Aisa is an award-winning firm with a global presence, renowned for delivering bespoke financial planning and portfolio management services. Our team of Financial Planners and Independent Advisers operate within an ethics-driven culture, dedicated exclusively to the needs of international clients.
What sets Aisa apart is the rare combination of exceptional investment management expertise and in-depth knowledge of complex tax legislation. In today’s fast-evolving regulatory landscape, our ability to offer legally compliant, strategically sound financial solutions is more important than ever.
"Aisa is one of the few firms whose taxation expertise is matched by their investment management skills. Both are top class, and in today’s rapidly changing tax legislation, it is vital to provide legally compliant solutions."
— Julian Gibbs, Columnist and Writer
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Aisa International has warned investors that they may not be choosing the right adviser given that consumer protections offered to investors through Markets in Financial Instruments Directive (MiFID) firms are vastly preferable over Insurance Distribution Directive firms, known as IDDs. The European-based adviser said its new research clearly showed the differences between types of adviser […]
Aisa International has identified a concerning increase in unlicensed advisers giving incorrect advice to investors, which it says can result in substantial, unexpected tax penalties. Specifically, the unqualified advisers are telling investors that Individual Savings Accounts (ISAs) purchased in the UK remain tax-free, even after they take up residence in another country. However, there are […]
Wealth management firm Aisa International has created a new resource to predominately serve US and UK expats living in Czechia, although the firm expects this also to be of interest to other nationalities with cross-border financial interests. In a statement, Aisa said the new website, aisainternational.cz, allows US and UK expat users to easily find […]
Prague-headquartered Aisa International's European advice network OpesFidelio has received formal notification from the Czech regulator that it has been granted a licence to operate as a portfolio manager securities trader with discretionary powers. The new licence enables OpesFidelio Network to offer its advisers both discretionary investment services and insurance licences under Mifid and IDD within […]
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