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- Custodian
- --
- Clients
- Retail
- Platforms
- Atlas prime
- Established Date
- 09-01-1999
- Office Locations
- 1
Office Locations
About Aisa International
AISA International is a UK-based retail wealth and financial planning firm, with client focus that includes entrepreneurs. The team provides investment planning and asset management alongside portfolio construction, tax and estate planning, and insurance/life insurance solutions, using mutual funds and pooled vehicles and allocations that can include fixed income, real estate, and private placements. Operates under the AISA Group brand with linked UK and international sites (EU/USA/France/Cyprus).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES LEONARD PEARCY-CALDWELL
Chief Compliance Officer, DIRECTOR, Financial Planner
- CRD
- --
- Ownership
- 50% but less than 75%
CLIVE RAYMOND TUTTON
Associate, DIRECTOR
- CRD
- --
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,826,058 | $1,043,477 |
| Non-Discretionary | $106,632,639 | $491,395 |
| Total | $126,458,697 | $535,842 |
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Separately Managed Accounts
Total SMA Asset: $126,458,697
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $5,701,488,957 | 100.0% |
| Total | $5,701,488,957 | 100.0% |