Build the Business You Always Wanted
Helping ambitious financial advisers build more profitable, valuable and internationally capable businesses.
Are you looking to:
Retain more of your revenue
Build a long-term business with real value
Handle UK & US clients in the EU
Utilise the latest modern technology
Access Investment management
Why advisers move to OpesFidelio:
%
Time saving Technology
%
Strong Regulation
%
Investment Expertise
%
International Capability
%
Retain more Income
%
Access to specialists
%
Exit Planning and succession support
%
Independence without isolation
%
Build recurring fee revenue
%
Compliance burden reduced
The Mission
We provide the infrastructure. You build the business.
Regulation, technology, investment expertise and operational support – everything you need to grow with confidence.
Four Big Benefits
Grow Your Income
- retain between 90 to 97% of fees (100% possible if utilising our investment services)
- transparent pricing
- no unnecessary overheads
Reduce Your Workload
- compliance
- administration
- due diligence
- technology constantly developed
- back-office CRM
- back-office communication tool
Grow Your Business
- US connected investment capability
- pension specialists
- discretionary investment solutions
- Hive communication tool
Technology “Trove and Hive”
Imagine having…
- client access
- adviser dashboard
- investment reporting
- document storage
- AI assistance (coming soon)
- mobile access (App)
Being a Network Member
We invest heavily in research, compliance, investment governance and technology so that you don’t have to.
That means more time with clients, lower operational costs and a stronger long-term business.
Don’t just take our word for it
Listen to what some of our members have to say
Join Us
We help advisers build businesses that are more valuable, more profitable and easier to operate.
Whether you operate independently or manage a growing advisory business, OpesFidelio gives you the infrastructure of a major regulated wealth management firm while allowing you to retain your independence.
You choose your Membership Level
Assurgo
Enterprise Membership: Ideal for advisers with current funds of over £3 million under management focused on the EU.
Proficio
Professional Membership: Ideal for advisers with 7 or fewer clients within the EU, but perhaps operating from outside the EU.
Corporate Membership: Ideal for companies focused on IDD rules, with a minimum £10 million under management within the EU.
Our Vision
Our ambition is to become Europe’s leading adviser-focused international wealth management network, combining regulatory excellence, technology and investment expertise with the entrepreneurial freedom advisers value.
Regulation Geared to your business
Regulated across key European jurisdictions through our MiFID and IDD licences, providing the framework to support advisers and clients across Europe.
Four regulated companies based in the EU and UK, as well as holding an SEC licence in the US.
- Ability to advise internationally
- Solutions for US-connected clients
- Institutional investment capability
Our Ethos
It is wholly built on:
Integrity
Do the right thing
Flexibility
Your clients are hosted under our agencies, but you can transfer them away from the network
Transparency
Clear charging fee based. Clear communication
Long-term relationships
Success is measured over decades, not transactions
Qualification Requirements
Membership is subject to regulatory approval, professional qualifications, demonstration of CPD and due diligence.
NOTE: MiFID investment advice requires recognised and current Level 4 qualifications or an EU investment qualification. Advice on UK pensions requires Level 4 qualifications.
Exiting the network is possible at any time with 3 months’ notice, but the full initial upfront payment will be retained. Client earnings from the date you leave will be retained until transferred to another regulated agency.