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Independent investment and insurance advice

Financial services providers can often appear similar and not always very interesting.  AES believe nothing can be further from the truth and our role is to both interest and educate you in these critically important areas.  We believe our organisation is highly distinguished by our structure, our people, our processes, our culture and our DNA.  Below, we summarise what makes AES fundamentally different from our peers, and most importantly, how this benefits our clients.

  Features Benefits for our clients
  • Independent

Independence ensures unbiased and beneficial client outcomes.

Our structure confers stability, minimises corporate distractions and helps us attract, motivate and retain the most talented people.

  • Territory and Sector Specific Teams
  • Investment and Insurance is our main business

Our specialist advisers have a deep understanding of the geographical areas or industry/professional sectors they serve.

We deliver peace of mind and security by saving time, making money and ensuring families are protected.

Global Perspective
  • Licensed in 34 jurisdictions
  • Worldwide network of offices
  • Expertise in USD, EUR, GBP and CHF

We are a global business for international clients. Our worldwide network of offices helps us remain close to clients and their needs whilst retaining local expertise.

Multi-Award Winning
  • Winner Financial Times New Breed Adviser Award.
  • The Sunday Times Virgin Fast Track Fastest Growing UK private financial services firm in 2011 and 2012
  • Multiple short-listings and professional accolades

We have the knowledge, experience and judgment to make the right decisions for our clients and our people. Our leadership team has the experience, skills and perspective to manage the business.

Proven investment proposition
  • Central investment location supports effective decision-making
  • Qualitative and quantitative approach
  • Committee oversight and due diligence

AES focuses on the ensuring the contents of a product or wrapper meet your expectations – not the sale of the product itself.

We are passionate about a highly-differentiated process which achieves the outcomes you want.

Our superior investment process adds real value for our clients.

Alignment of interests
  • Transparent choice of charging structures – fees, commission or performance-based compensation at every level
  • Disciplined, risk-based approach to everything we do
  • Passionate, mission driven culture

Our policies, procedures and culture all align our interests with those of our clients. We only succeed if our clients succeed and are happy to advise our clients as we would act for ourselves.

A People Firm
  • Investors in People Champions
  • Individual selection process
  • UK qualification framework
  • Ongoing training

Relationships and people are the key to our collective futures and our approach delivers professionals of the highest calibre, free to act in their clients' best interests.

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