Global wealth management and employee benefits

Global wealth management and employee benefits

Wealth management

Only CEFEX certified Fiduciary financial planner within Asia, the Middle East and Africa (AMEA)
Only Global Association of Independent Advisors member (GAIA) in AMEA
Evidence based investing philosophy (only one in AMEA) and exclusive access to investment solutions not available through other firms (Dimensional Fund Advisors)
First transparent, fee-based financial planning expert firm within the GCC
First US-style, global Registered Investment Adviser (RIA) and wealth management adviser within AMEA

Get the highest standards of financial advisory and group medical insurance services from the Middle East's only CEFEX-certified fiduciary. Globally-minded families benefit from complete transparency and trust, with your interests always coming first. Your financial journey is supported by independent, evidence-based strategies carefully tailored to your goals by expert financial consultants. Experience more than just financial advice – gain clarity, confidence, and control over your financial future with AES, where your success drives everything.

Andrew-Hallam-testimonial-new

"I've waited for a long time for such a group to emerge. AES isn't just a pioneer, it's a bright light of integrity."

ANDREW HALLAM

Amazon best-selling author

Mick-Todd-testimonial-new

"I absolutely love working with AES. Their mission of Positive Change is a real inspiration to me."

MICK TODD

Executive coach and founder of 2b Limitless

Robin-Powell-testimonial-new

"Their focus is on you and your aspirations - and they'll use an evidence-based approach to help you reach those goals."

ROBIN POWELL

Journalist and editor of The EBI

19 May 2025 | Sam Instone

The buy-to-let myth: Property investment vs. pension returns

If you spend enough time around successful professionals, property comes up. Again and again. Especially buy-to-let. It feels soli...

12 May 2025 | Andrew Hallam

Will your children and grandchildren squander the wealth you build?

You pull into your driveway after a long day at work. After grabbing a quick drink, you look around the house. Your kids don’t hav...

05 May 2025 | Sam Instone

10 investments you THINK are safe (but actually aren't)

Many investors believe they’re playing it safe when it comes to their money. This often stems from a well-documented psychological...

The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or, representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by AES to be reliable and AES has reasonable grounds to believe that all factual information herein is true as at the date of issue. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorised reproduction or transmitting of this material is strictly prohibited. AES accepts no responsibility for loss arising from the use of the information contained herein.

‘AES’ refers to the AES Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are AES Middle East Insurance Broker LLC registered with the UAE Ministry of Economy, United Arab Emirates, Licence no. 571368, and Commercial Registration no. 75162 and regulated by the UAE Central Bank license no. 189; AES Financial Services Limited, incorporated and registered in England and Wales with company number 06063185, authorised and regulated by the UK Financial Conduct Authority FRN: 464494; AES Financial Services (DIFC) Ltd, registered in the Dubai Financial Centre (DIFC) as a foreign company, license no.2128, and regulated by the Dubai Financial Services Authority (DFSA) Reference No F003476; AES International Limited, a private company incorporated and registered in the British Virgin Islands with company number 1839872; AES International Global Limited, a private company incorporated and registered in the British Virgin Islands with company number 1887885. Please visit our authorisations page for further information on regulation, redress and accessibility.

If you are outside the UK and we advise you or carry out other business, nearly all the rules, regulations and arrangements made under the UK regulatory regime (including the rules made by the FCA and the dispute resolution process provided by the UK Financial Ombudsman Service) will not apply to most aspects of the service you receive, such advice or business being provided from outside the UK. You should therefore clearly understand such rights and protection as are afforded in the jurisdiction where you receive advice. Local law, regulation and redress processes will apply in almost all cases, and will be different from that of the UK.

RISKS

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than the capital invested. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful. For further information, please click here.