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Opes Fidelio Conference 2024

by | Aug 23, 2024

Cross-Border Investment Planning, Europe, Top Stories, UK Expats, USA Expats, What's new in Aisa

OpesFidelio Conference in Algarve Portugal 2024

Opes Fidelio Financial Advisers Prepare to Meet in Portugal

Our advisers from across Europe meet once a year at the Opes Fidelio conference, to learn the latest insights, regulations, and client solutions strategies.

The annual Opes Fidelio 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. See the details below.

Expert Guidance

Learn from leading experts at the Opes Fidelio conference, including LGT Investment management about how discretionary investment managers work for you as expatriates.

Tailored Strategies

Understand how personalised strategies from our Opes Fidelio advisers can address your financial needs even with US or UK assets. Learn how the psychology of investing can benefit you.

Invaluable Insights

Consider Utmost’s cost-effective and tax efficient solutions under the new and existing NHR rules for US, UK or EU citizens.

Guests may have current or past ties to the US, UK, or South Africa.

Financial Planning Seminar by pesFidelio

Learn More

Opes Fidelio – European network of advisers, run by Aisa International.

What’s New in Aisa – Other recent awards, conferences, and news about Aisa International and Opes Fidelio.

Aisa International – Investment portfolio management for UK and US expats, based in Prague, Czech Republic.

Contact us – We’re happy to answer your questions!

OpesFidelio Wealth Managers

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:

Chris Lean

In the UK he worked with accountants as an independent financial adviser, qualified as a Chartered Financial Planner and became an examiner for the Chartered Insurance Institute. He also qualified as a European Financial Planner and specializes in investment and pension advice to clients.

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.

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