AES have a unique service proposition which is designed to attract and retain the highest calibre partners worldwide. Our aim is to help successful private client advisers, intermediaries and existing advisory firms deliver value-added services to investors, reduce operational costs, and meet regulatory requirements through a transparent, partnership process.

The AES framework includes detailed consideration to the following:

Client Proposition; Multi-Currency Investment Processes; Marketing and Business Development; Compliance; Training and Competency; Recruitment; Technology; Business Analysis and Benchmarking; Remuneration Structures and Succession Planning.

Every aspect is designed to deliver transparent value added benefit which increases both the short and long term value of your business. By leveraging our professional expertise and economies of scale, you can concentrate on your core competencies and profit centres. Streamlined infrastructure saves management time, reduces processing/operating costs, and scales easily to support your business’s growth and value.

Key focus points include:-

• Business Terms
• Compliance
• Training and Competency
• Technology Solutions/Platforms
• Online Business Submission
• Human Resource and Management
• Administration
• Professional Investment Planning Processes
• Wealth Management and Execution Services
  • Asset Servicing
  • Cash Processing
  • Clearance and Settlement
  • Custody
  • Trade Capture and Support
    
• Fee Generation and Tracking
• Business Process Financials
• Legal/IP Support
• Proactive Marketing Solutions
• Strategic Development