Portfolio
+14.2%
Signal without noise
A consolidated investment view shows allocation, exposure, and drift so decisions happen before performance gets crowded by reports.
Wealth Intelligence
Every asset, mandate, and movement in one private command center.
Aureum turns complex balance sheets into a calm operating view: portfolio performance, cash positions, currency exposure, cards, approvals, and custody events aligned in real time.
Wealth command
Wealth console
A composed operating layer for portfolio intelligence, liquidity, delegated controls, and private reserve access.
Mandate performance
+14.2%
Portfolio
Liquidity
Cards
Approvals
Net return
+14.2%
Liquidity
$4.8M
Alerts
Clear
Mandate view
Live
Currencies
38
Approval path
Sealed
Coverage
24/7
Capabilities
Digital banking power, presented with private-bank restraint.
Liquidity
T+0
Capital ready by market
Hold CHF, USD, EUR, GBP, and alternative reserves with settlement context for spending, investment, or treasury deployment.
Family office
Roles
Delegation with boundaries
Give principals, advisers, and operators role-based access while preserving private approval rules for high-value movement.
Cards
Live
Spend reflects strategy
Reserve cards connect directly to liquidity policy, live limits, merchant controls, and concierge settlement support.
Operating Rhythm
A wealth mandate that behaves like modern infrastructure.
Aureum coordinates assets, liquidity, approvals, and reporting through one digital banking layer, while relationship teams preserve the judgment and discretion expected from private banking.
01 / Aggregate
One view
Unify holdings across banks, custodians, and private markets.
Positions are normalized into a single mandate view with ownership, liquidity, and risk context attached.
02 / Decide
Preview
Model moves before capital leaves the account.
Currency conversion, spend, investment, and reserve changes show their effect on the wider family balance sheet.
03 / Govern
Sealed
Approve securely and preserve a private audit trail.
High-value activity follows biometric confirmation, role policy, and encrypted approval records.
Private Wealth Access
Move from quarterly reporting to continuous command.
Aureum gives principals and their advisers the clarity to act immediately, with controls quiet enough for private wealth.