How are global markets looking at the start of 2025? Various factors influence the direction of the markets. Let’s look at key regions.
Cross-Border Investment Planning
Gilt Yields in the UK Bond Markets
There has been a lot of press coverage about the bond markets in the UK and international press. Investors should understand how higher gilt yields could affect their decision to transfer their pensions.
Psychology of Successful Tax-Efficient Investing
Exclusive for US expats in Czechia! Be sure to register now for Aisa’s free investing seminar on November 22, 2024: Psychology of Successful, Tax-Efficient Investing.
The Solution for Getting Cross-Border Financial Advice
British citizens in the EU, and other citizens with UK products, are finding it harder and harder to get cross-border advice about their investments and pensions- we have the solution.
Opes Fidelio Conference 2024
Our advisers come together once a year to learn the latest insights, regulations, and client solutions strategies. The annual OpesFidelio conference for our team of financial advisers across Europe is held in Portugal this year! This year, we’re adding a special session for expats who are based in Portugal.
Investing Top Tips: Who’s Really Advising You?
Among the malpractices that expats should be particularly aware of, is investment advice provided by unlicensed advisers.
Insurance Bonds in the Czech Republic
Does your insurance bond offer the necessary protections needed by expats living in the Czech Republic?
Czech Trusts and UK Inheritance Tax
Do UK citizens have no tax to pay on assets put into Czech Trusts? And, what happens when the original settlor dies?
2023 Investment Update Quarter 4
The investment update includes the status of investment portfolios, current factors affecting markets, geographical and sector outlooks, and asset allocation views.
EU vs non-EU Third Party Investment Advice – Part 2
EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
Due Diligence is Necessary to Choose the Right Financial Adviser – Part 3
Use our Due Diligence checklist to find out if your financial adviser is qualified, regulated, and legal.
Investor Resources Expand with OpesFidelio’s New Website
The resource matches European investors with one of more than 40 highly qualified advisers, based on their location and investment needs.