November 23rd 2018, The Netherlands: Aisa Group, known as Aisa International outside of the UK, and Beacon Global Group – Europe B.V. have announced a strategic agreement to support Americans living Europe with financial planning and investment advice. This announcement also covers OpesFidelio, the network in Europe set up by Aisa Group.
Financial planning and investing for Americans has become harder in recent years with the IRS and FATCA causing Americans to be unwelcome at many financial institutions. It’s caused difficulty opening bank accounts, closed US brokerage accounts, complicated tax codes, confused financial advisers; and offered few quality investment options.
There are now other investment options, such as the Universal Access Bond®, for Americans to invest in that should solve both their investment choices and more easily meet their tax reporting obligations. Aisa International and OpesFidelio will be helping them with bespoke financial advice and portfolio management services on their European assets as well as introducing them to advisers who can support them with their U.S. assets – thus ensuring everything is reviewed holistically.
James Pearcy-Caldwell, CEO – Aisa Group said: “For some time we have recognized the need for a solution meeting the needs of those with American assets or connections. In Beacon Global we believe we have found that solution and this can only be good for expatriates who want joined up, transparent, effective advice.”
Randy Landsman, CEO – Beacon Global Group said: “We are delighted to have identified a very high-quality team of advisers operating across Europe. Their client centric ethos is extremely strong, and they are an ideal fit for Americans overseas. We are excited to be working with them as part of our network designed to provide seamless local country & US expertise.”
