Aurum Capital stewards long-horizon wealth for families, founders and institutions — disciplined portfolios, transparent reporting, and advice that answers only to you.
Every relationship begins with a written mandate. What follows is the discipline to hold it: the same analysis, the same reporting, in every market we have lived through.
Discretionary portfolios for families and founders. We begin with what you own, what you owe, what you pay in tax and how long you can wait — then build a mandate you can hold through a full cycle, not a single quarter.
Multi-asset mandates for institutions, endowments and foundations, sized by the risk you can fund rather than the return you would like. Positions are built patiently and held until the thesis has played out.
Capital structure, debt placement and transactions we underwrite with our own analysis. We are paid for judgement, disclosed in advance, and never for placing a product you did not need.
Stewardship across entities, trusts and jurisdictions — with the governance and succession work, done early, so that the plan survives the people who made it.
Across discretionary and advisory mandates.
Through three full market cycles.
Retained by referral, overwhelmingly.
Balanced composite, net of fees.
Indexed · net of fees · illustrative
Representative balanced mandate
*Illustrative figures shown for template demonstration. Past performance is not a reliable indicator of future results.
Four stages, revisited continuously. Nothing about your portfolio should ever be a surprise.
A full picture first: assets, liabilities, tax position, family objectives and — most importantly — the risks you are unwilling to take.
A written investment policy statement sets the mandate, the risk budget and the measures by which we will be judged. If it cannot be written down plainly, it is not a strategy.
Positions are built patiently: tax-aware, cost-disciplined, low-turnover, and executed in tranches rather than in a single confident afternoon.
Reporting you can read in five minutes. Quarterly reviews, annual rebalancing, and a person who answers the telephone in a drawdown.
Why rebalancing rules written in calm markets do most of the useful work when the next cut — or the next hike — finally arrives.
Read noteHow loss harvesting is actually implemented inside a family portfolio — and the discipline required to keep it from becoming a trading habit.
Read noteGovernance fails long before the paperwork does. What we ask a founding generation before any restructuring is drafted.
Read noteA member of the client team will reply within one business day. If your matter is time-critical, please call +852 3000 0000.