Welcome

About us

As an independent financial consultancy with a truly global presence, deVere Group prides itself in offering clients a world-class and results-driven service.

deVere Group was established in 2002 by CEO Nigel Green. As more and more people focused on opportunities abroad, Green saw a niche in the financial services market for them. Today, deVere Group has developed to become one of the world's leading independent international financial consultancy. With well over 80,000 clients in more than 100 different countries - and in excess of $10 billion under advice and administration - deVere Group aims to maintain its place at the forefront of the industry.

deVere Group's definitive aim is to support our clients in creating, growing and safeguarding their wealth. We want to join you on your journey and make your dreams come true.

What distances us from our competitors is our dedication to our team. As a powerful network of seasoned professionals, they are the backbone of deVere Group, allowing us to provide nothing short of the high-quality, and dependable financial advice that we have become renowned for.

Each client works with their own financial adviser. Together, they will develop, implement and manage a made-to-measure financial strategy that is fully in-line with the client's situation, needs and plans for the future.

At deVere Group, we work with people not numbers. Our clients' success is what determines our success.

Over the years, deVere Group has aspired to grow and ripen hand-in-hand with its clients. As a result, we have developed and grown our global presence considerably in order to best serve our clients, wherever they choose to call home in the world.

From FATCA, Retirement planning to Education planning and more, deVere Group offer an array of financial solutions to our clients which include international investors, expatriates and other globally-minded individuals.

By working with deVere Group, you will have peace of mind that your financial portfolio is in safe, proficient hands that know what it takes to secure, maximise and cultivate your wealth.

Company AimdeVere Group has always had one aim in mind - to help clients develop, maintain and grow their wealth through personal financial planning that makes sense to each individual client. We seek to help our clients make the best use of their financial assets by matching their individual goals with the service provider and strategy that is best-suited to help them achieve these goals.

deVere Group's financial advisers help their clients come up with a personal strategy that will ease their path towards the accomplishment of specific financial aims. Whether you’re planning for retirement, saving for a major purchase or your children’s education, or simply setting something aside for your own peace of mind, our leading financial consultants will provide you with trustworthy, independent advice that you can rely on, allowing you to confidently manage your financial investments.

As a result of this relationship based on communication and trust that we share with our clients, deVere Group has become the first word in independent financial consultancy.

Who we work withWhen working towards achieving your personal financial goals, it is always an easier task to accomplish if you have a financial plan that has been specifically designed for you.

This is where deVere Group comes in, to aid you in reaching your personal financial targets with our financial advisory services. As a leading independent financial consultancy, we are able to offer you exclusive investment products that have been specifically created for clients of the deVere Group by some of the biggest banks in the world.

deVere Group's financial advisers can use exclusive products to guide you and help you get closer to achieving your financial goals, whilst taking into account your personal finances, the goals you wish to accomplish in the short- and long-term, as well as what investment plans would be most fruitful for you.

So whether you are an established investor looking to get more out of your portfolio, or are brand new to the world of investing, deVere Group will match specific investment opportunities to your desired financial goals, guiding you every step of the way.

Morgan Stanley

Under this agreement, deVere has developed a series of unique products with Morgan Stanley.

About Morgan Stanley: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 600 offices in 36 countries

JPMorgan

The deVere Group enjoys a successful alliance with JP Morgan, which has led particularly to the launch of several exclusive structured products.

About JP Morgan: JP Morgan is a global leader in asset and wealth management services. They serve both corporate and high net-worth clients through JP Morgan Asset Management; Highbridge Capital Management; and Private Banking, which includes the Private Bank, Private Wealth Management, and JP Morgan Securities. With $1.9 trillion in assets under supervision, and $1.3 trillion under management, JP Morgan is one of the largest asset and wealth managers in the world.

Goldman Sachs

The Goldman Sachs Group is a leading global investment banking, securities and investment management firm that provides a wide range of financial services. Goldman Sachs provides investment management services and investment products across all major asset classes to a diverse set of clients.

About Goldman Sachs: Founded in 1869, the Goldman Sachs Group maintains offices in all major financial centres around the world.

The Royal Bank of Scotland

deVere and RBS have established an alliance which saw the launch of a new range of structured products that will be offered to deVere clients over the course of the coming months.

