AES is at the vanguard of a profound shift in financial services. AES was founded by Sam Instone in 2004, following the end of his commission in the British Army. Sam joined the international financial services sector and saw that much could be done to improve the experience of expatriates.

Together with other former British military veterans, he developed an industry-leading business. One which placed the client’s needs above those of the firm. Focusing on scientific, evidence-based processes with proven credentials.

AES is about helping you achieve a better future through a purposely different approach. Here are some of the reasons why you should consider AES as your financial planning partner.

  • Only CEFEX (center for fiduciary excellence) certified Fiduciary within Asia, the Middle East, and Africa (AMEA)
  • The only member of the Global Association of Independent Advisors (GAIA) within AMEA
  • Only fee-based planning firm within the GCC
  • 1st international specialist within the UK to obtain Corporate Chartered status
  • 1st US-style, global Registered Investment Adviser (RIA) within AMEA

For more information on AES, please contact us.


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