In international financial services there are some big names, big characters and long-standing influential industry people. Leaders of Aisa Wealth & Investment Management, Aisa International, and OpesFidelio are on this list.
Europe
AWIM Expands International Service
Aisa Wealth & Investment Management Expands Its Capabilities with a New International Wealth Management Service. One of the first services to launch is a US-connected investment portfolio, specifically designed for clients with US tax reporting obligations.
Isle of Man Insurance Bonds Sold in the EU Could Be Illegal
Insurance bonds from the Isle of Man and Channel Islands are often sold illegally to expats in the EU. They don’t offer promised tax benefits and lack EU consumer protections. If you have one, get it reviewed by a qualified adviser.
US Bonds and Markets Decline Simultaneously
The simultaneous decline in U.S. stock market and bond values in April 2025 is a rare and complex phenomenon, primarily driven by the announcement of sweeping U.S. tariffs and their broader economic implications.
Semiconductor Industry: Driving Force Behind Modern Technology
The semiconductor industry has the potential for significant growth for investors. Learn a little about this digital essential.
Who Wins in a Trade War?
In a trade war, there are rarely clear “winners” in the traditional sense. Instead, the outcomes are often complex and can have negative consequences for all parties involved, including businesses, consumers, and economies.
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.
Unnecessary Hidden Fund Fees?
Why are financial advisers not telling you how to avoid unnecessary hidden fund fees? The outcome of your investments depends on it!
When Free Financial Advice is Not Actually Free (Pt 2)
What are the best – and worst – ways to pay your financial adviser?
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.