UK financial planning firm Aisa International has set up a branch in the Czech Republic following its registration as a Mifid tied agent, as part of the firm’s ambitious plans to set up further such branches in future.
The UK government’s plans to potentially scrap the current ‘advice safeguard’ on some overseas pension transfers has met with a mixed response from the financial services industry, with some experts welcoming the move while others believe it will put consumers at risk of being targeted by fraudsters.
We all know that people matter when it comes to business success, says James Pearcy-Caldwell, co-founder of financial planning firm Aisa.
The introduction of a Europe-wide single pension product will be good for providers and savers, an EU regulator has said.
In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines.
James Pearcy-Caldwell, co-founder Aisa, explains why he backs fees over commissions and how his evolving network offers a halfway house for advisers working in Europe.
The Czech Republic’s trust law is just 23 days old today‚ but already‚ wealth managers there and elsewhere are keen to learn more about it. Here‚ five Czech-based experts‚ who were involved in advising on its creation‚ and who are now involved in putting some of the jurisdiction’s first trusts together‚ discuss its features‚ attractions‚…
Since the beginning of January‚ wealth managers in the Czech Republic have been able to make use of trusts for the first time‚ following extensive changes to the country’s civil laws.
OpesFidelio, a recently-formed wealth management network with global aspirations, has named Christopher Lean to be one of its Czech Republic-based representatives, operating out of its Prague office.
