Aetas Connect Breakfast Briefing

Aetas Partners Connect Networking Event

Breakfast Update – 21 March 2024

Please join us in London for our upcoming Business Networking event exclusively for Connect members and invited Private Client Professionals on Thursday, 21 March 2024

We are delighted to announce that the vent will be hosted by ZenZic Capital at their prestigious office located in the heart of the City of London.

Delegates will learn how our approach can help your clients ensure the preservation of their family wealth for future generations.

As well as an update about what’s been happening at Aetas, we will be discussing:

  • the launch of Aetas Lifetime Legacy Builder
  • your partnership in Aetas Partners Connect and the and the benefits of for your company and your clients

Introducing Aetas Lifetime Legacy Builder

Aetas Lifetime Legacy Builder is integral to our client focused and collaborative approach, providing the missing link in comprehensive planning by pulling together the disparate areas of professional financial, legal and tax advice, to deliver an unparalleled outcome for our mutual clients.

Discover our simple staged approach to help clients achieve their dreams and aspirations whilst ensuring they feel reassured and secure.

  • Foundation
  • Lifetime
  • Legacy
  • Transfer

Aetas Connect Partners

The event will also serve as a reminder of the benefits of our collaboration.

On the functional side, partners working with us have already achieved new client wins, increased their referral network and improved communication with their clients which all help to build long-lasting relationships.

Beyond the tangible gains, partnering with Aetas Connect allows you to stand out from your peers, by highlighting your commitment to excellence and innovation. Collaboration not only strengthens your client relations it demonstrates your commitment to providing exceptional service.

Membership of Aetas Connect Partners amplifies the value you bring to your clients and your firm and sets you apart in an ever increasingly competitive market.

The event will begin promptly at 8:30 and will run until 11:00

Places are limited – so please book your place today using the link below.

Details:

Sponsored by:

Aetas Partners, Zenzic Capital

Speakers:

Matthew Steiner, Daniel Cottam, Mike Phillips,

Date:

21 Mar 2024, 08:30-11:00

Address:

2 London Wall Pl, London Wall, Barbican, London EC2Y 5AU, UK