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AEG Financial was founded in 1997 by a team of experienced financial consultants, with the aim of providing bespoke and high standard consultancy services to private individuals.
AEG Financial management comprises of a team of professionals with significant expertise and ties to leading companies, institutions and individuals in the financial services market worldwide.
Working as an extension of client teams, we offer informed, frank and objective advice.
Our seasoned professionals bring to bear relevant thinking and expertise from multiple disciplines and apply campaign-style focus and intensity, combined with creativity and a nimble approach.
AEG Financial senior professionals are always involved in every client decision.
Client Retention Rate 90%
Average Percentage Gain 37%
Average Hold Period 190 Days
Last Years Recommendations 4
17 Institutional Clients
Global Analysts 23
Retirement Planning - There are no standard solutions to planning a happy and prosperous retirement. That is why we work with you to build an overall view of your financial circumstances in the present and for the future.
Investment Review - AEG Financial offers an investment portfolio review service where we will analyse your existing investment portfolio and make recommendations (if required) on how the investments can work better for you based on your lifestyle goals and needs.
Fiduciary Services - At AEG we can deliver director, trustee and administrative services that support the operational, regulatory and governance requirements of investment funds, special purpose vehicles, holding companies and investment trusts.
Investment Strategy - An effective strategy translates your personal objectives into a strategic asset allocation. The first step in drawing up an investment strategy is to define your personal goals. Our experts are more than happy to assist you in finding your stategy.
Asset Management - We provide advice on selecting and managing assets, ranging from equities, bonds and funds to specialised investments such as hedge funds and private equity.
Apart from standard mandates, we also offer tailor-made portfolios by drawing on the experience of dedicated teams of specialists in fixed income and equities.
Wealth Management - Wealth management is the creation of an investment strategy and financial plan to meet a number of aggregated financial goals with the investments and planning needs reviewed on a regular basis to ensure that they are still on track to meet their targets. One must already have accumulated some amount of wealth for wealth management strategies to be effective
Investment Consultancy - Our investment consultants here at AEG, unlike a broker, does more in-depth work on formulating our clients' investment strategies, helping them fulfill their long term goals.
Research Analysis - includes equity and fixed income research, economic and market analysis and product-specific analysis to help individual and institutional clients navigate a complex global marketplace. AEG Research is committed to maintaining the highest level of independence and objectivity in its proprietary products and insights.
" The unique culture at AEG Financial is rooted in teamwork, diversity and mutual respect. "
- Daniel Bryant -
" I was new to investing, but AEG were with me
every step of the way. "
- Veronika Williams -
" We now provide the same information to
our clients as the institutions. "
- Peter Bloom -
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