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IA interview – James Pearcy-Caldwell and Robert Hardy

International Adviser speaks with chief executive of OpesFidelio and LGT head of strategic partnerships for UK and Int’l


This is an exclusive video interview with James Pearcy-Caldwell, chief executive of OpesFidelio, and Robert Hardy, LGT head of strategic partnerships for UK and International.

The duo discuss a variety of topics in the offshore advice market including:

  • The evolution of the Opes Fidelio business and the recent launch of its SMPS;
  • Chat around challenges of IDD versus Mifid licensed advisers;
  • Developments in offshore advice firms; and
  • Will M&A activity start to develop in the offshore market.


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