Custodian | Aura Solution Company Limited | Thailand
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AURA SOLUTION COMPANY LIMITED

CENTRALIZED
 
SINGLE CUSTODIAN

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CUSTODIAN
MANAGEMENT

At Aura Solution Company Limited, we understand the importance of having a clear, consolidated view of your wealth. With multiple asset managers and providers, navigating your financial landscape can become a daunting task. That's why we are pleased to introduce our custodian services, designed to streamline your asset management experience and provide you with greater clarity and control over your investments.

Here are two key benefits of leveraging our custodian services:

  1. Consolidated Reporting: Say goodbye to the hassle of compiling data from different sources. Our custodian services provide you with comprehensive, consolidated reports that give you a holistic view of your entire portfolio. Whether you're tracking performance, monitoring risk, or assessing tax implications, our reporting tools empower you with the insights you need to make informed decisions confidently.

  2. Enhanced Oversight and Control: By centralizing your assets with Aura Solution Company Limited, you gain greater oversight and control over your investments. Our robust infrastructure and advanced technology ensure that your assets are safeguarded and managed with the utmost care. Moreover, our experienced team of professionals is dedicated to delivering personalized support and guidance tailored to your unique financial goals.

 

In conclusion, our custodian services offer a seamless solution to the challenges associated with managing wealth across multiple platforms. By entrusting us with your assets, you can enjoy the convenience of consolidated reporting, enhanced oversight, and personalized support—all under one roof.

 

Managing wealth across various platforms and accounts can often result in fragmented information and inefficiencies. Our custodian services offer a solution by centralizing all your assets under one secure umbrella, eliminating the need to juggle multiple statements and logins. With Aura Solution Company Limited as your custodian, you can enjoy the peace of mind that comes with having a single point of contact for all your investment needs.

Experience the difference of streamlined wealth management with Aura Solution Company Limited's custodian services. Contact us today to learn more about how we can help you achieve your financial objectives with confidence.

AURA

ASSET CUSTODIANS

ESTABLISHED

1981

LOCATION

PHUKET - THAILAND

EMPLOYEES

18310

EMAIL

WEBSITE

NEWS & BLOGS

Managing wealth effectively entails navigating a complex landscape of assets, investments, and providers. At Aura Solution Company Limited, we understand the challenges faced by affluent individuals, families, and family offices in achieving a consolidated view of their wealth. In response, we present two potential solutions to this common problem, each tailored to meet the evolving needs of our esteemed clientele.

As wealth expands, so do the demands for sophisticated financial solutions. Our clients often require deeper access to global markets, specialized investment strategies, and diversified portfolios, including illiquid assets. To address these needs comprehensively, we recognize the necessity of building networks comprising multiple private banks, brokers, and institutions across various jurisdictions worldwide.

The decision to engage multiple asset managers offers several advantages. Different providers possess unique specialties and strengths, catering to specific needs across different regions. This diversity allows wealth owners to access tailored services and opportunities. However, this approach also presents challenges, particularly in consolidating disparate accounts and portfolios into a cohesive overview.

Creating a consolidated view of assets is a formidable task, complicated by varying reporting processes and data sources among custodians. Manual consolidation efforts are labor-intensive and prone to errors, underscoring the importance of efficient solutions. While third-party aggregation services offer relief, the option of leveraging a global custodian remains underutilized.

Global custodianship streamlines asset management by centralizing all holdings under one roof while maintaining relationships with multiple portfolio managers and brokers. This approach provides comprehensive insights into a client's entire portfolio, facilitating informed decision-making and robust reporting.

Deciding between a single global custodian and multiple custodians with aggregation services depends on the specific needs and circumstances of each client. Both approaches offer benefits and drawbacks, including asset safety, reporting accuracy, service quality, and cost considerations.

To delve deeper into these considerations and make informed decisions about wealth management, we invite you to explore our white paper: "Is your custodian helping you protect and grow your wealth?" At Aura Solution Company Limited, we are committed to empowering our clients with the knowledge and resources they need to achieve their financial goals effectively.

