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AES partner for UHNW and HNW clients

By International Adviser, 16 May 14

AES International has introduced a new partner to serve its ultra-high net worth and high net worth clients across the Middle East.

AES International has introduced a new partner to serve its ultra-high net worth and high net worth clients across the Middle East.

The financial planning specialist said Carlton Crabbe will provide clients with wealth preservation strategies and investment advice.

He will also deal with global tax planning and succession planning across family members.

Carlton, who is now based in Dubai, has previously advised wealthy families about onshore and offshore tax solutions at Barclays Private Bank in London and has 15 years of experience in private wealth management.

AES chief executive Sam Instone said Crabbe will bring a “legendary standard” of advice to the company's clients across the world.

He added that Crabbe will play a “pivotal role” in growing and championing ‘positive change’ within the international financial advice market.

Earlier this month, Instone said he had taken the decision not to sell products from non-Insurance Authority licensed firms “some time ago”, after Holborn Assets chief executive Bob Parker told International Adviser that his company was temporarily suspending its terms of business with Standard Life, RL360°, Skandia International and Hansard because the companies are not licensed by the Insurance Authority.

AES International is a financial services provider specialising in international, cross-border, inpatriate, expatriate, non-domiciled and offshore requirements along with tax, legal, currency, regulatory and advisory issues within the market.

Click here to read an International Adviser profile of AES International featuring Instone.
 

Tags: 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.