Where we began
In early 2021, AI Wealth (AIW) was formed through the strategic merger of two leading European financial services firms: PIC Europe S.A. and Asset Ibérica Underwriting S.L. This partnership signaled the start of a new era in international financial advisory, combining the strengths and expertise of both companies to deliver a comprehensive range of financial solutions to clients worldwide.
PIC Europe S.A. (PIC) - PIC earned a strong reputation over 25 years of operations as a leader in international financial advisory. PIC provided wealth management, protection services, and independent financial planning to private clients, businesses, and organizations across Europe and beyond. Led by founding partner Mark Willee, PIC’s long-standing consultants were renowned for their skill in navigating the complexities of cross-border finance and for offering tailored financial solutions to their clients.
Asset Ibérica Underwriting S.L. (AIU) - Founded in 2000 by Bevan Brumwell and his son Roger J. Brumwell, AIU is a dynamic firm based in Barcelona. Specializing in insurance mediation, AIU has become a market leader in developing and underwriting niche, innovative insurance products. Their expertise extends to tax planning and accounting for both individuals and corporations, making them a key player in the European insurance and tax services industry.
This merger was the culmination of a successful 20-year professional relationship between the two firms, giving rise to AI Wealth. By combining PIC's extensive experience in wealth management and AIU's expertise in insurance and tax services, AI Wealth is uniquely positioned to deliver enhanced value to its clients. The firm specializes in a broad array of financial planning and wealth management services, catering to the needs of international expatriates, businesses, and organizations globally.
Today, AI Wealth stands as a leading international financial services group, dedicated to helping clients achieve their financial goals while skilfully navigating the complexities of the global financial landscape. The seamless integration of PIC Europe S.A. and Asset Ibérica Underwriting S.L. to form AI Wealth marks a pivotal moment in the industry, promising continued innovation and excellence in financial services for the future.
Meet the team
Fluent in both Spanish and English, Roger’s diverse skill set and extensive experience of expat insurance services make him a pivotal figure at AI Wealth
Mark's entrepreneurial spirit and deep understanding of the financial services landscape have enabled him to excel in all areas of financial services
Ryan's 20 years with leading international financial institutions helps Al Wealth's clients grow their wealth and safeguard it for future generations
Matthew is a qualified Chartered Accountant with a BSc in Finance, who has gained extensive experience in navigating the complexities of the financial sector
Mark Ellis is a seasoned financial advisor who specialises in crafting highly personalised solutions that align with his clients’ goals and aspirations
An accomplished expert in all aspects of investment management, Colin specialises in crafting tax-efficient investment solutions for international expats
Steve’s extensive experience and deep understanding of the challenges faced by the international expat community make him a valuable asset to the AI Wealth team
As an International Wealth Manager, Joe is dedicated to developing comprehensive financial plans to help high-net-worth clients achieve their financial aspirations
Emma's extensive experience in financial services has been instrumental in expanding the firm’s reach and enhancing its service offerings throughout Europe
Fluent in both English and French, Stephen is well-equipped to serve AIW's diverse clientele; offering bespoke financial solutions to meet their fiscal needs
Simon's diverse skill set and industry experience enable him to provide bespoke financial strategies to ensure the financial well-being of AI Wealth's clients
Daren is veteran digital consultant responsible for enhancing AI Wealth’s online presence and ensuring that AIW remains at the forefront of digital transformation
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