Aisa Wealth & Investment Management (AWIM) has appointed Jez Bezant as Head of International Wealth Management to lead development of a comprehensive service for HNWI clients with complex cross border needs.
The offering will include international financial planning, tax-efficient structuring, and investment strategies across multiple jurisdictions. It is intended to provide a seamless, in-house solutions to clients whose requirements extend beyond a single market—eliminating the need to refer them externally, as has been necessary in the past.
One of the first services to launch is a US-connected investment portfolio, specifically designed for clients with US tax reporting obligations.
James Pearcy-Caldwell, AWIM CEO, said: “I am delighted to welcome Jez to Aisa Wealth & Investment Management. His deep expertise and global experience will bring significant value to our clients and across the group, including our OpesFidelio network. We’ve been actively seeking robust in-house US solutions, and I look forward to the developments Jez will be announcing in the coming weeks.”
Aisa Wealth & Investment Managment has been created as an umbrella entity. Companies include Aisa Financial Planning – UK; Aisa International – CZ; Aisa International – FR; OpesFidelio Adviser Network – EU; and OpesFidelio Brokers – CY.
