Experience

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  AES International

  • United Arab Emirates
  • Financial Services
  • 1 - 100 Employee

  • Private Client Adviser

    • Apr 2013 - Present

    As you grow professionally and your needs evolve, it is important to receive the right professional advice. This includes making the most of your expatriate lifestyle and planning to achieve your goals and dreams, including your long term financial objectives.As an AES International client, you can expect the highest levels of financial advice and customer service at all times.We pride ourselves on the standards and professionalism of our company. We follow the principles of "best advice" at all times.We believe in being open and transparent, and therefore ensure that you are made aware of the basic protocol that we follow in our relationship with each client. Specialties: -Financial Planning & Management-QROP/SIPP transfers - International pension transfers-Portfolio & Investment Wealth Management-Private and Offshore Banking-Pension & Retirement Planning-Life, Health and Income Protection CoverFormed in 2003, AES exists to introduce positive change into cross-border, international & offshore financial services.We believe in adopting the highest professional standards, applying leading technology and operating in a team based manner.By tailoring our services to the unique needs of our clients, we help them to stay focused on their core areas of expertise and deliver transparent value added benefit. Our financial strength and resources backed by prudent management and effective governance deliver our clients a solid foundation for continued growth.The AES business principles areOur clients come firstOur business depends on the calibre of our peopleOur professional knowledge and expertise is a crucial enablerOur independence and reputation are critical to us Our regulatory authorisations include:Authorised and regulated by the UK Financial Conduct Authority (FCA).Licensed in all European Economic Area States and in the UAEAuthorised under both Markets in Financial InstrumentsDirective (MiFID) and Insurance Mediation Directive (IMD).

  • Relationship Manager

    • Jan 2009 - Mar 2013

    Promoted April 2013 to head the Brazil office, Private Client Adviser.

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  Daimler AG

  • London, United Kingdom

  • Financial Services

    • 2002 - 2008
    • London, United Kingdom

    Working directly for Mercedes Benz in financial services and marketing.

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  Longbridge

  • Hong Kong

  • Senior Associate, International

    • 1996 - 2001
    • Hong Kong

    Investment Banking and Financial Services head hunting firm, London head office. I dealt with all aspects of recruitment for our retained clients within the Asian region, for the top blue chip investment banking houses and financial services companies.

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  Tresidder Tuohy & Partners

  • Hong Kong

  • Financial Adviser

    • 1993 - 1996
    • Hong Kong

    TTP was Hong Kong's first fee based financial planning company and as such catered to more sophisticated clients seeking a long term relationship. The conflict that typically exists between adviser and client was removed and TTP were regarded as a truly INDEPENDENT Financial Advisory practice. Now know as TTG (HK) Group Ltd

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  Thomas Spencer & Associates Hong Kong

  • Hong Kong

  • Financial Adviser

    • 1991 - 1993
    • Hong Kong

    One of the first truly Independent Financial Advisers to private clients and companies in Hong Kong. The company then merged to TTP Hong Kong. Licensed IFA with the Securities & Futures Commission.

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  ABN AMRO Bank NV

  • Money Market Trader

    • 1989 - 1991

    Was head hunted to join ABN Bank, Threadneedle St, London, on the money markets - overnight deposits/CD's/FRA's/IRS's - ABN then merged with AMRO Bank.

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  HSBC Global Banking and Markets

  • London, United Kingdom

  • Foreign Exchange Dealer

    • 1985 - 1989
    • London, United Kingdom

    Dealer on the FX Markets for Midland Montague (Midland Investment Bank), Lower Thames St, London - Now HSBC Investment Bank. Was selected for management training scheme and institute of bankers.