Do you have a question or a dispute related to investments?
Contact us for free initial information and guidance.
Digital Legal Advisor
Language / Sprache
AURELIUS SERVICES

Specialised investment & structuring services

From fixed-income placements to complex recovery mandates – we design, execute and monitor solutions that fit your balance sheet, risk appetite and timeline.

What we do for our clients

Aurelius combines capital markets expertise with disciplined execution. Our team structures, negotiates and accompanies transactions from first idea to final settlement.

Below is an overview of our core service lines. For bespoke mandates we typically combine several modules into one coherent playbook.

  • Fixed-income and deposit solutions with defined risk/return profiles.
  • Equity and IPO access, including pre-placements and secondary offerings.
  • Structured products and special situations with clear downside controls.
  • Recovery, legal enforcement and asset workout in EU/UK jurisdictions.
Aurelius mandate structuring

Service clusters at a glance

Clients can engage us on one mandate only – or via a broader framework agreement that covers several service clusters.

Fixed Income & Deposits

Design, comparison and placement of time deposits, bonds and note programmes with regulated banking partners.

Equities, IPO & Placements

Sourcing of primary and secondary market opportunities, bookbuilding support and coordination with placement banks.

Structured Solutions

Yield-enhancement, capital-protection and payoff structures tailored to your risk, liquidity and regulatory constraints.

Recovery & Special Mandates

Strategy, legal coordination and execution support for recovery cases, enforcement, settlements and complex restructurings.

How a mandate typically runs

While each client situation is unique, our mandates follow a clear, transparent process.

  • 01

    1 – Analysis & mandate design

    We analyse your current portfolio, constraints and goals, define mandate scope, and agree on reporting and governance.

  • 02

    2 – Market structuring & execution

    We screen counterparties, structure terms, coordinate with legal and banking partners and supervise allocations and settlement.

  • 03

    3 – Monitoring & adaptation

    We monitor risk, performance and the legal framework, provide periodic reporting and propose adjustments when conditions change.

Aurelius mandate lifecycle

Frequently asked questions

If you are considering working with Aurelius, these answers give a first orientation. Your dedicated contact will gladly go into more detail.

We work primarily with professional and semi-professional clients: entrepreneurs, family offices, trustees and corporates that look for conservative, execution-strong solutions rather than high-risk speculation.

Aurelius Finance focuses on structuring, custody and execution. We operate in partnership with regulated banking institutions that provide the underlying account and deposit infrastructure while we coordinate the overall solution.

Client assets are held with reputable partner banks under segregated account structures. This means your portfolio is legally separated from the balance sheet of the service providers and remains your property even if a provider changes.

For most mandates the practical threshold starts from a low six-figure amount. However, we review each situation individually – if the profile and requirements fit our conservative framework, we can often find a scalable setup.

Yes. We can coordinate in-kind transfers of existing positions, or design a phased migration where legacy holdings are gradually aligned with the new strategy to avoid unnecessary costs and market impact.

Simply contact us via the enquiry form or by phone. After a brief, non-binding conversation we outline a possible setup, timeline and next steps so you can decide calmly whether our approach is the right fit.