Business

Face to face contact has always been something we very much believe in when dealing with our clients.  On Thursday 13th of October, Colin and Nick ventured south to warmer climates to meet with clients in Southern Africa.  If you have not been contacted and would like to meet with us, or have any family, colleagues…

Many of our clients will already be familiar with the Novia Global investment platform, which we are currently implementing to replace many existing client portfolio structures.  A number of clients will already be aware of the advantage of having an investment platform in place, having reaped the benefit of adopting such structures into their portfolios previously, through…

For many clients who hold the Old Mutual bonds (previously Skandia), with the forthcoming restructure of the Old Mutual Group, the International arm based in the Isle of Man will shortly become ‘Quilter International.’  This will only take place however after the managed separation has been completed later in 2018.  For those clients who also…

OpesFidelio Ireland is delighted to welcome Colin Hudson back to work with the team in the Bray office.  Some clients will remember Colin from a number of years ago when he assisted in the project with the Old Mutual Wealth platform.  Having gained experience working in Dublin within various industries over the last number of…