Advisor Empowerment, Transparency &
Client-Centric Innovation
Aventis’s business model places Partners at the centre of its universe. The firm empowers its partners to maintain ownership and drive their individual brands, through cutting-edge digital tools, dedicated support teams, and market-leading incentive structures so they can thrive and grow. It fosters a culture of operational transparency and integrity, upholding the highest ethical standards in every transaction . At the same time, continuous client-centric innovation is a hallmark, from a centralised investment proposition offering tailored portfolios to cost-efficient custodial solutions, all designed to enhance client outcomes and trust.
Exclusive Regulatory Access
Aventis partners with global advisory firms to help you manage and support clients beyond the EU, expanding your reach worldwide.
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Uk Advisory
FCA regulated Financial Advisory Firm
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03
UAE Advisory
DIFC and DFSA regulated advisory form
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05
US Advisory
Exclusive US (IRA) advisory firm
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02
Switzerland
A rest of world approach, allowing you deal with clients outside of the standard regulatory footprint
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04
Singapore Asset Manager
Singapore Asset Management company regulated by the MAS
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Unlocking Control Through Technology
Aventis delivers a proprietary CRM and client portal that embeds a complete, vertically integrated wealth management ecosystem into your firm’s technology. By combining seamless API connectivity with major onshore and offshore providers, the system integrates onboarding, KYC automation, data synchronisation, and compliance monitoring into one platform.
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This reduces administrative time and operational costs, allowing firms to redirect resources towards growth and client engagement while maintaining full transparency and control. Real-time dashboards and reporting tools give partners the ability to track business progress, measure adviser productivity, and ensure compliance oversight with confidence.
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Built-in compliance frameworks ensure processes remain aligned with international standards, minimising risk while maximising efficiency. The result is a frictionless user experience for clients and advisers alike, unlocking productivity, profitability, and scalability that traditional systems cannot match.
Engagement
Support growth with intuitive prospecting tools and embedded advice journeys
Automation
Streamline operational processes with automated workflows and reporting
Onboarding
Onboard new clients the same day within a holistic, digital-first platform
Compliance
Embedded 'compliance by design' for regulations including AML and suitability
Management
Use our Client Relationship Management (CRM) solution to manage all client types including Trusts, SPVs and Corporates
Digital
Staff, clients and advisors can all engage and collaborate using digital technologies
Aventis empowers you to unlock your potential through technology, control, and compliance, while delivering advanced wealth management services with minimal friction.
Network Member Models
Aventis’s model is designed to benefit the members through additional revenue uplifts based on compliance, income and when utilising its proscribed models (where applicable), allowing all parties to work harmoniously together for the benefit of the client.
Admin Support
Onboarding and general admin support, allowing you to focus on clients and business development
Paraplanning & Compliance
Access to paraplanning support to
take that burden away from you and your team.
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Robust compliance support to
maximise your income and protect
your business.
Accounting Support
Monthly run Fee/Commission
support, your income is our priority
*Ad hoc pay run available
Marketing Leading Solutions
We don’t just offer what everyone
else does! Yes, we have terms of
business with the traditional
International provider’s but we also
seek out new solutions to set us and
you apart from the rest!
Alternative Investments
Access to a range of Alternative
Investments which offer asset backed solutions for your clients