the 2025 OpesFidelio conference provided an opportunity to explore comprehensive solutions tailored to the diverse financial challenges faced by expatriates residing in Spain.
Insights
Top 100 Most Influential Includes OpesFidelio and Aisa
In international financial services there are some big names, big characters and long-standing influential industry people. Leaders of Aisa Wealth & Investment Management, Aisa International, and OpesFidelio are on this list.
Cyprus OpesFidelio Brokers Educational Seminar
OpesFidelio Brokers Cyprus, a company of AWIM, held a well-received educational seminar in Geroskipou, Cyprus in May 2025.
2024 OpesFidelio Conference – Algarve Portugal
2024 OpesFidelio Conference covering pension, investment and financial planning for British, Irish and US Nationals residing in Portugal.
Your UK ISA is Not Tax Free Income in an EU Country
Author: James Pearcy-CaldwellISA’s are only recognised for their tax efficient status by HMRC within the UK for Ordinary...
What is the difference between MiFID and IDD Licenced Advisers?
Author: James Pearcy-CaldwellA firm with an investment licence typically has the authorisation to buy, sell, and manage...
You can join our network and start reaping the benefits straight away. Whether you are saving a monthly amount or have a lump sum to invest, we know how important it is to assist you in achieving your goals providing a financial environment to support you in every aspect of your financial future.