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.
