Sam Instone

Sam Instone is the CEO of AES International, the trading style of a multi-award winning financial services group that is licensed for investment and insurance business in over 34 jurisdictions worldwide. AES pioneers the transformation of the existing international financial services industry into a profession. This means putting the manufacture and distribution of products to one side and embracing truly independent and transparent financial advice which puts the peace of mind and security of clients at the forefront of everything we do. The passion to achieve this is encapsulated within our mission statement of 'Positive Change' and our organisations core values of knowledge, integrity and teamwork. Consequently we are very highly differentiated from our peers and export UK, US and AUS best practice into the international marketplace where we solely focus on the cross-border, multi-jurisdictional, inpat/expat and offshore sector.

We deliver a wide array of professional services in partnership with independent private bankers, advisers and other intermediaries who serve our chosen market. Our values-driven approach is reflected in our unique 'partnership charter', which brings peace of mind and security to partners and clients alike. We are a Top 50 UK intermediary by size and were the United Kingdoms fastest growing financial services business in both 2011 and 2012, as recognised by the Sunday Times/Virgin Fast Track 100.

Specialties: Offshore private banking, financial structuring, cross border advice, regulatory authorisation, compliance and technical support, IT platforms and support, administrative support, investment services, IFA, change management