Globaleye, the independent financial planning group, has announced the launch of its new platform AEON in partnership with investment management firm Quilter Cheviot, part of FTSE 100 company Old Mutual plc and investment firm Fidelity International. This platform will bring discretionary fund management (DFM) to the offshore investor. AEON is now available to Globaleye clients across the Middle East, Asia and Europe.
This first of its kind partnership aims to support the development of regulation and compliance in offshore financial services, by leveraging the experience and expertise of asset management firm Fidelity and UK based investment managers Quilter Cheviot matched with Globaleye’s international reach.
The AEON platform provides Globaleye’s clients with a cost effective investment solution, and delivers returns individuals are seeking without taking unnecessary gambles with the underlying holdings.
Every portfolio will be consistently reviewed to guarantee each investment remains within the clients’ risk parameters and is adapted to whichever global economic situations may periodically occur.
Typically, offshore financial planning firms charge entrance costs and exit fees to clients who wish to buy a new fund or sell a fund within the first five years of purchase. AEON enables Globaleye to lead the way in an evolving industry by providing Globaleye clients with flexibility and assurance through daily pricing structures to guarantee the client’s assets remain liquid to give investors the freedom and capability to remove, and sell their holdings whenever they wish.
Scott Balsdon, Managing Director Globaleye comments
“I’m delighted that Globaleye is able to launch a market leading investment solution for our clients in the offshore financial services industry. These high quality risk rated investment portfolios will provide our clients with significant benefits and most of all give them peace of mind their money is being professionally managed to achieve the best possible returns.”
“Steeped in heritage, Quilter Cheviot and Fidelity are two names that represent investment expertise and pedigree. Due to Globaleye’s scale and international scope we have managed to agree these exclusive partnerships for the benefit of our international clients, which will not only include the management of funds but direct access to the investment managers on a regular basis, plus monthly commentary on the portfolios.”
Keith Owen, Senior Branch Representative at Quilter Cheviot comments
“We are very pleased to be working with a select number of IFAs in the region, where the demand for tailored investment solutions in the high net worth sector is strong. Our partnership with Globaleye marks a unique step for the international financial services industry and we are thrilled to be a part of bringing quality investment solutions to international investors."
"Offering Quilter Cheviot’s services through the AEON platform makes it simple for advisors to provide investment solutions that are both robust and extremely cost effective for Globaleye’s international clients, whilst providing a high level of service for Globaleye’s team of professional advisers.”
Peter Duke, Head of Fidelity Middle East comments
“Fidelity is focused on creating solutions that meet our clients’ needs. Through our exclusive partnership with Globaleye, we are delighted to offer the offshore investor an attractive, one-stop investment solution consistent with their risk profile. As a result, investors with Globaleye can enjoy the benefits of well diversified portfolios, a robust asset allocation process and access to Fidelity’s deep research capabilities.”
Globaleye is hosting an evening to celebrate the launch of the AEON platform on Wednesday 7th September. It is with pleasure that we invite all of our clients to join us for this special evening. To reserve your place click here.