Opes Fidelio Conference 2022

by | Oct 2, 2023


Nearly 40 members of Aisa International’s advisor network, Opes Fidelio, met in Amsterdam in October 2022. The company organizes an annual conference to bring members and product providers together to share updates and best practices in the world of professional investment portfolio management and cross-border financial planning.

Attendees overcame the logistical challenges of the Amsterdam Marathon blocking transportation avenues as well as an influx of people arriving for a concert. The advisors prevailed and held a productive meeting with their peers and colleagues.

The conference began by introducing a new internal communications tool. Then, an overview of the global economic outlook and how it related to Aisa International’s managed investments was presented. Essential cross-border advice directed at EU – UK concerns were covered.

The conference concluded with presentations and discussions with new partners LGT Wealth Management and Novia Global and the ESG Funds joint venture.

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:

Susan Austin

Susan Austin is a freelance writer living in Prague, Czech Republic. Originally from the U.S., she has written for and worked in many industries, including healthcare, transportation, travel and leisure, museums, education, personal finance, and archaeology.

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.