London/Dubai, Wednesday 2nd of July, AES International, a global wealth advisory firm committed to helping globally- minded, successful families achieve better investment outcomes, has partnered with Point to modernise its data architecture and scale operational capabilities. The initiative supports AES’s mission to deliver evidence-based and systematic financial life management, while eliminating inefficiencies and operational risk. 

The challenge: staying ahead of fragmented data and unscalable operations 

With a growing international client base and assets spread across multiple custodians and jurisdictions, AES faced the same challenges as any fast-growing manager – that of increasing complexity in its back-office operations. Looking to the future AES wanted to avoid manual reconciliation, siloed systems, and spreadsheet-heavy workflows which would have created operational drag and risk exposure. Specifically they were looking to avoid:

• Siloed data across providers: with client assets held at multiple custodians, consolidating investment data into a coherent view was time-consuming and error-prone. 

• High operational overhead: AES’s existing processes relied heavily on manual intervention and spreadsheets, which were expensive, unscalable, and risky. 

• Inflexible infrastructure: the firm needed a more agile approach to data integration that could support a modern digital client experience and futureproof growth. 

The solution: a modern data core with Point’s IDI platform 

To address these barriers, AES implemented Point’s enterprise-grade Investment Data Intelligence (IDI) platform - a modular solution purpose-built for wealth and asset managers. The platform delivers: 

• Automated data aggregation and reconciliation from global custodians, improving accuracy and speed. 

• A live, auditable Investment Book of Record (IBOR) across all portfolios and asset classes. 

• An extensible, data warehouse data architecture.  

• Real-time analytics and client reporting that enhance transparency and engagement. 

• Seamless data integration with platforms like Moneyinfo and Salesforce for improved collaboration and secure client access; and the AI-ready foundation for future investment in AI.

Transformational outcomes: efficiency, control, and strategic agility 

With a unified data architecture in place, AES has significantly reduced manual workload, strengthened governance, and unlocked new strategic capabilities: 

• Operational efficiency: automated workflows free internal teams to focus on value creation. 

• Enhanced risk management: data lineage and auditability improve confidence and compliance. 

• Future-ready infrastructure: AES can now seamlessly integrate best-in-class tools – including AI - without reengineering its core systems. 

Executive quote 

“As a forward-thinking financial life manager serving international families and businesses, we needed a data-first foundation to support analytics, reporting, and integration. Point enables us to intelligently consolidate and control our data, allowing us to scale  while remaining flexible. This will ultimately enable us to work more efficiently, and therefore focus more on strategic thinking and delivering real value to clients.”  

Sam Instone, Managing Director, AES International  

About AES International 
AES International is on a mission to spark positive change across the lives of those it serves. They do this by challenging convention, creating deep transformation and enabling confident decision-making for the future. They are the go-to counsel for the most well-informed, wisest professionals and families who want a trusted guide to help unlock new possibilities and better results. As the Middle East’s first and only certified fiduciaries, and first Chartered and fee-based firm providing comprehensive financial life management, AES is revolutionising how families and businesses think, feel and experience the future.   

About Point 
The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing. It enhances decision-making and client engagement, providing the foundation for building a scalable business by integrating best-in-class tech from across the industry. 

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