Stay updated on the latest investment trends and performance. Discover the factors affecting current investments.

Stay updated on the latest investment trends and performance. Discover the factors affecting current investments.
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.
Stay updated on the latest investment trends and performance. Discover the factors affecting current investments.
Among the malpractices that expats should be particularly aware of, is investment advice provided by unlicensed advisers.
Why are financial advisers not telling you how to avoid unnecessary hidden fund fees? The outcome of your investments depends on it!
Financial advisers in the Czech Republic often offer ‘expats’ free financial or investment advice or even free investments (buy something and you get something else free). “Free” is rare!
MiFID investment advisers offer much higher consumer protection levels and regulatory protections than IDD advisers.
EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
Use our Due Diligence checklist to find out if your financial adviser is qualified, regulated, and legal.
The resource matches European investors with one of more than 40 highly qualified advisers, based on their location and investment needs.
US expats’ financial management concerns include reporting all income, earnings, and investments to the IRS. As specialists, we can help!
You're invited to attend a morning seminar hosted by the British Chamber of Commerce. Date: 28/02/2024 Time: 09:00 - 11:30...