Author: Chris Lean

  • Giving portfolio bonds the personal touch

    Giving portfolio bonds the personal touch

    Personalised portfolio bonds (PPBs) are tailor-made for expats moving from country to country, providing them with a wide range of investments and juicy tax breaks, says Chris Lean, chartered financial planner at Aisa International.

  • Driving advice in Europe from sales to profession

    Driving advice in Europe from sales to profession

    Advisers in Europe need to embrace the hurricane of legislation that is about to hit them or risk “driving their business into a cul-de-sac with no reverse gear“, writes Chris Lean, a Czech-based chartered financial planner with Aisa International.