Aisa International has been recognized for Excellence in Investment Planning in Europe by International Adviser. Aisa International’s precise attention to the regulatory requirements across Europe, the UK, and the US protects its clients from cross-country investment issues.
Additionally, OpesFidelio, the European advisory network run by Aisa International, received the Excellence in Digital Innovation award.
When awarding Excellence in Investment Planning in Europe, the judges of International Advisor’s 2023 competition said of Aisa International, “A thoroughly professional approach that is client-centric and meets the demands of regulators across multiple jurisdictions. Keeping customers well-informed helps empower them.”
Of OpesFidelio, the judges said, “[OpesFidelio] definitely shifted the dial in terms of their digital offering. [They] had a well-structured plan and delivered it.”
Aisa International Chief Investment Officer Christopher Lean said, “We appreciate the recognition of our investment planning services. We work diligently to stay abreast of the changing international regulatory landscape so we can provide our clients with the peace of mind they’re looking for. Our advisor network, OpesFidelio, works throughout Europe, using our proprietary digital software, MoneyTrove, to offer clients individualized investment planning with our unmatched regulatory compliance knowledge. We demand that all clients receive the full protection afforded under strict laws, while attaining their financial goals.”
