Our Services
The Aurellan team are deeply experienced in working with family trusts, iwi, land trusts, charitable trusts, superannuation schemes and other wholesale clients. Our approach is highly tailored to each investor with attention paid to ensuring investors utilise structures which are tax effective.
Aurellan offers the following services to wholesale clients, as well as Managed Funds for retail clients:
Our FSP
Implemented Consulting
Aurellan’s implemented consulting (OCIO) service goes beyond traditional investment consulting by not just advising but taking accountability for outcomes. Instead of leaving execution to trustees or committees, Aurellan acts with discretion to keep portfolios aligned in real time, reducing governance burden and fiduciary risk. Clients benefit from global research through our Wilshire partnership, combined with independent New Zealand ownership and meaningful co-investment from our founders, ensuring strong alignment. Portfolios are tailored to each client’s purpose — whether income for charities, intergenerational wealth for iwi, or capital preservation for family offices — and are executed with transparency, speed, and professional oversight.
Portfolio Management
Aurellan’s portfolio management solutions are built to deliver enduring outcomes through disciplined investment design and execution. We construct and actively manage diversified portfolios tailored to each client’s objectives, balancing growth, income, and risk management in line with their purpose. Drawing on Wilshire’s global manager research and Aurellan’s deep local experience, we access world-class opportunities while maintaining independence and transparency. Our founders’ significant co-investment ensures strong alignment, while our focus on responsible investment and clear reporting gives clients confidence that every decision supports their long-term mission.
Managed Funds
Aurellan offers managed fund solutions to clients through retail managed funds which are assessable to a wide range of investors via platforms and directly with us. The Aurellan Global Shares Fund is available to investors in both hedged and unhedged funds.
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