Cross-border investment provider
AES International
Listed for comparison
International wealth manager for families whose financial lives span more than one country. Designed for international families with complex multi-country financial lives.
At a glance
- Provider type
- International wealth manager / fiduciary adviser
- Cross-border fit
- Designed for international families with complex multi-country financial lives.
- Account / booking model
- Advice and the investment architecture depend on the client’s residence and the underlying platforms or custodians.
- Investment model
- Evidence-based investment management, coordinated with wider financial life planning.
- Currency capability
- Cross-border planning is described as including multiple countries, currencies and tax systems. FX costs are not published here.
- Custody
- Underlying custody and platform arrangements depend on how the advice is implemented.
- Adviser model
- Fee-only fiduciary financial-life-management model.
- Reporting
- The firm describes coordination of investments, cross-border tax, protection and succession. Tax work may sit with specialists. This page does not treat AES as the client’s tax authority.
- Public minimum / segment
- Financial life management is described as typically for clients with $1 million or more in investable assets.
Who it may suit
People comparing a fiduciary advice relationship for multi-country financial lives. That describes the published focus. It is not a view on whether this provider is suitable for you.
The reviewed material describes an adviser-led proposition. This page does not open an account directly.
Residence and client eligibility
Designed for international families with complex multi-country financial lives.
A group can serve more than one jurisdiction through different legal entities. Account opening and advice permissions can depend on residence. Confirm current eligibility with the provider.
Where is the account legally held?
Advice and the investment architecture depend on the client’s residence and the underlying platforms or custodians.
An account may be managed by a global brand but legally booked with a specific local or offshore entity. That can affect regulation, investor protection, complaints and tax reporting.
Where are the investments themselves domiciled?
Evidence-based investment management, coordinated with wider financial life planning.
Three places can differ at the same time: where you live, where the account is legally booked, and where a fund, ETF, share or other security is established. This page does not turn that distinction into a tax conclusion.
Currency and FX
Cross-border planning is described as including multiple countries, currencies and tax systems. FX costs are not published here.
Multi-currency holding, the currencies available, and whether a conversion is required can each depend on the entity. Current FX rates and spreads are not published here.
Custody and execution
Underlying custody and platform arrangements depend on how the advice is implemented.
Who holds the assets, who executes an order, and how settlement works can sit with different firms in the same group. A custody description on one page is not a protection that applies to every account.
Adviser and service model
Fee-only fiduciary financial-life-management model.
Self-directed, advisory and discretionary services follow different permissions. Confirm which model would apply to your residence.
Reporting and tax support
The firm describes coordination of investments, cross-border tax, protection and succession. Tax work may sit with specialists. This page does not treat AES as the client’s tax authority.
Statements, consolidated reports and tax schedules are records. They do not, by themselves, mean the provider calculates or files your tax.
Minimum and client segment
Financial life management is described as typically for clients with $1 million or more in investable assets.
A published band can apply to one service and not to another. Confirm the current minimum for the entity and the service you are comparing.
What happens if you move country
Designed for international families with complex multi-country financial lives.
Keeping an account, adding money, receiving advice and buying the same investments can each change after a move. Confirm each one for the country you are moving to.
Fees and charges
Ask the provider for a full schedule covering advice, platform, custody, trading, FX, product and transfer costs.
Questions to ask
Can you serve someone resident in my country?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Which regulated entity would hold my account?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Where would my account be legally booked?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Can you continue serving me if I move again?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Which currencies can I hold?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
What FX costs apply?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
How are investments custodied?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Which markets and investments are available?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Do you provide discretionary, advisory or execution-only service?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Can I transfer existing investments in specie?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
What reporting is available?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
What tax reports do you provide?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Are there restrictions for US persons?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
What minimum assets apply?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Which investor-protection scheme applies?
Confirm the current answer with AES International. It depends on the regulated entity, your country of residence and the investments involved.
Which regulated entity serves you?
International financial groups often operate through multiple regulated entities. The entity serving your account can determine the applicable regulator, investor protections, permitted products and whether the relationship can continue after a move.
Confirm the entity and the jurisdiction in which advice would be given. Do not assume tax advice is delivered by the same entity as the investment relationship.
Sources and review
Information is based on publicly available provider information reviewed by WiT Access. Jurisdictions, products, fees and eligibility can change. Reviewed 6 October 2026.
WiT Access provides general information and comparison resources. Nothing on this page constitutes investment, financial, tax or legal advice. Investments can fall as well as rise in value.
Request an introduction
This form asks WiT Access to pass an enquiry about AES International. It does not mean a formal introducer agreement is in place, and it does not mean the provider can serve your residence.