If time is short, you don’t enjoy managing your own investments or tax and financial matters are overwhelming or complex, it could be time to delegate to professional managers.
For clients with in excess of £500,000, or currency equivalent, AES International provide a discretionary portfolio management service, fully managed to meet your individual needs. This looks after your money over the long term making all the investment management decisions to meet your goals.
Professional advice to identify the right investment strategy for your needs.
Ongoing active management of your portfolio.
Removal of the administrative burden.
The efficiency of our investment structures also helps to manage your currency risks.
We can work with your other professional advisers to whatever extent you want us to which may help with tax planning.
For families, we can manage your investments as a whole – an integrated plan to make the most of tax positions and reduce costs.
Clear and competitive costs.
Online monitoring, 24 hours a day.
“A discretionary managed service offers peace of mind that your investments and pensions are being expertly managed on your behalf.”
David Norton, Head of Investment Services at AES International
This is for clients who have made their money and for those who are still making it. It is right if you want investment help from highly experienced professionals.
You get the discipline and rigour of a uniform investment process with the flexibility inherent in a truly bespoke service. We will literally do it the way you want; lots of contact by phone or in person, or little contact; meeting in our offices or in your home; lots of investment updates and comment or just an annual one.
"Completely stress free with totally professional & friendly people on the phone, the speed, ease & conduct of AES International was a like a breath of fresh air."
“The fact that AES International is so highly regulated, has won a lot of awards, is a large, completely and utterly transparent international business has given me genuine and well-founded peace of mind – my daughter’s future is safe and secure.”
“AES International provide professional care of your investment portfolio, letting you feel comfortable your assets are in good hands.”