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AES International renews Centre for Fiduciary Excellence certification

By Beth Brearley, 9 Apr 26

AES points that it is “the first and only” CEFEX-certified fiduciary firm across Asia, the Middle East and Africa (AMEA)

AES International has renewed its Centre for Fiduciary Excellence (CEFEX) certification from Broadridge, maintaining its status as the first and only CEFEX-certified fiduciary firm across Asia, the Middle East and Africa (AMEA).

The certification is based on the International Standards Organization’s guidelines for auditing management systems and requires an annual independent assessment of investment management processes, investment strategy implementation, and other best practice fiduciary practices.

AES International is certified in investment advisory services for clients in systematic and passive investment models.

Sam Instone, pictured above, CEO at AES, said: “AES is delighted to renew our certification and to continue promoting fiduciary standards in Asia, the Middle East and Africa (AMEA).

“This geographical region often lags more developed areas, and this certification sets a standard of loyalty and care which clients can continue to trust.

“Hopefully this continues to drive much[1]needed positive change within the AMEA financial services industry, and other organisations will now wake up to how fiduciary standards can improve consumer outcomes.”

Tags: AES | AES International | Sam Instone

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.