We offer financial and investment advice, provide wealth management technology to professional advisers, manage portfolios and provide corporate and fiduciary services across offices in the UK, Ireland, Malta, Spain, Portugal and the UAE.
We opened our first Spanish office in Javea.
We added US client solutions as a service line, with US compliant portfolios and custody services.
Saw the opening of our Cork office, bringing stockbroking expertise to our wealth offering.
Meant adding global property and protection solutions, with the ability to advice on UK and international expat mortgages.
The launch of Latitude, a low cost, platform based regular savings plan for internationally mobile clients.
Broadening of our investment proposition saw a number of external managers allowing for multi asset, return return, passive, individual equity portfolios all to be offered under one roof.
Saw the introduction of life assurance and estate planning products, in particular for the Ultra High Net Worth sector.
We acquired a MIFID 2 licence, allowing us to serve our European clients from a European jurisdiction and comply with post Brexit regulations.
In 2017, we established a multi-family office proposition, having onboarded a cornerstone Italian family.
In 2016, we incorporated our Maltese UCITS 5 structure to support internal funds, third party fund managers and establish a presence in Malta.
we broadened our proposition providing corporate fiduciary services to family offices including setting up asset management structures and succession planning platforms.
In 2014, we opened our Dubai office to meet rising international demand.
In 2012, ARIA awarded mandate to win international pension fund mandate by NZ Trustee
In 2012, ARIA awarded mandate to win international pension fund mandate by NZ Trustee
In 2011, we developed our international wealth management platform-ARIAIP as disintermediation has taken hold in financial services.
In 2010, we launched a Real Asset Income Fund. Allowing us to build a successful distribution track record continuing up until today.
In 2009, on strength of portfolio performance during the global financial crisis, a Guemsey based Trustee outsourced all portfolio management to us.
saw the opening of ARIA’s first ‘City of London’ office
In 2007, our initial absolute retum portfolio strategies delivered positive returns during the financial crisis.
Our advisers have an understanding of complex planning affairs, which may be global, and will work with you to understand what you want from life and how to structure your finances to best achieve that.
We will arrange custody of your assets at one of the world’s largest custodians, whilst you will be able to download our bespoke cutting edge wealth management app with institutional grade portfolio management.