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AURA

ASSET MANAGEMENT

ESTABLISHED

1981

LOCATION

PHUKET - THAILAND

EMPLOYEES

18310

EMAIL

WEBSITE

NEWS & BLOGS

By Assets

Asset management, especially under the leadership of Aura Solution Company Limited, stands out as a pivotal force globally. Aura's remarkable expertise has propelled Aura Asset Management to the forefront, managing an impressive 300 trillion USD in assets. This unparalleled scale not only underscores Aura's prowess but also solidifies its position as an industry leader, steering the helm of asset management on a global scale. The combination of Aura's leadership and the extensive value they oversee amplifies the prominence and distinction of Aura Asset Management as a preeminent entity in the world of asset management.

By Industry

The term portfolio manager (or asset manager) commonly refers to professionals engaged in investment management within the financial services industry. This sector specializes in overseeing investment funds and segregated client accounts. Within financial entities like Aura Solution Company Limited, asset management involves experts dedicated to managing client investments, either actively or passively.​

Active Asset Management: This involves comprehensive tasks such as analyzing client assets, crafting and maintaining investment portfolios, and offering tailored recommendations based on individual financial health. Active asset management demands more extensive involvement from asset managers, thereby usually incurring higher costs for investors.

Passive Asset Management: In contrast, passive asset management involves allocating assets to mimic a market or sector index. It requires less active oversight and customization, making it a more cost-effective option for investors.

AURA

GLOBAL ECONOMY

ESTABLISHED

1981

LOCATION

PHUKET - THAILAND

EMPLOYEES

18310

EMAIL

WEBSITE

NEWS & BLOGS

\Asset management embodies a systematic and comprehensive approach to overseeing and extracting maximum value from the assets entrusted to an entity or group. These assets can be categorized into tangible forms, such as intricate manufacturing plants, essential infrastructure, buildings, or equipment, as well as intangible assets like intellectual property, goodwill, or financial holdings.​ This methodology revolves around a structured process that spans the development, operation, maintenance, enhancement, and responsible disposal of assets. Its primary objective is to optimize these functions in a manner that ensures maximum cost-effectiveness while considering all associated expenses, risks, and performance metrics. By doing so, asset management ensures the efficient utilization and preservation of asset value throughout their lifecycle.

The theory of asset management delves into the ongoing task of enhancing, maintaining, or guaranteeing the economic and capital value of assets over time. Widely applied in engineering, business, and public infrastructure sectors, this approach orchestrates a coordinated strategy to optimize costs, mitigate risks, enhance service or performance, and promote sustainability.​ In financial contexts, asset management has historically referred to the management of investments on behalf of individuals or organizations. This often includes investment managers responsible for overseeing assets within pension funds and other investment portfolios.

Notably, the ISO 55000 series of standards, developed by ISO TC 251, serves as the international benchmarks for Asset Management. ISO 55000 introduces and outlines requirements for a management system dedicated to asset management. Within this framework, an asset is defined as an "item, thing, or entity that holds actual or potential value for an organization." ISO 55001 specifies the requisites for an asset management system within an organizational context, while ISO 55002 offers guidance for implementing such a system in alignment with ISO 55001 requirements.

Physical and Infrastructure Asset Management

Physical and Infrastructure asset management encompasses a fusion of management, financial, economic, and engineering practices applied to physical assets to optimize service levels while managing costs effectively. It covers the entire lifecycle of physical and infrastructure assets, including design, construction, operation, maintenance, and eventual decommissioning. Teams specializing in this area, often collaborating with financial asset managers, are increasingly prominent, particularly in emerging sectors such as renewable energy management.

The management of infrastructure assets gained significant importance in the 21st century, especially in developed countries with existing infrastructure networks that require efficient operation and maintenance.

