OpesFidelio Conference 2025

by Chris Lean | Oct 24, 2025

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

Hosted by OpesFidelio Financial and Wealth Management Adviser Network, the 2025 OpesFidelio conference provided an opportunity to explore comprehensive solutions tailored to the diverse financial challenges faced by expatriates residing in Spain.

The OpesFidelio conference was held on 2nd October 2025 in Malaga, at the Salles Hotel.

The annual event brings advisers and partner company representatives together to review current trends, technologies, and market outlooks and to discuss future potential opportunities. James Pearcy-Caldwell as CEO gave a keynote address as part of the day’s presentation.

Max Durrant, Director of the OpesFidelio EU network of wealth management advisors, run by Aisa International, gave the opening introduction and discussed Aisa International’s central investment proposition. Max also provided insights on the opportunities for US citizens, living in Spain, to invest in IRS compliant investments- something that US expats find difficulty to access in the EU.

Nathan Sweeney of Marlborough Funds presented their low-cost fund propositions and gave an interesting macro overview of the current investment markets.

Simon Baker from Utmost International explained the benefits of Spanish Tax Compliant Investments and Paul Forman of Novia Global gave a seminar about the current UK pension rules and their regulated UK pension and introduced their new EU regulated platform.

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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Autorem článku je:

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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