5. Client
speaks to
‘broker’
Goes to
brokerage
Goes to
provider
sales
Product
provider
Fund
salesperson
Fund
house
Fund
manager
Execution
venue
Custodian
bank
Underlying
equities
$ $ $$$$$$ $ $
Here’swhy:
Client wants
to invest Client eventually
buys this
29. Ourotherviews:
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5waysto
INVESTlikea
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The AES International
Financial Advice vs. Investment Management.
8Habits
ofSelf-made
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The AES International
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Redesigning the future of financial services
30. MORE ABOUT US
• We are an international Wealth Management and
Employee Benefits Business. Our focus is on delivering
better financial education to global expats and...
• Values are what we value.
You can learn more about our Culture HERE
• We like to talk because of the importance of our mission in transforming
peoples lives. You can hear what we say by clicking any of these:
31. REGULATORY STUFF
• Risk warning: Investment into any investment portfolios should be regarded
as medium to long term. The value of investments and the income from them
can fall as well as rise. The value of your fund is not guaranteed and you may
get back less than the amount invested, and you could lose part or all of your
capital. Past performance is not a guide to future performance. Changes in
exchange rates could affect the value of overseas investments. The effect of
inflation could reduce the future purchasing power of your investments.
• Regulatory information: For all of our authorisations and regulatory
information, CLICK HERE
• Copyright: Please feel free to copy or share any of our ideas or work as
widely as you like. We think that the more people who engage and learn
about good investment from us or others the better.