For Private Wealth Managers
For Private Wealth Managers and Private Banks
Clients ask their wealth manager for far more than portfolio guidance — an aircraft for Friday, a residence in Geneva, a specialist appointment, a discreet security detail. Aurelia gives advisers a single, trusted place to direct those requests without diluting their own role.
Aurelia is invitation-only and relationship-led. An adviser can introduce a client knowing that the relationship will be handled with the same confidentiality the adviser applies to the client's affairs, and that Aurelia will not stray into financial, legal or tax advice.
A confident introduction
Advisers introduce clients to a concierge that is invitation-only, deliberately limited in membership and built around a named relationship manager.
Clear professional boundaries
Aurelia coordinates lifestyle and operational matters only. It does not provide financial, legal or tax advice and does not hold client assets.
Confidentiality that matches yours
Client identities and requests are never disclosed; records are encrypted at rest and access is authorised per member and logged.
Kept informed, if the client wishes
With the client's authorisation, the adviser can remain a point of contact and receive written summaries of what has been arranged.
Membership is by application or invitation
Request an introduction on your principal's behalf, or enquire about membership directly. Every note is reviewed under strict confidentiality.
Further Reading · The Journal
How Should a Wealth Manager Introduce a Client to a Private Concierge?
What to check first, how boundaries and confidentiality are held, and how the adviser stays informed after the introduction.
For Private Wealth Managers · Introductions
Request an Introduction
If a client may benefit from Aurelia, tell us about yourself and the relationship. We respond to you, not your client, and the conversation stays between you and the office.
- Only a first name or initials and a city for your principal — nothing more at this stage.
- A response within one business day, by the method you prefer.
- Held under the same confidentiality as a membership application.
For Private Wealth Managers — Answers
Aurelia is an invitation-only private concierge to which private wealth managers, private banks and multi-family offices introduce ultra-high-net-worth clients for lifestyle and operational matters — private aviation, residences, wellness, security and everyday requests — handled by a named relationship manager with Orla, the AI concierge. Aurelia does not provide financial, legal or tax advice and does not hold client assets.
How does a wealth manager introduce a client to Aurelia?
The adviser requests an introduction through the website or contacts Aurelia directly. Membership is by application or invitation; each application is reviewed under strict confidentiality.
Does Aurelia offer financial, legal or tax advice?
No. Aurelia coordinates lifestyle and operational matters only. Advice remains with the client's wealth manager and professional advisers.
Can the adviser stay involved after the introduction?
Yes, with the client's authorisation. The adviser can remain a point of contact and receive written summaries of what has been arranged.
Is the client relationship confidential?
Yes. Aurelia never discloses member identities or requests. Sensitive records are encrypted at rest and access is authorised per member and logged.
Who We Serve