We are Aisa International
Expert Expat Advisers and Investment Services across the EU, USA, and UK
Aisa International’s investment advisers distinguish themselves in the expat investment advice market through our unique standing as Securities Traders regulated in the Czech Republic, US, and UK.
This distinctive advantage allows us to customize portfolios based on clients’ specific goals, risk tolerance, and personal circumstances. We can utilise assets located in the EU, US, and UK. Having accumulated operationally over 25 years of experience and with £750 million in assets under management, our global investment and insurance service, caters to those embracing expatriate lifestyles.
Our team is strategically positioned in the Czech Republic, across Europe and the USA, and specialises in addressing the unique needs and requirements of our clients. With our extensive expertise as investment advisers and financial planners, coupled with our in-depth tax knowledge and regulatory licenses, we are equipped to provide expert guidance to expatriates.
Aisa International is an EU-based company that is relatively unique in the traditionally British-owned expatriate investment advisers market.
Meet The Team
Marta Gellová
Supervisory Board
Marta acts as the President of the EFPA Czech Republic Council, which she also co-founded. Throughout her professional career, she has been trying to raise the quality level of financial planning in the Czech Republic. As the chairwoman of the association for financial advisors, which also oversees certifications, she is the right person to supervise the company within the Supervisory Board.
Christopher Lean
Chief Investment Officer
Chris studied business at university and has been in financial consulting since 1988. In the UK he worked with accountants as an independent financial adviser, qualified as a Chartered Financial Planner and became an examiner for the Chartered Insurance Institute. He also qualified as a European Financial Planner and specializes in investment and pension advice to clients.
Clive Tutton
Chief Financial Officer
Clive is the Chief Financial Officer of the company and is certified as a financial adviser in several countries. His main areas of expertise and experience are pensions and retirement options, as well as cross-border trading including taxation. His relaxed approach will put you at ease and your journey through financial planning will be much easier and more comfortable.
Tereza Bozděchová
Operations Manager
Tereza takes care of the office operations and assists with regulatory matters. She communicates with external companies on a daily basis, supervises the administration in the back office, where her excellent knowledge of English is also of great benefit. Metaphorically, she keeps our company constantly running and trying to improve our services.
James Pearcy-Caldwell
Compliance Officer
James founded and runs Aisa with an emphasis on a pro-client and transparent approach. He is always looking for the most suitable solution for the benefit of the client. He has been in the field of investment advice since 1998, and therefore fully understands the necessity of open communication and honesty. James is certified in many financial areas in several countries and also holds the most prestigious European certificate in investment planning EFP (European Financial Planner).
John Croft
Business Development
John is a consultant to the company and supports the staff and the growth of the team. He inputs on business development and applies his extensive knowledge of financial advice services based on his life-long experiences.
Olga Kapralova
Investment Administration
Olga ensures a smooth onboarding process for our clients and supports the investment team. She focuses on back-office support and uses her excellent problem-solving skills to manage various projects. Extending her knowledge every day with professional courses, she strives to build her career in investment advice.
Nam Hoang
Investment Secretary
Nam is gaining experience within the investment team while he focuses on finishing his master’s in economics. He enjoys analysing data and researching which instruments are the right choice for our clients.
Jakub Tykal
Client Compliance
Jakub is starting his compliance career and uses his law education knowledge to ensure our client files are in order, internal processes are followed and works closely with the Compliance Officer to secure the company’s high standards.
Susan Austin
Marketing Manager
Susan possesses an adept understanding of marketing tools and strategies. Drawing from her diverse range of experiences, she is exceptionally qualified to discover ingenious solutions, ensuring our company gains recognition for its core strengths while effectively keeping our clients informed about financial and company-related updates.
Anton Golikov
Financial Director
Anton brings a wealth of experience to financial management, which, combined with his strong educational background, uniquely qualifies him to optimize our accounts for maximum benefit. His innovative and proactive approach to finance consistently guides us in the right direction, ensuring our financial success.
Alexander Pearcy-Caldwell
Investment Research Liaison
Aisa International is a unique investment portfolio manager, with advisers specialising in advice for US and UK expats and is regulated in the EU, UK, and US.