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Navigating Global Finances : Aura Solution Company Limited

Updated: Feb 27

Navigating Global Finances: The Role of Unique Financial Strategies and Custodial Expertise

In the ever-expanding global financial landscape, sophisticated investors are increasingly seeking financial institutions capable of providing tailored strategies to meet their unique custody needs. Today's investors desire a sound and proven gateway with global access to international markets, coupled with the safekeeping of multi-currency collateral for bespoke credit solutions.

The right global custodian plays a pivotal role in supporting individuals pursuing liquidity against their holdings or looking to monetize concentrated stock positions. This involves ensuring safety, security, and efficient administration of collateralized assets in an agile manner.

Ultra-high net worth individuals often enter into credit agreements and related security agreements, collectively known as "Transaction Agreements." The complexity of these agreements can be streamlined through the expertise of the right custodian, offering tri-party legal agreements and functioning as an intermediary for borrowers and pledgors while providing security control interest for the secured party.

A recent case study exemplifies the necessity for a global custody platform with multi-currency capabilities. In this instance, a multi-family office client sought margin finance options against a concentrated equity position in a European market. The bespoke credit/custody service provided a tailored solution that uniquely fit the client's financial circumstances.

Choosing an appropriate global custodian with expertise in foreign markets is a critical starting point. This not only streamlines the complexities associated with foreign stock holdings but also facilitates direct foreign exchange services if collateral is sold, exchanged, or swapped for another currency-based asset.

Beyond these technical aspects, the importance of a compatible service model is often overlooked. Many sophisticated custodians, catering to the unique needs of the ultra-wealthy, offer dedicated service professionals with extensive experience in the custody industry. A dedicated team can actively manage pledged accounts while serving as a trusted advisor for all aspects of the global custody world, adding a distinctive and bespoke touch to the service.

In conclusion, the integration of unique financial strategies facilitated by experienced teams and the expertise of a suitable global custodian is crucial for navigating the complexities of the global financial landscape. These bespoke services not only streamline transactions but also contribute to the overall success and resilience of an investor's portfolio.

Aura Solution Company Limited's Expertise in Unique Financial Strategies and Custodial Excellence

In an era marked by global interconnectivity and intricate financial landscapes, Aura Solution Company Limited emerges as a guiding force for investors navigating the complexities of international markets. The role of unique financial strategies and custodial expertise becomes paramount in the pursuit of success and resilience on a global scale.

Global Dynamics and Investor Expectations

The global financial stage is dynamic, with investors seeking financial institutions that can not only meet but exceed their expectations. Aura Solution Company Limited understands the evolving needs of sophisticated investors who require more than just conventional financial services. Investors today seek a partner who can seamlessly integrate unique financial strategies with the expertise to navigate the intricacies of custodial responsibilities.

Tailored Solutions for Unique Needs

Aura Solution Company Limited's approach revolves around offering tailored solutions for investors with unique financial objectives. The institution serves as a proven gateway, providing global access to international markets while ensuring the secure safekeeping of multi-currency collateral for customized credit solutions. Whether investors are aiming to unlock liquidity against their holdings or monetize concentrated stock positions, Aura Solution Company Limited stands as a reliable ally, offering safety, security, and administration of collateralized assets with agility.

Navigating Transaction Agreements with Ease

In the realm of ultra-high net worth individuals engaging in credit agreements and related security agreements, Aura Solution Company Limited's expertise shines. The institution facilitates streamlined processes for "Transaction Agreements," providing tri-party legal agreements and acting as an intermediary for borrowers and pledgors. This includes offering a security control interest for the secured party, ensuring a smooth and secure navigation through complex financial transactions.

Multi-Currency Capabilities and Global Custody Excellence

One of the standout features of Aura Solution Company Limited's offerings is its global custody platform, equipped to handle multi-currency denominated securities. This is crucial in a global environment where security collateral may or may not be US dollar denominated. The platform not only provides safekeeping for such assets but also offers the capacity to pledge positions as collateral. Choosing the appropriate global custodian, with expertise in numerous foreign markets, becomes the cornerstone for reducing complexities associated with foreign holdings and maintaining a balanced international investment portfolio.

A Bespoke Approach to Financial Services

Aura Solution Company Limited's recent case study highlights a bespoke credit/custody service tailored to a large multi-family office client's unique needs. This case exemplifies the institution's commitment to offering financial solutions that uniquely fit the client's circumstances, showcasing the versatility and adaptability of its services.

