Independent financial adviser Valiant Wealth has joined OpesFidelio to offer UK-regulated advice to international clients living and working in Italy, International Adviser can exclusively reveal.
Italy is a new jurisdiction for the IFA network OpesFidelio.
Valiant Wealth offers financial advisory services to the UK expat community in Italy and was founded by Tom Goold and Adam Smith, who both live in Rome.
The firm will gain access to all of OpesFidelio’s services which include a full back office database, full due diligence service on new funds and a return to UK service for clients returning to the UK, which provides a fee split to network members.
Network expansion
Shane Wood, business development manager for OpesFidelio, said: “It represents an extension of the network into a new jurisdiction.
“Not only that, these two young advisers represent everything we are looking for in network members, possessing all of the drive, ambition and ethicality we look for when seeking to work with like-minded individuals across Europe.”
The OpesFidelio network is set up to work across the European Economic Area (excluding the UK) but does operate in other countries worldwide.
James Pearcy-Caldwell, chief executive of the Aisa Group, which is the parent group of OpesFidelio, also said: “With the addition of these quality advisers in Rome, our network has seen over a 100% increase in advisers over the past 12 months, demonstrating we are fast becoming the preferred European network of choice for qualified advisers.”
Aisa Group was founded by James Pearcy-Caldwell with business partner Clive Tutton in 1999.
It has regulated firms in mainland Europe, the US, the UK and South Africa. Due to Brexit, the Aisa Group has regulated itself for passporting not just from the UK, but also in Europe.
