How Should a Wealth Manager Introduce a Client to a Private Concierge?

Why advisers make the introduction at all

The relationship between a private client and their wealth manager is one of the closest in professional life, and clients use it accordingly. The request for an aircraft, a residence in another city, a specialist appointment or a discreet security detail is put to the adviser because the adviser is trusted — not because the adviser is equipped to arrange it. A good introduction turns that trust into a well-placed referral rather than a distraction from the adviser's own work.

What to check before introducing a client

Four things. First, that membership is by application or invitation and deliberately limited, because exclusivity here is a proxy for attention. Second, that the concierge is relationship-led — a named relationship manager who owns every request — rather than a platform or an open marketplace. Third, that confidentiality is designed in: records encrypted at rest, access authorised per member and logged, no disclosure of identities or requests. Fourth, that the boundaries are explicit. Aurelia provides no financial, legal or tax advice and holds no client assets; those remain with the adviser.

How the introduction works

The adviser requests an introduction through the website or contacts Aurelia directly, with the client's agreement. The application is reviewed under strict confidentiality. If accepted, the client opens a Private Office with a single-use invitation code and is assigned a relationship manager, with 24/7 access to Orla, the AI concierge. Nothing about the adviser's own relationship with the client changes.

Staying involved after the introduction

Many clients prefer their adviser to remain in the picture. With the client's authorisation, the adviser can stay a point of contact and receive written summaries of what has been arranged — useful when travel, residences or security intersect with the adviser's own planning. Where the client prefers separation, that is respected absolutely.

What the adviser gains

A place to direct the requests that fall outside the mandate, without dilution of the adviser's role; a client who is better looked after; and the confidence that the introduction reflects on the adviser well, because the concierge holds itself to the same standard of discretion. That is the purpose of the introduction, and the only test worth applying to it.