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Aaron Vickery
FCSI

Private Wealth Director

Aaron is a seasoned wealth-management professional, Chartered FCSI and MBA holder, with extensive experience advising high-net-worth individuals across the United States, Mexico, and Europe.

Throughout his career, he has led international advisory teams, developed cross-border investment strategies, and delivered tailored financial solutions within complex regulatory frameworks. His expertise spans global wealth planning, portfolio construction, and international tax considerations for U.S.-connected clients.

Known for combining analytical precision with an approachable, client-focused style, Aaron helps individuals and families achieve long-term financial independence with clarity and integrity.

Areas of Expertise

  • Pension Analysis, Advice, Management
  • 401K Analysis, Advice, Management
  • IRA Analysis, Advice, Management
  • Retirement Planning
  • Pension Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Wealth Management
  • Investment Portfolio Management
  • International Savings & Investment Options
  • Private Banking Advice
  • Investment Review
  • Education Fee Advice & Planning
  • Insurance & Family Protection
  • High Net Worth & Ultra High Net Worth
  • Cashflow Forecasting & Modelling
  • Private Client Wealth and Estate Planning

Qualifications & Awards

Chartered Fellow (FCSI), CISI

MBA, Durham University

Series 65 – U.S. Uniform Investment Adviser Law Examination (NASAA)

Private Client Investment Advice & Management (PCIAM), CISI

Investment Advice Diploma (IAD), CISI

Qatar Rules & Regulations, CISI

Regions Covered

  • USA
  • South America
  • Europe Excluding UK

Recognition