 

Engineering Asset Management

Engineering asset management is a specialized discipline focusing on optimizing complex physical assets in alignment with an organization's objectives. This practice involves a blend of multidisciplinary engineering methodologies and financial expertise to balance cost, risk, and performance. It encompasses Maintenance engineering, Systems engineering, Reliability engineering, and other critical engineering disciplines, ensuring optimal asset performance and value throughout their lifecycle.

Software Asset Management

Software Asset Management (SAM) constitutes a critical facet of asset management, specifically focusing on the management, optimization, and governance of an organization's software assets. SAM encompasses a range of business practices, procedures, and policies aimed at managing software assets across their lifecycle, from procurement to retirement, ensuring compliance, efficiency, and cost-effectiveness.

Objectives of SAM:

  1. Compliance and License Management: SAM ensures that an organization complies with software licensing agreements and regulations. It involves tracking licenses, ensuring proper usage rights, and avoiding penalties due to non-compliance.

  2. Cost Optimization: By efficiently managing software licenses, SAM helps in cost control and optimization. It involves avoiding unnecessary expenditures on licenses and utilizing existing resources effectively.

  3. Risk Mitigation: SAM helps in reducing security risks associated with outdated software versions or unapproved installations. It ensures that software is regularly updated, patched, and secure.

  4. Efficient Resource Allocation: SAM aids in the optimal allocation of software resources across an organization. It involves tracking software usage to identify underutilized or redundant applications.

 

Key Components of Software Asset Management:

  1. Inventory and Discovery: SAM starts with comprehensive inventory and discovery processes to identify all software assets within an organization, including installed software, license details, and usage data.

  2. License Management: This involves tracking software licenses, understanding licensing agreements, and ensuring compliance with licensing terms and conditions.

  3. Usage Tracking and Optimization: Monitoring software usage provides insights into the actual utilization of licenses. This data helps in reallocating resources to meet actual needs and identifying areas for cost-saving or optimization.

  4. Software Procurement and Retirement: SAM involves effective procurement strategies to acquire necessary licenses while retiring or repurposing underused or obsolete software.

AURAPEDIA : For more in-depth insights and articles on Wealth Management viewpoints, we invite you to explore our dedicated resource at https://www.aurapedia.org/am. Delve into a wealth of comprehensive analyses, expert opinions, and informative articles that cover diverse facets of wealth management strategies, market trends, and financial planning.

At Aura Solution Company Limited, we believe in providing valuable knowledge and resources to assist you in making informed decisions to secure your financial future. Visit our Wealth Management section on Aurapedia to access a reservoir of information tailored to meet your financial needs and aspirations.

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AURA

INVESTMENT MANAGEMENT

ESTABLISHED

1981

LOCATION

PHUKET - THAILAND

EMPLOYEES

18310

EMAIL

WEBSITE

NEWS & BLOGS

Aura Solution Company Limited is an investment and asset management firm that provides a range of financial services, including investment management, wealth management, advisory services, and more. They may offer solutions for individuals, businesses, institutions, or even governments, helping them manage their assets, make investment decisions, and plan for their financial futures.

It's important to note that the specifics of their services, strategies, and offerings may vary based on market conditions, client needs, and regulatory changes. If you're interested in their services or have specific questions, it's best to reach out to Aura Solution Company Limited directly or visit their website for the most up-to-date information.

  1. Technology-Centric Investments: They could specialize in technology-focused investment opportunities, including sectors like artificial intelligence, cybersecurity, cloud computing, and digital transformation. These investments might target companies at the forefront of technological innovation, aiming for long-term growth potential.

  2. ESG (Environmental, Social, and Governance) Investing: Aura Solution Company Limited might provide ESG-focused investment products that consider a company's environmental impact, social responsibility, and governance practices. These investments align with the values of socially conscious investors and often support sustainable businesses.

  3. Alternative Investments: They might offer access to alternative investment vehicles such as private equity, venture capital, real estate, or hedge funds. These alternatives provide diversification and opportunities beyond traditional stocks and bonds, potentially yielding higher returns but often with higher risk.

