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Andrew (4)

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.

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Overview

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