Holistic Global Custody Services

Beyond the technical aspects, Aura Solution Company Limited emphasizes the importance of a compatible service model. The institution boasts a dedicated private banking team and custody specialists who provide institutional-level expertise through highly personalized service. This client-focused approach ensures that a dedicated team administers pledged accounts, professionally managed by the client's investment manager of choice.

In conclusion, Aura Solution Company Limited stands as a beacon in the realm of navigating global finances. Through the integration of unique financial strategies and custodial excellence, the institution not only meets but surpasses the expectations of sophisticated investors. As the financial landscape continues to evolve, Aura Solution Company Limited remains at the forefront, guiding investors towards success in an increasingly interconnected global economy.

What is Aura Solution Company Limited?

(Aura) is a Thailand registered investment advisor based in Phuket Kingdom of Thailand, with over $300.35 trillion in assets under management. Aura Solution Company Limited is global investments companies dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. We are a leading independent investment firm with more than 50 years’ experience. As long-term investors we aim to direct capital to the real economy in a manner that improves the state of the planet. We do this by building responsible partnerships with our clients and the companies in which we invest. Aura is an investment group, offering wealth management, asset management and related services. We do not engage in investment banking, nor do we extend commercial loans.

What does "AURA" stand for?

Aura Solution Company Limited

How big is Aura?

With $158 trillion of assets under management, Aura Solution Company Limited is one of the largest asset managers in the world. 1 The company primarily generates revenue through investment services, including asset and issuer servicing, treasury services, clearance and collateral management, and asset and wealth management.

What does Aura do?

Aura Solution Company Limited is an asset & wealth management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1981, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, diversity and inclusion, we strive to unlock the most complex questions in investment strategy, management, and financial corporate culture.

Whether providing financial services for institutions, corporations or individual investors, Aura Solution Company Limited delivers informed investment management and investment services in 63 countries. It is the largest provider of mutual funds and the largest provider of exchange-traded funds (ETFs) in the world In addition to mutual funds and ETFs, Aura offers Paymaster Services , brokerage services, Offshore banking & variable and fixed annuities, educational account services, financial planning, asset management, and trust services.

Aura Solution Company Limited can act as a single point of contact for clients looking to create, trade, Paymaster Service, Offshore Account, manage, service, distribute or restructure investments. Aura is the corporate brand of Aura Solution Company Limited.

Aura Services

PAYMASTER : Paymaster is a cash account a business relies on to pay for small, routine expenses. Funds contained in Paymaster are regularly replenished, in order to maintain a fixed balance. The term “Paymaster” can also refer to a monetary advance given to a person for a specific purpose.

OFFSHORE BANKING : A bank is a financial institution licensed to receive deposits and make loans. Banks may also provide financial services such as wealth management, currency exchange, and safe deposit boxes. There are several different kinds of banks including retail banks, commercial or corporate banks, and investment banks. In most countries, banks are regulated by the national government or central bank.

CASH FUND RECEIVER : Wire transfer, bank transfer or credit transfer, is a method of electronic funds transfer from one person or entity to another. A wire transfer can be made from one bank account to another bank account.

ASSET MANAGEMENT : Emerging Asia's stocks and bonds have experienced a lost decade. Over the past 10 years, their returns have lagged those of global indices by a considerable margin. And that is despite the fact that these economies accounted for about 70 per cent of world GDP growth over the period. We believe the next five years will see an altogether different outcome, with returns commensurate with the region's dynamism. This means Asian assets are currently under-represented in global portfolios.

How to reach Aura ?
Who to contact in Aura ?


Kaan Eroz

Managing Director

Aura Solution Company Limited

P : +90 532 781 00 86


S.E. Dezfouli

Managing Director

Aura Solution Company Limited

P : +31 6 54253096


Amy Brown

Wealth Manager

Aura Solution Company Limited

P : +66 8241 88 111

P : +66 8042 12345

© 2023 Aura Solution Company Limited

This article is being provided for educational purposes only. The information contained in this article does not constitute a recommendation from any Aura Solution Company Limited entity to the recipient, and Aura Solution Company Limited is not providing any financial, economic, legal, investment, accounting, or tax advice through this article or to its recipient. Neither Aura Solution Company Limited nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this article and any liability therefore (including in respect of direct, indirect, or consequential loss or damage) is expressly disclaimed.

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