Aisa International and OpesFidelio Awards 2022

by | Dec 13, 2022

Showcasing global achievements in best practices in every aspect of business, wealth management firm Aisa International, has been crowned “Best in Investment Planning” in International Adviser’s Best Practice Adviser Awards for 2022.

Best investment planning firms are judged by how well they coordinate investment strategies and respond to market volatility, how competent their assessment is of risks, the thoroughness of their approach to due diligence, and demonstrated evidence of client satisfaction.

In its deliberation, judges cited Aisa International’s genuine innovation across regulated markets, its meticulous approach to investment planning, and its detailed client reports and information guides.

“We’re thrilled to receive this particular award this year because we really pride ourselves on the job our investment committee has done for our clients in the face of an extremely challenging economy,” said Chris Lean, Investment Director, Aisa International.

Aisa’s network of advisers, OpesFidelio, also took top honors at this year’s awards, which are decided by achievement evidenced through client and staff testimonials, among other things, presented by Morningstar Wealth Platforms and International Adviser.

OpesFidelio has been named Best in Client Services, which is awarded to firms that offer top-class advice that is perfectly matched to its client needs, for its highly detailed, engaged, and tech-driven financial portal, client retention, and fee transparency.

OpesFidelio also took the top spot for the Best Adviser Firm in Europe, which is awarded to firms that have a comprehensive, business-wide strategy for profitable growth and development.

After demonstrating evidence of a proven track record of success, and excellence in risk management, judges cited OpesFidelio for its, “due diligence, forward-thinking client-first manner, and the regulation and compliance running through its veins.”

“It’s a prestigious honour to be recognised in both of these categories because we have developed technological products using a business strategy that always puts our clients’ needs first and foremost,” said James Caldwell, CEO, OpesFidelio and Aisa International.

The annual Best Practice Adviser Awards are given to firms spread across the UK, Europe, South Africa, the Middle East, and East Asia with 12 categories covering every aspect of business, from quality front-line advice to back-office support. In partnership with Morningstar Wealth Platform, International Adviser’s awards seek to recognise firms that are putting best investment practices at the heart of everything they do for their clients and Aisa International and OpesFidelio have regularly appeared as winners in these awards.

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Aisa International, s.r.o. is a wealth management firm with an award-winning team who provides investment advice, financial planning, and asset management for U.S., U.K., and E.U. expatriate citizens residing abroad. Holding all current regulatory licenses, including the FCA license in the UK and the Investment Licence in the European Union, Aisa International is uniquely qualified to provide personal financial advice for U.K. pensioners living outside of the U.K. Headquartered in Prague, Czech Republic, Aisa International serves its global clients where they reside through its OpesFidelio network of highly-qualified advisors. For more information, please visit www.asiainternational.cz  

The views expressed in this article are not to be construed as personal advice. 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. 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. 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.

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:

Jett Vercruse

Jett Vercruse is an American freelance writer and marketing specialist based in Europe. With a B.A. in Journalism, Cum Laude, and a Master of Laws degree from Charles University in Prague, his writing expertise spans various niches, including business, finance, law, human rights, environment, higher education, travel, and culture.

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.