Wealth Management
AES International provide uniquely integrated financial solutions to help you understand, protect and build your assets.

Through a single point of contact our advisers deliver the most professional and client driven financial planning and independent wealth management service to save you time and ensure you make money. From our network of worldwide offices we ensure a pre-eminent level of service and provide complete peace of mind.

All of our financial planners hold both UK and internationally recognised qualifications giving us one of the most experienced teams available.


Key Benefits

• A uniquely integrated approach to all your financial needs
• Exceeds existing international wealth management and financial planning standards
• Initial financial review, lifetime strategy meetings and a personalized financial plan
• Exceptional levels of service
• Regular review meetings and telephone/email access to your dedicated Private Client Adviser
• Accessible and transparent fee structure for every client
• Total peace of mind to know that your position is properly protected and your assets are working as efficiently as possible

Services
Most clients find it helpful to adopt an integrated approach to financial management. AES has developed this concept further to create our 'Total Wealth Management' solution. This combines all of our clients' needs into a single platform to ensure they have a dedicated, centralised point of contact for all their financial requirements.

Services include

• Financial planning and management
• Private Banking Managed Accounts
• Portfolio and Investment Management
• Pension and Retirement Planning
• Director and Partner Pension Structuring
• Life, Health and Income Protection Cover
• Mortgage Finance Options and Arrangement
• Cash Flow Management
• Estate Planning and Trustee Services
• International Cross Border Services
• Tax Planning and Accountancy

Our services ensure maximum efficiency and deliver both short and long term benefit.

Adding Value & Focus
We believe in getting the very best terms for our clients and delivering as much value as possible. As a global intermediary we have privileged access to many banks, investments and planning
structures. We pass this on to our clients and provide a dedicated point of contact for all your financial needs to ensure you receive an unrivalled service - and complete peace of mind.


...With Transparent Costs
We believe in complete transparency, which is why we tell you about everything we do. This includes how we are remunerated. Unlike some banks, financial advisers or stockbrokers we don't accept high upfront commissions or 'over manage' your account.

This means you simply pay a monthly fee, or if greater, 1% p.a. of the value of the assets for which AES provides advice. This method of remuneration is highly competitive, aiming to simply cover our costs and make a small transparent profit, rather than pay sales bonuses like many businesses. When we invest your money into our model portfolios of funds via a preferred investment platform We will not make any charge. To put this into perspective - a typical high street commission for an investment of £100,000 can be as much as £7,000! This is further testimony of our 'low fee, high growth' approach to Total Wealth Management.