Join Aetas Connect – our collaborative network
The power of collaborative advice for your clients
Aetas Partners brings together a carefully selected group of trusted private client professionals and business advisers to build closer client relationships. Typically, we work with firms offering private client services for high-net-worth clients and/or business owners.
As an Aetas Connect member, you will benefit from new connections, with the ability to tap into other professional expertise, on behalf of your clients.
You remain the primary advisor for your clients and in control of the delivery of advice.
We provide access to regular events for private client professionals to share insights and meet other industry experts.
How we work with private client professionals and professional services firms
The partners working with us benefit from:
- Developing closer client relationships
- A wide circle of professional connections for referrals
- Expanding their core service offering with other complementary services
- Attracting new clients through personal introductions using this holistic approach
- Enhancing their reputation by offering services that show they care about clients
- Building long-term relationships with clients
- Access to a network of like-minded professionals with shared values
- Long-term business growth
Find out more
Download a copy of our Aetas Connect brochure to find out more:
Networking Events for Private Client Professionals
If you are a Private Client Professional, our regular Aetas Connect events provide you with a convenient opportunity to meet other leading Private Client Professionals in a convivial setting. We invite you to register your place and look forward to seeing you at one of our upcoming events.
WTT Group & Aetas Partners Planning strategies for contractors
Join Aetas Partners and WTT to find out how to incorporate planning strategies for contractors in th...
Speakers:
Tom Wallace – WTT GroupDaniel Cottam – Aetas
Guest Speaker - Investing in Property
Date:
27 Apr 2023, 16:00-19:00Location:
London
Investing for Entrepreneurs: Business Lunch
Join Aetas Partners to hear powerful investment strategies for Entrepeneurs.
Speakers:
Raj Basra - Tacit Investment ManagementAlistair Marsden - Nova Co-Foundry
John Sherwood - Nexus
Date:
04 May 2023, 09:30-12:30Location:
London
Powerful Lifetime Estate Planning Strategies Event: Bristol
Powerful Lifetime Planning Strategies from the Experts - Helping You Preserve Family Wealth for Futu...
Speakers:
Nathan Blackmore - WAY Trustees & Matthew Steiner - Aetas PartnersDate:
11 May 2023, 11:00-14:00Location:
Bristol Powerful Lifetime Estate Planning Strategies Event: Wilmslow
Powerful Lifetime Planning Strategies from the Experts - Helping You Preserve Family Wealth for Futu...
Speakers:
Nathan Blackmore - WAY Trustees & Matthew Steiner - Aetas PartnersDate:
23 May 2023, 11:00-14:00Location:
Wilmslow Powerful Lifetime Estate Planning Strategies Event: Poole
Powerful Lifetime Planning Strategies from the Experts - Helping You Preserve Family Wealth for Futu...
Speakers:
Nathan Blackmore - WAY Trustees & Matthew Steiner - Aetas PartnersDate:
24 May 2023, 11:00-14:00Location:
Poole
WTT Group & Aetas Partners “New” Business Service Launch
Join Aetas Partners and WTT to find out how their joint Business Service can help.
Speakers:
Jeremy Giles – WTT GroupMiriam Spero - Branch Austin McCormick
Daniel Cottam – Aetas
Tom Wallace - WTT
Date:
25 May 2023, 16:00-19:00Location:
LondonLet's start a conversation
If you are a Private Client Professional, and would like to know more about Aetas Connect, our collaborative network, we invite you to book a convenient time for an initial online meeting by clicking here