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OpesFidelio Conference 2024

by | Nov 7, 2024

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OpesFidelio Conference 2024

Pension, Investment and Financial Planning for British, Irish and US Nationals residing in Portugal

Hosted by OpesFidelio Financial and Wealth Management Adviser Network, the 2024 OpesFidelio conference provided an opportunity to explore comprehensive solutions tailored to the diverse financial challenges faced by expatriates residing in Portugal. 

The OpesFidelio conference was held 27th September 2024, at Tivoli Marina Vilamoura Algarve Resort, Vilamoura Portugal.

The annual event brings advisers and partner company representatives together to review current trends, technologies, and market outlooks and to discuss future potential opportunities.

Presenters included Max Durrant, Director of the OpesFidelio EU network of wealth management advisors, run by Aisa International, who provided insights on investments and insurance from a discretionary fund management perspective.

Representatives from Utmost International explained the benefits of Portuguese Tax Compliant Investments. Novia Global gave a seminar about the current UK pension rules and their regulated UK pension. Rod Edsell introduced new features that will be coming onboard for the client portal system used by OpesFidelio members.

LGT Wealth Management representatives Robert Hardy and Olivia Wingrove presented a market dissection and showcased investment solutions for Portuguese residents and their bespoke US services.

James Pearcy Caldwell of Aisa International provided a unique perspective on the psychology of investing, and how it affects investing, retirement, taxation, and more.

James Pearcy Caldwell, Aisa International

Olivia Wingrove, LGT Wealth Management

Paul Forman, Novia Global

Max Durrant, OpesFidelio

Robert Hardy, LGT Wealth Management

Rob Edsell, Money Trove

James Pearcy Caldwell, Aisa International; Adam Smith, OpesFidelio; Clive Tutton, Aisa International

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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