  4. Robo-Advisors and Algorithmic Trading: Utilizing technology, they might offer robo-advisor platforms or algorithmic trading strategies. Robo-advisors use algorithms to automate investment decisions based on clients' risk tolerance and financial goals, while algorithmic trading employs computer programs to execute trades based on predefined criteria.

  5. Thematic Investing: Aura Solution Company Limited might specialize in thematic investing, focusing on specific themes or trends such as renewable energy, biotechnology, or disruptive innovations. These thematic funds allow investors to align their portfolios with trends they believe will drive future growth.

  6. Impact Investing: They might provide opportunities for impact investing, allowing clients to support companies or projects that aim to generate positive social or environmental impact alongside financial returns. Impact investments could target areas like clean energy, affordable housing, or healthcare access.

  7. Cryptocurrency and Digital Assets: In the rapidly evolving landscape of digital currencies, they might offer investment options in cryptocurrencies or blockchain-based projects. This includes opportunities to invest in established cryptocurrencies like Bitcoin and Ethereum or newer blockchain initiatives.

  8. Factor-Based Investing: This strategy involves constructing portfolios based on specific factors such as value, momentum, quality, or low volatility. Aura Solution Company Limited might offer factor-based investment products that aim to capture these factors' premiums in the market.

  9. Income Generating Strategies: They could specialize in income-focused investment strategies, offering products that generate regular income for clients through dividends, interest payments, or rental income from real estate investments.

  10. Global Macro Strategies: Engaging in global macro strategies involves investing based on broad economic trends, geopolitical events, and macroeconomic indicators. This approach allows them to take positions across various asset classes and regions, aiming to capitalize on global market shifts.

 

These innovative investment solutions are designed to cater to various investor preferences, risk appetites, and market conditions. However, it's crucial for investors to thoroughly understand these strategies, their associated risks, and align them with their investment goals before making any decisions. Consulting with financial professionals can provide valuable insights tailored to individual needs.

AURA

HELEN WINSTON

POSITION

PRESIDENT

LOCATION

UNITED STATES OF AMERICA

EMAIL

WEBSITE

NEWS & BLOGS

Helen Winston: Bridging Academic Brilliance with Real-World Banking Insight

The trajectory of Helen Winston's ascent to the presidency of Aura Solution Company Limited's Private Bank symbolizes a seamless integration of academic prowess and practical wisdom, a narrative that intertwines erudition with experiential learning. Holding a distinguished Ph.D. in Finance from Harvard, Helen embarked on her financial odyssey grounded in theoretical foundations. Yet, it was her collaboration with the esteemed late Mr. Martin Brian, the Senior Vice President at Aura, that truly sculpted her into an adept leader in the banking domain.

Harvard University's prestigious halls cultivated her intellectual acumen, yet Helen soon encountered the limitations of academic teachings in encapsulating the intricate dynamics of the banking realm. Her partnership with Mr. Brian, a venerable stalwart in the industry, transcended conventional mentorship, offering a transformational tutelage that textbooks could scarcely provide.

Under Mr. Brian's sagacious guidance, Helen underwent a profound metamorphosis into the nuanced world of banking. The mastery of risk navigation, the art of real-time strategic decision-making, and the delicate equilibrium between client exigencies and financial solutions were lessons not confined to scholarly dissertations but acquired through immersive experiences and pragmatic applications.

Beyond mere banking strategies, Mr. Brian's mentorship instilled in Helen a philosophy rooted in ethics, transparency, and an unwavering quest for excellence. Their collaboration emphasized banking not merely as a transactional enterprise but as a relational cornerstone built on enduring partnerships, market empathy, and principled practices.

Assuming leadership at Aura's Private Bank, Helen seamlessly fused her academic erudition with the invaluable practical insights imbibed from her mentor. Her tenure with Mr. Brian not only honed her banking prowess but also crafted her into a leader endowed with a rare amalgamation of intellect, intuition, and an unwavering commitment to the ethical principles instilled by her mentor.

