Aisa Recognized for Excellence in Investment Planning

by | Feb 8, 2024

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.” 

The views expressed in this article are not to be construed as personal advice. Therefore, you should contact a qualified, and ideally, regulated adviser in order to obtain up-to-date personal advice with regard to your own personal circumstances. Consequently, if you do not, then you are acting under your own authority and deemed “execution only”. The author does not accept any liability for people acting without personalised advice, who base a decision on views expressed in this generic article. Importantly, where this article is dated then it is based on legislation as of the date. Legislation changes but articles are rarely updated, although sometimes a new article is written; so, please check for later articles or changes in legislation on official government websites, as this article should not be relied on in isolation.

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Post written by:

Susan Austin

Susan Austin is a freelance writer living in Prague, Czech Republic. Originally from the U.S., she has written for and worked in many industries, including healthcare, transportation, travel and leisure, museums, education, personal finance, and archaeology.

Aisa International is the only financial advice service company specialising in advice for expats that is regulated as a Securities Trader in the Czech Republic, USA, and UK.