Working with a fiduciary

Committed to you

Fiduciary relationships exist outside of financial advisory services, typically in places where a high level of trust is required:

  • Board members may have a fiduciary duty to their companies.

  • Trustees owe fiduciary duties to their beneficiaries.

  • Retirement plan administrators typically have a fiduciary duty to their company’s employees.

Not all advisers are fiduciaries. If your financial adviser doesn’t have a fiduciary duty to you, they may be able to recommend investments or products that pay them a more significant commission or fees over ones that would be the best fit for you.

Fiduciaries have a bond of trust with clients and must avoid conflicts of interest. Financial advisers and planners who are fiduciaries must only buy and sell investments that best fit their clients.

This creates a problematic situation for you, the investor. How do you know whom to trust? How do you recognize a fiduciary when you see one? 

As fiduciaries we are:

  • The 1st international specialist within the UK to obtain Corporate Chartered status

  • The only CEFEX (centre 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

  • 1st US-style, global Registered Investment Adviser (RIA) within AMEA

CEFEX

Certified firms volunteer to be comprehensively assessed and audited by CEFEX®, The Centre for Fiduciary Excellence, each year.
Certification helps determine the trustworthiness of investment fiduciaries.

Trust is everything in wealth management and financial planning.

AES was the first and remains the only firm in the AMEA (Asia, the Middle East and Africa) region to meet this standard of excellence.
The CEFEX certification ensures that the advisor has prudent fiduciary practices and a culture of excellence supported by documented and structured processes. Giving you the peace of mind and the trusted relationship you should expect from your financial planner.

Are we right for you?

Find out if we’re a good match for your needs.

Testimonials

I feel I have received the best advise I could have had and feel that my pension is now much better off than it was before I started to work with Jessica.

I feel I have received the best advise I could have had and feel that my pension is now much better off than it was before I started to work with Jessica.

From the start she gave open, honest and good advice. She answered all my questions clearly and helped me understand my options

From the start she gave open, honest and good advice. She answered all my questions clearly and helped me understand my options

Jessica was great, she provide guidance and advice in a way that was easy to understand. She is always available to answer my questions, offer advice and help solve any issues.

Jessica was great, she provide guidance and advice in a way that was easy to understand. She is always available to answer my questions, offer advice and help solve any issues.

Jessica provided excellent impartial sound financial advice that we have been following to great effect for the past 5-years.

Jessica provided excellent impartial sound financial advice that we have been following to great effect for the past 5-years.