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Aisa Group

Aisa Int’l embarks on new strategy starting with Czech branch

Companies | 14 Oct 16

Aisa Int’l embarks on new strategy starting with Czech branch

UK financial planning firm Aisa International has set up a branch in the Czech Republic following its registration as a Mifid tied agent, as part of the firm’s ambitious plans to set up further such branches in future.

Industry divided on UK plans to relax pension transfer rules

Best Practice | 4 Oct 16

Industry divided on UK plans to relax pension transfer rules

The UK government’s plans to potentially scrap the current ‘advice safeguard’ on some overseas pension transfers has met with a mixed response from the financial services industry, with some experts welcoming the move while others believe it will put consumers at risk of being targeted by fraudsters.

Can expats believe in chartered financial planning firms?

Best Practice | 30 Aug 16

Can expats believe in chartered financial planning firms?

We all know that people matter when it comes to business success, says James Pearcy-Caldwell, co-founder of financial planning firm Aisa.

EU watchdog defends widely criticised cross-border pension

Europe | 17 Jun 16

EU watchdog defends widely criticised cross-border pension

The introduction of a Europe-wide single pension product will be good for providers and savers, an EU regulator has said.

Three financial adviser initiatives: Aisa

Best Practice | 15 Jun 16

Three financial adviser initiatives: Aisa

In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.