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 […]
Author Archive | Shane Wood
OpesFidelio Review of 2017
By Shane Wood on 9.1.2018 in Aisa Financial Planning, EU Rules & Regulations, Must Read, OpesFidelio IFAs, OpesFidelio Strategy
Happy New Year and all the best for 2018 from everyone at OpesFidelio and the Aisa Group. What a year 2017 was for us, and we hope it was good for you as well. As we look forward to our new strategies kicking in during 2018 (more mentioned later) it is always worth reviewing our […]
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 […]
Explaining PRIIPS
Packaged Retail Investment and Insurance-Based Products – PRIIPs Packaged retail investment and insurance-based products (PRIIPs) is a broad category of financial assets that are regularly provided to consumers in the European Union (EU) through banks or other financial institutions. The category is intentionally broad and is intended to cover all packaged, publicly marketed financial products […]
The impact of MiFID II and PRIIPS
Chris Lean, one of our senior financial advisers within the Aisa Group, has written the following piece that was published by International Adviser last week. Chris is based in the Czech Republic and works for the Aisa International branches of the company. As well as being a specialist in UK pensions, he is an active […]
Aisa’s John Reid wins SIPP Planner of the Year award
One of the Aisa Group’s senior advisers in the UK, John Reid, has just won the most prestigious award of SIPP Planner of the Year 2017 at the recent Financial Planner of the Year Awards. The awards, sponsored by Money Management, have long been recognised as the very best in the UK financial services industry […]
Winners again at International Investment Awards
By Shane Wood on 7.10.2017 in Aisa Financial Planning, Aisa International, Awards, Must Read, OpesFidelio in the Press
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 […]
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 […]
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 […]
“Hurricane of Legislation” to hit EU based advisers
By Shane Wood on 29.9.2017 in EU Rules & Regulations, Must Read, OpesFidelio in the Press, OpesFidelio Strategy
At the recent International Adviser’s Future Advisory Forum that was held in London yesterday the CEO of the Aisa Group, James Pearcy-Caldwell, that includes the OpesFidelio network, was testifying about the changes due to come soon in the European industry. He asserted that a “hurricane of difficult regulation” is about to hit the European financial […]
