Matthew Steiner

Matthew Steiner

Email:
matthew.steiner@aetas-partners.com

Tel:
07786 930 360

Connect:
LinkedIn

Meet the team

At Aetas Partners, we believe wealth management is about more than just numbers—it’s about understanding your story, your goals, and your aspirations. With over 20 years of expertise, I am dedicated to delivering strategic, personalised solutions that empower individuals, families, and businesses to build, protect, and realise their vision for the future.

We founded Aetas Partners to bridge the advice gap and integrate professional services, offering a 360° holistic approach to an individual’s wealth and well-being. Our mission is to empower clients to achieve their long-term aspirations through expert, personalised guidance and innovative, client-focused strategies.

My career began as a financial adviser, equipping me with a deep understanding of client needs. I later transitioned into asset management, specialising in tax-advantaged products such as Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), and inheritance tax solutions leveraging Business Relief to optimise tax efficiency. I have always been passionate about building strategic partnerships within the private client ecosystem, fostering collaboration between advisers to deliver comprehensive solutions that align with clients’ financial and personal goals.

Before founding Aetas Partners, I served as a Director at an asset management firm specialising in inheritance tax planning. There, I led the development of an award-winning, collaborative service model that brought together professionals from various disciplines to help families manage inheritance tax effectively while ensuring seamless client experiences.

Outside of work, I am an avid traveller with a particular connection to Asia. In 2007, I took a six-month career break to volunteer in Nepal, teaching English at a local orphanage and school. This experience profoundly shaped my values and reinforced my belief in the importance of giving back to communities.

At Aetas Partners, we’re redefining wealth management and financial services to deliver solutions that are both comprehensive and deeply personal. By integrating expertise with a genuine commitment to understanding your goals, we aim to create impactful results that truly make a difference. Let’s connect and explore how we can create a meaningful difference together.