Important Information

Legal and Regulatory Disclosures

Please read this information carefully. It sets out the nature and limits of our services.

Nature of our services

What we do and do not do

Aureline Wealth is an independent consultancy with international banking ties and connections. At a client’s own initiative, we make introductions to private, commercial and investment banks and to specialists across jurisdictions, on a reverse-solicitation basis. Aureline Wealth does not hold, custody or manage client assets and does not provide investment advice.

Our services are advisory, coordinating and introductory in nature. Any banking, investment or custody service is provided solely by the relevant institution, under its own authorisation and terms.

Company details

Registration details

Company and registration details are provided in our client documentation and are available on request.

Third parties

Introductions and conflicts of interest

Where we introduce a bank, asset manager, law firm, trustee or other provider, the client contracts directly with that provider, which is solely responsible for its services. [CONFIRM: conflicts-of-interest policy and disclosure of any remuneration from third parties.]

Website

Use of this website

Content on this website is general information only and does not constitute an offer, solicitation, or investment, legal or tax advice. [CONFIRM: governing law, complaints procedure, cookie policy and privacy policy links.]

Important information

Aureline Wealth is an independent consultancy with international banking ties and connections. At a client’s own initiative, we make introductions to private, commercial and investment banks and to specialists across jurisdictions, on a reverse-solicitation basis. Aureline Wealth does not hold, custody or manage client assets and does not provide investment advice. Any introduction to a bank, asset manager, law firm, trustee or other third party is made for the client’s own evaluation; the client contracts directly with that party, which remains solely responsible for its own services.

Nothing on this website constitutes an offer, a solicitation, or investment, legal or tax advice. Content is provided for general information only and may not be suitable for every jurisdiction or person. Company and registration details are provided in our client documentation and are available on request. Aureline Wealth currently works with families based in Greece and elsewhere in Europe.