Expat Financial Advice From AES International

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+34 (0) 965 994 846

Wealth Management

Wealth Management is what we, here at AES, are best at. The term ‘Wealth Management’ describes the financial services and estate planning services that are delivered to our high net worth investors which are customized to fit their bespoke, particular, needs.

When assessing which style of wealth management will work best for you, we will work hard to consider various factors including your current wealth, your attitude to risk and your specific financial goals. Where some clients may be interested in multi-generational wealth management, others may have more immediate or short term needs. Within AES, our Private Client Advisers are financial experts in wealth management with the very latest and advanced industry qualifications. As certified financial planners you can rest assured that we have the experience and credentials to best manage your, and or your family’s, wealth. Alongside the financial planning needs, which our wealth management clients will have, we will facilitate and orchestrate access to other professional advisers in order to enhance and compliment our globally recognised wealth management service.

To take advantage of AES Wealth Management, you do not have to be a multi-millionaire or celebrity. Our wealth management service is personalised to each and every customer, we are not a ‘one size fits all’ wealth manager.

When you choose to entrust AES with your wealth management needs you can rest assured knowing that all of your financial needs are covered from A to Z. At any time, you can pick up the phone and call the Private Client Adviser assigned to your account to discuss your portfolio and any changes you would like to make.

Contact us today to discover how we can best assist you in protecting, managing and passing on wealth.

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