Financial Advisers

International advisers and financial intermediaries have been poorly served in the past. The market has been dominated by sales orientated brokerages, ineffective networks, smaller cottage industry companies and one man bands.

AES have a completely unique value proposition which is designed to attract and develop the highest calibre of partners worldwide.

Our goal is quality in all that we do, and to achieve this requires a strong association of like-minded professionals. Our proposition – The AES Partnership delivers exactly this – a highly differentiated approach that turns established industry practices on their head and ensures greater opportunity, support and responsibility to advisers and clients alike.

AES aim 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 and highly defined partnership process.

By leveraging AES expertise and economies of scale, you can concentrate on your core competencies and profit centres.

Our model is constantly evolving but the principles remain the same:

  1. To increase the short term profit margin and long term value of companies and advisers that focus on the provision of financial services to private clients and companies with cross border, in-patriate, expatriate, offshore or multi-jurisdictional needs.  This includes the provision of realistic and deliverable exit-strategies.
  2. Establishing a unique network that focuses solely on servicing this market segment means we can collectively share expertise, pool resources and collaborate to substantially increase professionalism and the benefit that we deliver to clients.

These services are based upon three general areas of business enablement:

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Available propositions include:

  • Model A – ISP/WRAP Platform, White label, Partner Firm
  • Model B – Professional Partner – Branch Office, Tied Agent or Authorised Representative
  • Model C – Professional Contractor/Tied Agent

Our clients are looking for all-round excellence from their service provider, and together with their underlying clients are looking for service resilience, precision and security.  We take great pride in delivering a flexible, responsive and above all a professional service.