AES Int'l granted chartered status by UK's CII

Added 18th July 2016

UK-headquartered AES International, which provides financial advice to expats across the Middle East, has been granted corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).

AES Int'l granted chartered status by UK's CII

It comes just weeks after the firm opened a new office in the Dubai International Financial Centre (DIFC) where it also gained a licence from the Dubai Financial Services Authority (DFSA).

The DFSA licence is in addition to its long-standing licence as a brokerage firm from the United Arab Emirates (UAE) Insurance Authority, which allows it to provide advice to clients across the country and access the products of international life companies regulated by the Abu Dhabi-headquartered authority.

AES International said it is the first independent financial planning firm of its type to “deliver fully chartered services” to expats in the MENA region.

The firm added that it has committed to having 75% of its advisers holding Chartered Financial Planner status by 2017.

Just 5% of UK firms have qualified for the profession’s 'Gold Standard', according to AES.

AES chief executive Sam Instone, said the chartered status is yet “another milestone” for achieving the firm’s mission to “disrupt the status quo of traditional expat investing”.

“We believe that international investors deserve better and we are committed to providing them with a flexible and transparent service,” he said.  

Rory Gilbert, managing director of the Middle East branch, said: “We have always believed that international investors require assurances that their hard-earned cash is well managed in safe hands; we are delighted to have received the highest level recognition from the UK CII, which we believe provides customers with further evidence of our integrity and excellent capabilities."

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Monira Matin

Senior Reporter

Monira joined International Adviser in March 2016 from Informa Global Markets where she worked as a eurobond reporter for over two years, covering fixed income markets. She has previously held a number of editorial positions covering politics, insurance and technology. Monira has a degree in Journalism and Economics from City University.


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