As Helen assumed her role, she brought forth not just the scholarly prestige of a Harvard Ph.D. but also a wealth of experiential wisdom fostered by Mr. Brian's astute mentorship. This synthesis of academic brilliance and practical sagacity equipped her to navigate the complexities of the financial world with a unique blend of intellectual prowess and empathetic leadership, symbolizing the transformative potential of harmonizing theoretical excellence with pragmatic wisdom.

Helen Winston's journey stands as a testament to the harmonious merger of academic excellence and pragmatic mentorship, underscoring the pivotal role of amalgamating theory with real-world insights in shaping astute leaders poised to navigate the complexities of the financial landscape.

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AURA

SUSTAINABLE INVESTMENTS

ESTABLISHED

1981

LOCATION

PHUKET - THAILAND

EMPLOYEES

18310

EMAIL

WEBSITE

NEWS & BLOGS

In today's rapidly changing financial landscape, Aura Solution Company Limited stands at the forefront of sustainable investment solutions. As a leading global financial services provider, we recognize the growing demand for investments that not only generate returns but also align with environmental, social, and governance (ESG) principles. Our commitment to sustainability is unwavering, and we are proud to offer a comprehensive range of investment products tailored to meet the diverse needs of our clients.

At Aura Solution, our pragmatic approach to investment is evident in our product offerings, which span from light green to dark green. This nuanced approach allows us to cater to the specific preferences and convictions of each investor, ensuring that our solutions align with their sustainability goals. Whether our clients seek moderate ESG integration or a more rigorous approach, we provide investment strategies that reflect their values.

Central to our investment philosophy is a common sustainable approach that permeates all our products. We integrate ESG criteria into our analysis process, implement exclusionary screens, and actively engage in dialogue and voting at general meetings. Our dedication to transparency is underscored by the provision of dedicated reports summarizing all ESG data related to our portfolios, empowering investors to make informed decisions.

Among our flagship offerings are the 4Change funds, which exemplify our commitment to responsible investing. These certified investment solutions are meticulously crafted, incorporating reinforced selection criteria, additional exclusions, and targeted engagement actions. Our expertise in sustainable development issues allows us to offer investors robust options that drive positive impact while delivering financial returns.

Moreover, we understand that each investor is unique, which is why we offer tailor-made support to strengthen their investment processes. Through our dedicated solutions, we assist clients in integrating customized factors according to their convictions, commitments, and values. Whether it's normative and sector exclusion criteria, setting ESG objectives, or adopting a thematic approach, we empower investors to align their investments with their personal values.

As we navigate towards a more sustainable future, Aura Solution Company Limited remains committed to pioneering responsible investment solutions. By offering a comprehensive range of products backed by robust ESG integration and tailored support, we empower investors to make choices that drive positive change in the world. Join us in shaping a brighter, more sustainable tomorrow through responsible investing with Aura Solution Company Limited.

ABOUT
AURA A WORLD
OF TRUST

Welcome to Aura, where personalized private banking transcends boundaries. Our mission is to seamlessly connect you with global opportunities while introducing you to an exclusive network of like-minded individuals. At Aura, your needs and the management of your wealth are our utmost priority. As one of the premier private banks catering to Ultra High Net Worth (UHNW) clients, we are dedicated to providing unparalleled service and support tailored to your unique requirements. Join us in experiencing a world of bespoke financial solutions crafted just for you.

The distinction of being a family-controlled enterprise bestows upon us the privilege to prioritize long-term growth, unburdened by the constraints of short-term thinking. This grants us the resilience to cultivate stability and sustainability in our business model. As we gaze ahead into the future, we hold dear the trust that our clients have placed in us. This trust inspires us to persistently evolve, innovate, and drive forward while upholding our timeless principles and values. In a landscape of constant change, we remain steadfast, ever guided by our legacy, principles, and values as we forge ahead into the coming years.

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