Wealth management is a holistic approach to managing an individual’s financial life, encompassing various aspects such as investment planning, tax optimisation, estate planning, risk management, and retirement planning. The primary goal of wealth management is to preserve and grow an individual’s assets while minimising risk, taking into account their unique financial situation, goals, and risk tolerance.
By collaborating with a team of financial professionals, including financial advisors, tax consultants, and estate planners, individuals can create a comprehensive and tailored wealth management strategy that evolves over time, ensuring their long-term financial well-being and helping them achieve their financial objectives. Wealth management empowers individuals to make informed decisions about their finances, enabling them to build a secure future for themselves and their loved ones.
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.