Author Archive | Shane Wood

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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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 […]

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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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“Hurricane of Legislation” to hit EU based advisers

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 […]

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Awards Won