the diversification of your portfolio: alternative strategies as a source of decorrelation, innovative asset classes linked to market disintermediation, exposure to private equity, structured products.
SUPERVISION and management
The strategy and orientations of Auris Wealth Management are defined and supervised by a multidisciplinary Board of Directors committed to its success.
NICOLAS WALTHER
CHAIRMAN OF THE BOARD OF DIRECTORS
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PHILIPPE CURRAT
MEMBER OF THE BOARD OF DIRECTORS
Philippe Currat has nearly 40 years of banking experience. With the benefit of the Bar certificate of the Bar of Fribourg (Switzerland), Philippe Currat worked at UBS and at Hentsch & Cie, private bankers in Geneva, before occupying for 5 years the position of deputy head of the Legal department of the Secretariat of the Federal Banking Commission (currently FINMA). Philippe Currat then joined the General Management of Banque Privée Edmond de Rothschild, Geneva, as General Secretary, a position he held for 26 years until his retirement in 2013. Within this bank, he was responsible for the legal, tax, compliance, human resources and communication departments. He also chaired the “Family Office” and “Wealth Planning” subsidiaries and acted as Compliance Officer for the Edmond de Rothschild Group.
For several years Philippe Currat also devoted himself to teaching and served as an expert for the federal exams for the Federal Diploma in Banking. In 2014, he also created AVCO Conseil, a consulting company designed to pass on his experience to financial and banking establishments.
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ERIC HESS
MEMBER OF THE BOARD OF DIRECTORS
Eric Hess obtained a law degree from the University of Geneva in 1986 and was admitted to the bar in 1988. He worked for a local bank for 7 years as a lawyer, head of the Legal, Compliance and Central File Department. He was also a member of the bank's Anti-Money Laundering Committee. Mr. Hess is an independent lawyer at Saint-Léger Avocats, where he is a partner and co-founder. Mr. Hess specializes in economic criminal law and international mutual legal assistance, as well as banking law and compliance management. Since 2011, he has also been a deputy judge at the Criminal Court. He has overseen the legal, compliance and AML aspects of Bastions Partners Office SA since its creation in 2013 and is a member of the Board of Directors of Bastions since June 2017. Mr. Hess continues his role at Auris Wealth Management SA.
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FREDERIC BINDER
VICE CHAIRMAN OF THE BOARD OF DIRECTORS
Frédéric Binder is a lawyer and independent board member.
Holder of a law degree from the University of Geneva, a lawyer patent and a Masters in European law from the Université Libre de Bruxelles, he began his banking career in 1994 at Lombard Odier, in the legal team, then was successively responsible for the Gibraltar and Montreal subsidiaries of the bank.
Back in Geneva in 2005, he was responsible for the UK market Private Clients, then Co-COO of private banking in Switzerland.
In 2016 he joined the management of Banque Landolt in Lausanne as General Counsel.
In 2019 he returned to the Geneva Bar and joined the Bonnant & Associés law firm as a counsel.
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CRISTOFER GELLI
MEMBER OF THE BOARD OF DIRECTORS
Cristofer Gelli graduated in Economics from HEC in Lausanne in 1980 and joined Banque Scandinave en Suisse in Geneva that same year, before co-founding Gadd Wealth Management in 1989. In 2002, Cristofer Gelli launched Argos Investment Fund then Argos Investment Managers in 2005, a company which took the name of QUAERO CAPITAL in 2015. Cristofer Gelli was its chairman from 2005 to 2021. He was the chairman and CEO of the Geneva wealth management company Gadd Wealth Management SA until 2022 before joining Auris Wealth Management as a Board member and portfolio manager.
Cristofer Gelli has been a member of several boards of directors, including the Swiss Association of Independent Financial Advisors (S.A.I.F.A.), the collective pension fund COPRE and several other financial services companies and investment funds.
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MARC DE SAINT DENIS
MEMBER of the board of directors
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FRANÇOIS TOBLER
MEMBER OF THE BOARD OF DIRECTORS
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NICOLAS WALTHER
CHAIRMAN OF THE BOARD OF DIRECTORS
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FREDERIC BINDER
VICE CHAIRMAN OF THE BOARD OF DIRECTORS
Frédéric Binder is a lawyer and independent board member.
Holder of a law degree from the University of Geneva, a lawyer patent and a Masters in European law from the Université Libre de Bruxelles, he began his banking career in 1994 at Lombard Odier, in the legal team, then was successively responsible for the Gibraltar and Montreal subsidiaries of the bank.
Back in Geneva in 2005, he was responsible for the UK market Private Clients, then Co-COO of private banking in Switzerland.
In 2016 he joined the management of Banque Landolt in Lausanne as General Counsel.
In 2019 he returned to the Geneva Bar and joined the Bonnant & Associés law firm as a counsel.
More Hide
MARC DE SAINT DENIS
MEMBER of the board of directors
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PHILIPPE CURRAT
MEMBER OF THE BOARD OF DIRECTORS
Philippe Currat has nearly 40 years of banking experience. With the benefit of the Bar certificate of the Bar of Fribourg (Switzerland), Philippe Currat worked at UBS and at Hentsch & Cie, private bankers in Geneva, before occupying for 5 years the position of deputy head of the Legal department of the Secretariat of the Federal Banking Commission (currently FINMA). Philippe Currat then joined the General Management of Banque Privée Edmond de Rothschild, Geneva, as General Secretary, a position he held for 26 years until his retirement in 2013. Within this bank, he was responsible for the legal, tax, compliance, human resources and communication departments. He also chaired the “Family Office” and “Wealth Planning” subsidiaries and acted as Compliance Officer for the Edmond de Rothschild Group.
For several years Philippe Currat also devoted himself to teaching and served as an expert for the federal exams for the Federal Diploma in Banking. In 2014, he also created AVCO Conseil, a consulting company designed to pass on his experience to financial and banking establishments.
More Hide
CRISTOFER GELLI
MEMBER OF THE BOARD OF DIRECTORS
Cristofer Gelli graduated in Economics from HEC in Lausanne in 1980 and joined Banque Scandinave en Suisse in Geneva that same year, before co-founding Gadd Wealth Management in 1989. In 2002, Cristofer Gelli launched Argos Investment Fund then Argos Investment Managers in 2005, a company which took the name of QUAERO CAPITAL in 2015. Cristofer Gelli was its chairman from 2005 to 2021. He was the chairman and CEO of the Geneva wealth management company Gadd Wealth Management SA until 2022 before joining Auris Wealth Management as a Board member and portfolio manager.
Cristofer Gelli has been a member of several boards of directors, including the Swiss Association of Independent Financial Advisors (S.A.I.F.A.), the collective pension fund COPRE and several other financial services companies and investment funds.
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FRANÇOIS TOBLER
MEMBER OF THE BOARD OF DIRECTORS
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ERIC HESS
MEMBER OF THE BOARD OF DIRECTORS
Eric Hess obtained a law degree from the University of Geneva in 1986 and was admitted to the bar in 1988. He worked for a local bank for 7 years as a lawyer, head of the Legal, Compliance and Central File Department. He was also a member of the bank's Anti-Money Laundering Committee. Mr. Hess is an independent lawyer at Saint-Léger Avocats, where he is a partner and co-founder. Mr. Hess specializes in economic criminal law and international mutual legal assistance, as well as banking law and compliance management. Since 2011, he has also been a deputy judge at the Criminal Court. He has overseen the legal, compliance and AML aspects of Bastions Partners Office SA since its creation in 2013 and is a member of the Board of Directors of Bastions since June 2017. Mr. Hess continues his role at Auris Wealth Management SA.
More Hide