About RBS: The Royal Bank of Scotland Group is one of the world’s foremost financial services companies. They work closely with their personal, commercial and large corporate and institutional customers to address their financial needs. The Group’s brands include The Royal Bank of Scotland and RBS Coutts internationally, NatWest in the UK, Citizens and Charter One in the United States and other well known financial services providers. Their Global Banking & Markets business offers solutions which bring together an extensive range of capabilities including debt and equity financing, risk management and corporate finance advisory services.

Global Transaction Services is a leader in global payments, with expertise in international cash management, trade finance and card issuing and acquiring. Their integrated approach and client focus make them an important banking partner to major corporations and institutions around the world.

STM Group

STM Group offers retirement schemes which qualify as QROPS, Trusts, Foundations and Corporate Financial Services to an international client base. An international presence ensures the STM Group of companies are in a position to offer you the best range of products covering a multitude of jurisdictions.

STM Group Plc is a business listed on the London AIM in March 2007. The business was formed as a strategic investment company specifically to build a leading financial services group operating in the international corporate and trustee service provider (CTSPs) sector.

What we do

The deVere Group was established in 2002, with a view to provide a comprehensive range of financial planning and advisory services to expatriates living all over the world.

More than ten years later, deVere Group’s client base, as well as its service portfolio, has grown exponentially. We now offer an all-inclusive range of financial planning services that is broader than ever, including investment strategies, long-term financial saving schemes, as well as tax-efficient pension plans.

deVere Group formulates each financial plan according to its customers’ experience, portfolio and personal aims and goals. You will be assigned a certified, independent financial adviser who will help you through every step of the investment process, allowing you to feel completely confident that your financial decisions will generate the best returns for you.

deVere Group's broad spectrum of highly regulated, exclusive financial products has been developed through our powerful alliances with some of the largest international investment houses and insurance companies, giving us access to a wide range of exclusive products within the marketplace that are designed to meet your needs.

With several years of experience and dedication to improving and developing our services to best serve the needs of our clients, no advisory company is better poised to help you secure and maintain your financial independence more than the deVere Group.

deVere Group provides the following services especially for expatriates:

•Asset and Wealth Management

•Education Planning

•Life Insurance

•Online Fund Platform

•Regular Savings

•Retirement Planning

For more information on managing your personal finances as an expatriate, contact deVere Group for a free consultation today.

Free Portfolio Analysis

Total Investment Approach

At deVere Group, all the elements of our clients' current situation as well as their future goals and aspirations are taken into consideration when it comes to constructing a strategic, diversified, tax-efficient financial plan that will generate long-term rewards for you and your family.

deVere Group offers its clients free, professional analysis on their assets in order to help them adjust their portfolio. Clients with accounts in several banks risk losing sight of the different dangers related to money placement, including solvency, currency and location. We optimise their investments, giving them the opportunity to reap more returns. However, we make it a point not to gamble with your money – security and impartiality are at the heart of our financial advisory philosophy, and our greatest strengths include the ability to provide you with unbiased independent advice that you know you can trust.

We take into account the following factors when creating a financial plan just for you:

•Opportunities and risk

•Investment quality

•Diversification

•Tax optimisation

•Liquidity management

If you would like free confidential advice on how to plan adapt your investment strategy without obligations then contact us..

Personalised ManagementYour investment strategy should be fully in-line with your financial circumstances, as well as your long-term goals and aspirations. It should also afford you the flexibility of rearranging it to allow for significant life changes, including buying new property, having and raising a child, moving to a new country or retiring. Your financial adviser will also make suggestions on how best to adapt your strategy, based on the opportunities at hand.

Each client has different objectives so we plan out our strategies accordingly. A few examples of our clients' different goals include:

•To receive an income or pension

•To secure our children's future

•To ensure consistent long-term capital growth

•To make secure investments for a fixed period of time

•To put a little bit aside every month

Complete Service

In order to make sure that we offer the right investment solutions, we analyse our clients' financial situations before making any recommendations. These situations also include any potentially difficult issues concerning inheritance.

Since our advisory services are independent from any particular bank or insurance company, you can be sure that the solutions we offer are the ones best suited to your needs.