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.
Insights
Postrehy
Cayman Funds: Investing as an EU Resident
Cayman funds may offer attractive tax benefits, but EU residents may face hurdles and even legal complications.
Aisa International Joins Industry Leaders at BCC Annual Meeting in Prague
Aisa International is proud to be a Patron of the Prague British Chamber of Commerce and continues to join other industry leaders in supporting our community and beyond.
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.