Asset Management / Portfolio Management

Service Introduction and Overview

Service Introduction and Overview

We provide customized portfolio management for institutional investors, family offices, and high-net-worth individuals, covering equities, bonds, commodities, and alternative assets. Combining active management with quantitative analysis, we pursue long-term, stable returns.
Core Competencies and Differentiated Advantages

Core Competencies and Differentiated Advantages

Dual Market Expertise: Deeply rooted in U.S. and Japanese equity markets, blending global reach with regional depth. Proprietary InvestNav™ System: Dynamically monitors portfolio risks and opportunities. Multi-Strategy Portfolios: Flexibly combining value investing, growth strategies, hedging, and arbitrage.
Target Clients

Target Clients

Family offices seeking stable returns High-net-worth clients seeking diversified asset allocation International institutions seeking to build cross-regional portfolios.
Case Study

Case Study

A Japanese family office optimized its traditional real estate and bond holdings through our portfolio management into cross-market equities and hedge funds, achieving an average annualized return of 12.6% over three years while effectively limiting drawdowns to within 8%.
Investment Process

Investment Process

Needs Assessment → Risk Tolerance Evaluation → Strategy Design → Portfolio Execution → Ongoing Monitoring and Rebalancing.
Risk Disclosure

Risk Disclosure

Market investments involve fluctuations and uncertainties; past performance is not indicative of future results. Wealth Management / Private Client Advisor.

Service Title Two

Service Introduction and Overview

Service Introduction and Overview

We provide private clients and families with comprehensive wealth planning across their entire life cycle—from asset allocation and tax planning to family trusts and succession solutions—balancing growth with secure inheritance.

Core Competencies and Differentiated Advantages
Holistic Perspective: Integrated services spanning investment, legal, tax, and family governance.
Tailored Solutions: Customized plans aligned with each client’s unique objectives and family structure.
Long-Term Partnership: Periodic reviews and intergenerational succession support.

Target Clients

Target Clients

Entrepreneurs seeking cross-border asset allocation
Families seeking second/third-generation wealth succession
High-net-worth clients seeking both security and growth

Case Study
An Asia-Pacific entrepreneur utilized our planning to distribute family assets across trusts, USD bonds, and long-term equity investments, achieving intergenerational wealth transfer while optimizing cross-border asset liquidity within tax compliance parameters.

“Stability-Growth-Succession” Three-Stage Wealth Advisory Model

Risk Management / Hedging / Derivatives

Service Introduction and Overview

Service Introduction and Overview

Assisting enterprises and investors in navigating market volatility, interest rate fluctuations, exchange rate risks, and other uncertainties. Protecting assets and cash flow stability through hedging strategies and derivative instruments.
Core Capabilities and Differentiated Advantages

Core Capabilities and Differentiated Advantages

Customized Derivatives: Covering options, futures, swaps, and structured products. Real-Time Risk Modeling: Predict potential risks through quantitative modeling. Enterprise-Level Solutions: Supporting multinational corporations with currency and commodity hedging.
Target Clients

Target Clients

Cross-border enterprises with import/export operations Hedge funds and professional investment institutions Enterprises and family offices exposed to exchange rate and interest rate risks
Case Study

Case Study

A manufacturing exporter reduced its foreign exchange risk exposure by 70% during a period of strong US dollar through our hedging strategy, successfully locking in annual profit margins.
Consulting Framework

Consulting Framework

Risk Identification → Sensitivity Analysis → Instrument Selection → Strategy Execution → Continuous Monitoring.
Risk Disclosure

Risk Disclosure

Derivative investments are complex and carry high risks, potentially leading to loss of principal.

Risk Management / Hedging / Derivatives

Service Introduction and Overview

Service Introduction and Overview

We provide strategic financing, M&A restructuring, cross-border investment, and capital market integration services to growth-stage enterprises and established institutions, supporting business expansion, transformation, and value re-evaluation.
Core Competencies and Differentiated Advantages

Core Competencies and Differentiated Advantages

Cross-Border Network: Deep collaboration with U.S. and Japanese capital markets and investment banks. Industry Expertise: Focused on technology, healthcare, energy, and consumer sectors. End-to-End Support: Comprehensive assistance from preliminary due diligence to post-transaction integration.
Target Clients

Target Clients

Enterprises seeking capital market financing Growth-stage companies planning cross-border M&A Family-owned businesses requiring restructuring and strategic realignment.
Featured Case

Featured Case

With our advisory support, an Asian technology company completed the acquisition of a Silicon Valley startup, entered the global AI industry value chain, and successfully closed a pre-IPO financing round on NASDAQ.With our advisory support, an Asian technology company completed the acquisition of a Silicon Valley startup, entered the global AI industry value chain, and successfully closed a pre-IPO financing round on NASDAQ.
Consulting Framework

Consulting Framework

Strategic Diagnosis → Financing/M&A Pathway Design → Due Diligence & Valuation → Negotiation & Execution → Integration & Follow-up.
Risk Considerations

Risk Considerations

M&A and financing involve complex legal, policy, and market risks and must be advanced prudently within a compliance framework.
Compliance Statement

Compliance Statement

All services provided by Aureus Advisors comply with the financial and legal regulatory frameworks of relevant countries and regions. All investment recommendations are for informational purposes only and do not constitute any buy or sell advice. Clients should consult independent legal, tax, and financial advisors before taking any investment actions.
Insights / Research

Insights / Research

At Aureus Advisors, we firmly believe that forward-looking insights and rigorous research are central to creating value for our clients. This section is dedicated to sharing our professional perspectives and exclusive research findings on global capital markets, helping clients identify trends, understand risks, and make better investment and strategic decisions.