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Alexander Associates Group celebrates 20 years of holistic wealth management dedicated to providing a service that exceeds expectations.


London, May 2015 - Based in Mayfair, AAG is at the forefront of wealth management and planning. Founded by David Alexander, and originally backed by Lord Jacob Rothschild, Alexander Associates Group has one intention: to provide sound financial advice. With this fundamental approach, the company has grown to include 14 specialist wealth managers, spanning professional advice on tax efficient investments, mortgages, non-domicile rules, financial education, accountancy and corporate affairs.

“Financial services may appear intimidating, but it doesn’t need to be. You need positive focus and vision.” says David Alexander, founder and CEO who, in this phrase, summarises their services, which now are in their 20th year.

AAG has a unique approach – by simplifying the complex, they provide a clear and organised structure for people to act upon. "I believe our success has been built on the simple premise that we believe in putting ourselves in our clients' shoes; providing advice that we would expect in the same position." says David Alexander. Over the years, that objective has remained at the core of AAG, giving one integrated solution (similar to a ‘family office’) with a complete focus on the client as an individual.

AAG has spent 20 years helping wealthy individuals pursue their interests and increase the value of their portfolios. Passionate about providing an experience that both educates and inspires, there is a talent in the business that enables others to fulfill their potential, bridging the gap between a dream and reality.

The group’s qualified and experienced professionals provide relevant personalised assistance at all stages of life; from childhood, through marriage, retirement and death - passing on the wealth, intact, to the next generation.

David Alexander likens their approach to a trusted GP. “In this country, we all take for granted the presence and availability of our GP when we have a health concern. Yet they are more than a doctor to treat minor ailments. He has also an extensive network of contacts, able to refer us to one of a plethora of specialists, depending on our condition. He confers with these specialists, keeps all our records and always has a detailed overview of our health, past and present. Why should the same centralised guidance and support not be available for our finances? We have always believed it should be, which is why AAG exists”.

In these uncertain times, volatile economic climates and political instability, families, investors and businesses are all looking for security now and long into the future. AAG’s unique approach and complete focus on their clients as individuals, is one of the main reasons they become clients for life, becoming part of the AAG family.

AAG believes in giving back, and plays an active role with two important charitable organisations – Variety, the children’s charity and Elephant Family, founded by Mark Shand.

Celebrating 20 years this year, endorsements span many areas of AAG’s expertise: “We’ve been clients of AAG’s for nearly ten years now. One of the reasons we’ve continued with them is that they seem to be constantly thinking about new and better ways of managing our investments, but always within the parameters of understanding our particular risk profile. So it feels like they are advising rather than selling. And that, in a sector known for volatility and sharp practices, is both reassuring and welcome” - Robert Bean, Robert Bean Branding Limited.

“The performance of my investments has certainly exceeded my expectations, even in the tough market conditions of 2008 and 2009. I often get calls from other firms trying to get my business, but I tell them ‘as long as I get the personal service and attention combined with the performance of my investments, there are simply no reasons for me to consider continuing the conversation’. I have put my trust in David and his team at AAG, and I plan to continue using the service as long as I need it” - Nadine Lagarmitte, MD Global Head of Financials Institutions Payment and Cash Management.

http://www.aag.co.uk/about-us/what-our-clients-say/

Note to Editors:
Alexander Associates Group (AAG) was founded in 1995 by David Alexander and backed by Lord Jacob Rothschild. The original intention was to provide sound financial advice. Over the years, that objective has remained at the core of AAG. The Wealth Management arm of the group has won numerous awards, which have been presented by notable luminaries including, Bill Clinton, Al Gore, Christopher Reeve, Lord Sebastian Coe, and The Rt. Hon. Lord Michael Heseltine.

Based in Mayfair, the Group has evolved and includes a CIMA regulated accountancy firm amongst others. A holistic approach, providing specialists in tax efficient investments, mortgages, legal, non-domicile rules, financial education, accountancy and corporate affairs. The achievements and successes AAG has been recognised for is testament to the work they do and, as a result, they have built a reputation second to none for innovative, tailored advice.

AAG Charity associations:
www.variety.org.uk
www.elephantfamily.org/

For press info, images and general information:
AAG Corporate enquiries: Suzanne Beney – AAG (Alexander Associates Group)
E: Suzanne.beney@aag.co.uk T: +44(0)20 7016 6743

AAG Press Relations: Fiona Sanderson - RMG PR & Events
E: Fiona@rmgandco.com T: +44 (0)20 7731 6155

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