OpesFidelio
We help you avoid high charges and improve investment performance
Choose the Specialised Adviser that Best Suits Your Financial Needs
Did you know there are 4 types of advisers and 3 types of advice firms? To find out what you should know, and avoid before you pick your wealth manager visit Why Choose OpesFidelio page.
Our distinctive approach means when your needs change or you need specialised advice, we offer access to our award-winning team backed by technology.
Our Services
Our advisers work for you, not for commission.
We represent Wealth Management for the discerning investor.
Stock Trading
Explore OpesFidelio’s comprehensive approach to Wealth Management, Portfolio Design, and expert Securities Trading services today.
Which Advice Most Suits Your Needs?
Pension Provision
Aimed at clients who are seeking specialist pensions advice linked to UK pensions or indeed QROPS / QNUPS, as well as those who wish to save for their future.
Investment and Financial Planning
Aimed at clients who are seeking specialist investments, and wish to avoid high commission charges and unnecessary costs, as well as those who wish to save for their future.
Wealth Management
Aimed at clients who require a specialist plan utilising cash flow forcasting and projected returns linked to risk and net investments. It requires a fee to be paid.
Find Your Financial Adviser
To find an expert adviser in your area simply provide us with some information about the services you are interested in to view who's available.
Mission Statement
Our mission at OpesFidelio is to revolutionise the EU financial services industry by prioritising client transparency, utilising cutting-edge technology, and fostering mutually rewarding relationships between clients and advisors. We’re dedicated to empowering advisors, facilitating a robust financial ecosystem, providing clients with fee clarity and integrity, and supporting advisors in cultivating enduring, trusted relationships. Our goal is to ensure that all stakeholders prosper with confidence.
OpesFidelio Wealth & Asset Management
Our mission is providing guidance to you, our clients, on your financial investments in order to achieve your goals, and to do this as a full securities investment portfolio manager.
Our unique position allows us to create custom portfolios tailored to investors’ goals, risk tolerance, and personal circumstances using assets located in the EU, USA, and UK.
We offer both discretionary and advisory investment services and have the necessary experience, qualifications, tax knowledge, and regulatory licenses to provide guidance to expatriates both locally and across the EU.
Wonder and Amazement
No wonder our clients receive industry-leading returns from a top discretionary service and lower charges than average No wonder we have won European Adviser Firm of the Year no less than 5 times as well as the group receiving 40 other awards from multiple bodies.
Over 40 Awards Since 2009
2023 IA Best Practice Adviser Awards
Winner Excellence in Investment Planning Europe
2023 IA Best Practice Adviser Awards
Winner Excellence in Digital Innovation Europe
2022 IA Best Practice Adviser Awards
Excellence in Client Service Europe
2022 Money Marketing
Small Advice Firm of They Year (Finalist)
2022 Money Marketing
Best Investment Advice Firm (Finalist)
2022 International Investment
Winner Excellence in Fintech (Industry)
2022 IA Best Practice Adviser Awards
Winner Excellence in Investment Planning Europe
2022 Moneyfacts Awards
Investment Life & Pensions (Finalist)
2020 IA Best Practice Advice Awards
Winner Excellence in Investment Planning Europe
We're Here to Create a Financial Environment that Supports Every Facet of Your Financial Future
Whether you're setting aside a monthly sum or sitting on a lump sum ready to invest, we understand the significance of guiding you towards your goals. Feel free to contact us so you may begin enjoying the perks right away.
"Sustainable investing is redefining the mainstream.”