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Archive | OpesFidelio in the Press

Aisa Group scoops two at International Adviser Awards 2019

The annual International Adviser Best Practice Awards ceremony for the Europe region was held last week on Thursday 26th September and, as in previous years, Aisa Group has come away as multiple award winners. A notable achievement is winning the Excellence in Investment Planning award, which pays testament to the efforts – and performance results […]

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Beacon Global Group and Aisa International announce strategic agreement in Europe

There has been a press release, now published on several websites, announcing the strategic agreement recently implemented between the Beacon Global Group and Aisa International. As discussed in the article listed here, from the American Expat Finance website, there has for a long time been great difficulty in dealing with either US citizens in Europe, […]

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Brexit and Financial Advice in the EU

Here’s an interesting piece about the potential impacts of Brexit upon the very notion of ‘financial advice’ in the EU after a possible ‘no-deal’ or ‘hard’ Brexit, and what advice firms like ourselves are doing in the way of preparation. Our very own Chris Lean, from Aisa International, is heavily featured in the article and […]

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OpesFidelio unveils ‘Bond vs Platform’ Spreadsheet to its Advisers

There was an article posted in International Investment this week that highlighted the new spreadsheet ‘toolkit’ we have developed internally, as a result of research we have been doing into the comparison of costs and client outcomes when it comes to advising a client to choose either a portfolio bond or a platform solution. Perhaps […]

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Spanish-compliant bonds “too often a rip-off” for investors

As publicised this week in International Investment, OpesFidelio member Marius Hampden and others in the OpesFidelio network with an interest in Spain have recently conducted research into a random selection of investments into Spanish-compliant bonds, and the results have been described as “shocking”. For the full article click on the link here:  International Investment article […]

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Winners again at International Investment Awards

The Aisa Group have picked up three prestigious awards at Thursday evening’s 18th International Fund & Product Awards, held at the Millenium Mayfair Hotel in London and hosted by International Investment magazine. This comes just one week after our two big wins at the International Adviser Awards on Thursday 28th September. There to accept the […]

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Dunhill Financial in the Press

Our very own OpesFidelio network member Brian Dunhill was in the press recently, with this excellent piece below published in International Adviser. Brian is an American financial adviser who runs his own eponymous brokerage Dunhill Financial out of Brussels, in Belgium, catering mainly to the specialist market of US expats living in Europe. Brian joined […]

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Aisa International scoops two at International Adviser Awards 2017

At the recent International Adviser Awards held at the Waldorf Hilton on Thursday 28th September 2017, Aisa International picked up two of the key awards on offer, those being Best Business Strategy and Best in Client Service. We are particularly proud collectively of the latter effort, as this is really the focus of our business […]

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Awards Won