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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

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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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