AES wasn't built to sell financial or insurance products. It was built to positively change how advice is done. This is the story of why, and the standard that's defined the firm ever since.
The financial services model wasn't only failing individuals.
It was failing employers too.
Around a decade ago, AES saw the same broken pattern playing out in employee benefits. Companies were sold group medical insurance by brokers who placed a policy, disappeared until the next renewal, and left everything in between, the claims, the questions, the admin, to fall on HR.
The insurance existed, but nobody was managing it, and no one was thinking about employees' health as anything more than a policy to be renewed each year.
So AES built an Employee Benefits Consultancy to do for employers what it had already done for families: replace a transactional, once-a-year relationship with genuine, year-round guidance. Not placing a policy, but building a comprehensive employee healthcare strategy, and treating a company's people with the same care AES brings to its private clients.
Two kinds of clients, one conviction: that this work should be a profession built around you, not an industry that sells to you.
The only regional member of the Global Association of Independent Advisors
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