Previously, the husband and wife team worked with AES International for six years, providing advice to Irish residents and expatriates.
The Dublin branch will be known as OpesFidelio (Ireland) Ltd.
OpesFidelio is owned and managed by financial planning firm Aisa.
“Nick and Rachel provided a strong business model based on the same shared vision of transparent advice, consistent with the principles of best advice,” said Shane Wood, OpesFidelio business manager.
“I look forward to their continuing success, and providing the additional support, focus and investment diligence that they were seeking.”
Few advice firms offering transparency
Nick Reid said: “It is clear that at last very real regulatory changes are coming to the offshore financial services industry and whilst many operating within the industry purport to service their clients in an ethical and transparent manner, few advisory firms still do.
“We have always sought to build long-term relationships with our clients based on trust and this is also a key area that the Aisa Group truly believe in, acting in the best interests of their clients at all times.”
Aisa Group, which operates a fee-only payment structure, was founded by James Pearcy-Caldwell with business partner Clive Tutton in 1999.
