OpesFidelio Conference 2023

by Chris Lean | Oct 20, 2023

Events Gallery, Top Stories, What's new in Aisa

The annual OpesFidelio Conference was held in Prague, Czech Republic, Friday, October 13, 2023. Hosted by Aisa International, financial advisors of the OpesFidelio advisor group enjoyed a full day of presentations and discussion about the current state of global investing.

ATTENDEES

Over 30 people attened the conference from all over the EU and the UK. In addition to the presenters, key investment partners were also in attendance. These included; Jeremy Bezant phd- Evelyn Partners, Bron Lysiak- Brook MacDonald International, and Milly Baker- LGT Wealth Management.

2023 AWARDS ANNOUNCED

OpesFidelio announced the results of International Investment’s 2023 annual financial advisor awards:

Winner: Excellence in Advisory Best Practice, Region: Rest of World

Highly Commended: Excellence in Advisory Best Practice, Global Overall

Highly Commended: Excellence in Fintech (Advisors)

“This is the fifth year in a row, out of six, that OpesFidelio has won coveted awards in a range of business specialisms,” said Max Durrant, OpesFidelio Executive Director.

“We are particularly proud to be acknowledged as runner-up for Global Overall Advisory Best Practice, following the huge achievement last year of Best Adviser Firm Europe in 2022. We embrace these awards as recognition of the highly personalized service and global knowledge our clients receive from our professionals. The awards should also demonstrate the extraordinary expertise of, and opportunities available for, top-tier independent financial advisors within OpesFidelio’s network.”

TOPICS

Presenters from within Aisa Group and OpesFidelio, as well as guest speakers from outside the firms, covered essential topics for financial advisors.

The agenda included:

Max Durrant – Exec Director- Introduction and Investments

James Pearcy-Caldwell – CEO Aisa Group and OpesFidelio- Keynote Speech

Christopher Lean – CIO Aisa International – Understanding licences

Simon Baker- Sales Manager Utmost – Utmost’s proposition in Europe

Paul Forman – Technical Manager Novia Global- 2023 and beyond

Jakub Tykal – Client Compliance Aisa International – Internal compliance update

John Reid – Head of UK Investment Team- Portfolios and DFMs

Tereza Bozdechova- Operations Manager Aisa International- Trove looking forward

SCENES FROM THE SCENE

Pictured left to right:

James Pearcy-Caldwell, Co-Founder and Compliance Officer, Aisa Group and OpesFidelio; Simon Baker, Utmost – EU Manager; Chris Lean, Aisa International Chief Investment Officer.

Pictured left to right:

Joe Whitby, Spain; Theofilos Kapetanios, Greece; Milly Baker, LGT Wealth Management – UK.

Pictured left to right:

Group; George Whitby, Spain; Anton Golikov, Finance Director – Prauge.

NEW LOGO

The new OpesFidelio logo was unveiled to the group. The new logo conveys the client-centered philosophy of OpesFidelio advisors, as well as a modern, updated, easily-recognizable iconic image.

LOOKING TO THE FUTURE

Key changes for the future were announced by James Caldwell as the award-winning Trove is being upgraded to allow advisers to better service their clients and comply with all regulations. This will allow the OF advisers more time to spend with clients, more effectively and cost-effiently.

The investment outlook was discussed. While the markets have had a difficult couple of years, since Covid, the Russian invasion of Ukraine and the current problems in the Middle East, there is still value in the market and the investment team is starting to see improvements in client portfolios as a result of the work of the investment team.

Financial regulations were also discussed. OpesFidelio members were reminded of the importance of having both IDD and MiFID licences. Particularly when issued by a single regulator. This gives the members a competitive advantage over insurance-only licenced advisers and their lack of product solutions and ability to provide investment advice and removes confusion for potential clients where other networks have more than one regulator and provide advice from more than one regulated entity.

Aisa International

Aisa International, s.r.o. is a wealth management firm with an award-winning team providing investment advice, financial planning, and asset management for U.S., U.K., and E.U. expatriate citizens residing abroad. Aisa International holds all current regulatory licenses, including the FCA license in the UK and the Investment License in the European Union. Therefore, Aisa International is uniquely qualified to provide personal financial advice for U.K. pensioners living outside of the U.K. Aisa International serves its global clients where they reside through its OpesFidelio network of highly-qualified advisors. For more information, please visit www.asiainternational.cz.

About OpesFidelio: OpesFidelio is a wealth management firm with an award-winning team who provides investment advice, financial planning, and asset management for U.S., U.K., and E.U. expatriate citizens residing abroad. Holding all current regulatory licenses, including the FCA license in the UK and the Investment License in the European Union, OpesFidelio advisors are uniquely qualified to provide personal financial advice for U.K. and U.S. citizens living outside their home countries. Headquartered at Stitneho 202/35, 130 00 Praha 3, Czech Republic.

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”. Additionally, 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, this article is dated and is based on legislation as of the date. It should be noted that legislation changes, but articles are rarely updated. Sometimes a new article is written; so, please check for later articles. Additionally, check for changes in legislation on official government websites. Finally, this article should not be relied on in isolation.

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.

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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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