Andrew Bates
MBA TEP
Managing Director
- Financial Life Management
- 34 years of experience
Bringing over thirty years of experience to bear on the complex, cross-border financial lives of successful families.
Connect on LinkedInOverview
With over three decades of international private banking and wealth advice experience, Andrew leads AES's private wealth and family office services. Having worked across the Isle of Man, South Africa, the UK, UAE and Asia, he brings a rare combination of global perspective and genuine human-first thinking to the most complex wealth challenges facing internationally mobile families - helping them find clarity, confidence, and control in their financial future.
Experience
Andrew spent 21 years at Nedbank Private Wealth, most recently as Head of the Middle East and Asia, before joining AES in 2025. Prior to that, he held senior positions at Lloyds Banking Group for 12 years. Across both, he built a career advising high-net-worth and ultra-high-net-worth families on some of the most complex aspects of global wealth - from investment management and trust structuring to property lending, deposit strategies, and immigration-linked planning. He joined AES because he wanted to offer something the private banking world rarely could: advice built entirely around the client, not the institution.
Credentials
Executive MBA - London Business School
TEP (Trust and Estate Practitioner)
Specialisms
Private wealth & family office
Trust structuring & estate planning
Cross-border wealth planning
Ultra-high-net-worth client advisory