Our History
A History Of Growth And Innovation
Affluent Wealth Managers has been on a remarkable journey of growth and innovation since its inception. Our commitment to excellence and adaptability has allowed us to evolve from a small local firm into a global player in the wealth management industry. Throughout our history, we have consistently embraced cutting-edge technologies and innovative financial strategies to provide our clients with unparalleled service and results.
Established
In 2017, Affluent Wealth Managers was founded with a vision to revolutionize the wealth management landscape. Our founders recognized a gap in the market for personalized, high-quality financial advisory services that could cater to the unique needs of affluent individuals and businesses. Starting with a small team of dedicated professionals, we quickly gained a reputation for our client-centric approach and innovative solutions.
Became The Affluent Wealth Managers
The year 2018 marked a significant milestone in our company's history. Recognizing our growth and the expanding scope of our services, we rebranded to become Affluent Wealth Managers. This change reflected our commitment to serving high-net-worth individuals and our expertise in managing substantial wealth. The rebranding also coincided with an expansion of our service offerings and a reinforcement of our position as a leader in the wealth management industry.
Rebrand Expanded to Dubai & Hong Kong
In 2019, Affluent Wealth Managers took a bold step towards global expansion by establishing offices in Dubai and Hong Kong. This strategic move allowed us to better serve our international clients and tap into the rapidly growing markets of the Middle East and Asia. Our presence in these global financial hubs enhanced our ability to provide cross-border investment opportunities and comprehensive wealth management solutions on a truly global scale.
Today in 2024
As we stand in 2024, Affluent Wealth Managers has solidified its position as a preeminent global advisory, management consulting, and investment firm. Our expertise now spans healthcare, finance, technology, and energy sectors. We've expanded our services to include corporate advisory, project financing, and offshore fiduciary services. Our commitment to excellence, innovation, and client success remains unwavering. As we look to the future, we continue to evolve, embracing new technologies and strategies to ensure our clients' wealth knows no borders.
We have invested $2.4 billion in 150
transactions
across 11 countries”
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