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AWIM Expands International Service

by | May 23, 2025

Cross-Border Investment Planning, Europe, Top Stories, UK Expats, USA Expats, What's new in Aisa

Aisa Wealth & Investment Management Expands Its Capabilities with a New International Wealth Management Service

We are pleased to announce Dr. Jez Bezant has joined Aisa Wealth & Investment Management (AWIM) as Head of International Wealth Management. 

In this newly established role, Jez leads the development of a comprehensive service designed for high-net-worth clients with complex cross-border needs. The offering will include international financial planning, tax-efficient structuring, and investment strategies across multiple jurisdictions. 

A key objective of this initiative is to provide seamless, in-house solutions to clients whose requirements extend beyond a single market—eliminating the need to refer them externally, as has been necessary in the past. 

Dr. Jez Bezant

One of the first services to launch is a US-connected investment portfolio, specifically designed for clients with US tax reporting obligations.  

“I am delighted to welcome Jez to Aisa Wealth & Investment Management. His deep expertise and global experience will bring significant value to our clients and across the group, including our OpesFidelio network. We’ve been actively seeking robust in-house US solutions, and I look forward to the developments Jez will be announcing in the coming weeks.”  

James Pearcy-Caldwell

CEO, Aisa Wealth & Investment Management

We’re excited about this next phase of growth and the enhanced capabilities it brings to our international client base.  

AWIM

Aisa Wealth & Investment Management (AWIM) has been created as an umbrella entity to unify all our companies with coordinated management, allowing us to better serve our clients across the globe. Our companies include Aisa Financial Planning – UK; Aisa International – CZ; Aisa International – FR; OpesFidelio Adviser Network – EU; and OpesFidelio Brokers – CY.

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:

Chris Lean

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.

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.

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