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.

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Aisa International is an EU-based company that is relatively unique in the traditionally British-owned expatriate investment advisers market.

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Empowering Your Investment Journey

Aisa International’s investment advisers offer discretionary management licences (DFM) and can act as Securities Traders throughout the EU via passporting. Additionally, the company holds Insurance Distribution Directive, supplementary pension, and credit licences. Aisa International, as the regulated entity, has tied agents acting under the OpesFidelio network, providing full compliance and investment services for regulated activities under the OpesFidelio brand.

All directors and owners of Aisa International have passed the EU Security Traders exams, required for those that provide direct European investment advice. Governance and Risk management are key. As a MiFID securities firm, we operate a strict internal audit of risk reviewed by external auditors.

Delivering Consistent Results

From outset, Aisa International has been a transparent, fee-based, advisory firm and this applies to the regulated activities of OpesFidelio members. All advisers are expected to be qualified to at least the UK minimum Diploma level, with many achieving Chartered status. Anyone that wishes to give direct investment advice must hold the relevant EU investment exams and professional membership of EFPA is encouraged. Therefore, recognition of higher standards by achieving Best Practice awards is important for both the firm, staff and importantly for clients and potential clients as they undertake due diligence on us.

Our investment process, built over 13 years, provides consistent results, even in 2022, and our DFM Securities Trader licence allows us the flexibility to provide class-leading client investment outcomes.

Meet The Team

Christopher Lean

Director

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.

Johana Elmanová

Operations Manager

Johana oversees the day-to-day operations of our Czech office, coordinating the team, workflows and operational priorities to ensure the business runs smoothly and effectively. She takes an active role in improving processes, managing operational projects and resolving day-to-day challenges. Working closely with the Head of International Operations and colleagues across Aisa Group, Johana helps ensure consistent working practices and the successful delivery of Group initiatives.

James Pearcy-Caldwell

Risk Manager

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).

Monika Škubalová

Compliance Officer

Monika is responsible for overseeing compliance frameworks and regulatory adherence within Aisa International. She ensures that all activities align with relevant financial regulations, supporting the firm’s commitment to transparency, governance, and best practice.

Eva Myskova

Head of Marketing

Eva leads marketing across Aisa Group, with responsibility for the Group’s marketing strategy, brand development and communications. She brings extensive international experience in brand management, digital marketing and multi-market campaigns, with a strong focus on creating consistent and effective brand experiences. Working across the Group’s businesses and markets, Eva ensures marketing activity supports Aisa’s wider commercial objectives while maintaining a clear and cohesive brand identity.

Tereza Hüffer

Head of People & Culture

Tereza is passionate about building workplaces where people feel valued, supported, and inspired to grow. She focuses on fostering a positive culture, empowering teams, and creating meaningful employee experiences.

Clive Tutton

Director

Clive 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.

John Croft

Consultant

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

Paraplanner Client Services

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.

Alexander Pearcy-Caldwell

Investment Research Liaison

Alex is equipped with an Economic education and an investment certification. Through his analytical approach, he adeptly brings to the forefront all crucial pieces of information. This empowers our investment teams with well-informed insights, enabling them to make precise decisions.

Susan Austin

Copywriter Consultant

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.

Lena Jurgens

International Administrator

Lena provides day-to-day administrative support across Aisa International, the OpesFidelio team and our Czech operations. She helps ensure that documents, data, correspondence and recurring administrative tasks are handled accurately, efficiently and on time. Working closely with the Operations Manager and colleagues across the business, Lena supports the smooth running of day-to-day processes while maintaining a strong focus on organisation, reliability and attention to detail.

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.

Get in touch today