Skip to content
International Adviser
  • Contact
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

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

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Latest news

    Carmignac moves into Middle East with new Dubai office

    Financial planning

    Hoxton Wealth incorporates agentic AI into wealth management through AWS partnership

  • Latest news

    FCA bans and fines adviser who ‘recklessly’ gave DB pension transfer advice

    Latest news

    Utmost opens distribution company in Portugal


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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. Site managed by Furness Media