Your Independent Financial Advisor
As one of the world’s largest independent international financial consultancies in the world, deVere Group has one unswerving clear purpose: to help our clients plan and achieve their medium and long-term financial goals.
We believe that by building a long-term, trusted relationship with you, our Wealth Management Advisors can provide the advice and investment products you need, and help you reach your important financial targets – even as your priorities, ambitions and objectives change over time. deVere Group gives you access to first-rate investment products.
No matter where you are in the world – and what your requirements are – our financial advisors are at hand to tend to your personal needs. We recognise that deciding on where to invest your money is a highly individual preference.
This is why we stress the importance of our clients being offered the best independent tailor-made personalised advice and guidance.
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Wealth Management Advisors
Our Wealth Management Advisors are the very heart of deVere Group. They provide a comprehensive, bespoke strategic financial plan to enable you to work towards your specific personal money needs and long-term financial targets.
Once you become a deVere client, you will be assigned a personal financial advisor who will start you on your new journey. Working hand-in-hand with you, your financial investment advisor will help you manage your assets, give you the invaluable investment advice you need, suggest the appropriate products, and keep you informed every step of the way.
Our experienced and professional financial advisors are at your service, to offer their vast expertise via results-driven personalised services and tailor-made strategies. Our services include retirement planning, fixed-income investments, ESG investing, property investment, digital asset investing and much more.
Contact us today for more information, and let our wealth management advisors provide a customised financial solution for you.
Investment Opportunities
Pensions
How do you want to spend your post-working life? Planning for your retirement has never been so important. We all work hard and want to enjoy our golden years free from money worries. This is where deVere comes in. Working with you and keeping all your requirements in mind, we provide our clients with expert pension guidance, advice and solutions that help you to secure tax-efficient financial freedom in retirement.
It’s never too early (or too late) to start investing in your future, whatever age you are. Once you make the decision to use our retirement planning services, one of our pension specialists will sit down with you and map out a personalised plan to enable you to live the worry-free lifestyle you and your loved-ones desire and need once you have retired. If you are one of the increasing number of expats who wish to transfer their UK pensions, we can also give you advice to help you decide the right way forward for you through our complimentary four-step analysis. Speak to us and start planning your post-work future with deVere.
Fixed Income Investments
Fixed Income Investments are ideal for those investors with a lump-sum who would like to earn a fixed income on a deposit, as they generally offer a steady income stream and more secure returns, as well as lower risks than stocks.
A large number of investors are now opting for fixed income investments rather than holding deposit accounts with a bank. One type of fixed income investment are our Structured Notes products, which offer you a fixed return that is dependent on certain market conditions; for instance, major markets or companies maintaining 80% or 90% of their value after a set period of time, usually between three to six years.
Contact our experienced and professional financial advisors for more information if you are interested in becoming part of our exclusive client base, benefitting from higher rates of interest than a bank would normally offer.
Digital assets
As technology permeates more and more aspects of our daily lives, investing in Digital Assets has become increasingly popular. Digital assets such as cryptocurrencies and NFTs are huge potential investment opportunities. It can also help with portfolio diversification.
But which crypto is the ideal one for you? And do you know your DeFi from your NFT? The best way to answer these questions is to take advice from our expert financial advisors who have top-notch market knowledge in this kind of investment product.
Want to know more? Start by checking out deVere’s extensive guide to NFTs.
Commodities
Considered one of the major classes of investment, Commodities include oil, gold, grains, beef, coffee, and natural gas. They affect the prices of many things people use in their daily lives – like food, clothes, and petrol. In the long run, they are ‘controlled’ by supply and demand, which can be affected by events such as wars, economic uncertainty, pandemics, or natural disasters. If you are wondering which the best commodities to invest in are, contact the experts and we will put you in touch with one of our experienced and professional financial advisors right away.
Stocks and Shares
There are an enormous number of stocks to choose from, in a huge range of industries. So, investing in Stocks and Shares can be a little mind-boggling, especially if you are new to investing.
Investing in the stock market carries an amount of risk (same as any other type of investment), but it can be very profitable… when done right. At deVere, your financial investment consultant is here to provide advice and help you every step of the way, to assist you to decide what your long-term life and financial goals are, and what level of risk you are willing and prepared to take, amongst other important matters. Let’s get you started on this financial journey.
Mutual Funds and ETFs
If you decide to invest in Mutual Funds, your money will be pooled together with money from other investors and used to buy securities such as stocks and bonds. Mutual Funds only update their prices at the end of each trading day.
An Exchange-Traded Fund (ETF), on the other hand, is an investment product that is traded all day on an exchange just like stocks, and contain many types of investments, including stocks, commodities, bonds, and foreign currency.
Investing in Mutual Funds and ETFs are both good ways to ensure portfolio diversification.
ESG Investing
Environmental, social and governance (ESG) matters are becoming progressively more important for us all. At deVere we know the impact that socially responsible investing has on the future of the world around us.
ESG investing has become a popular way for people who wish to pursue sustainable and responsible investment options and incorporate such investments into their diversified financial portfolio.
Property Investment
Purchasing a house or any type of building and living in it is not the only way to get involved in property. Property Investment is when you buy real estate with the intention of making money through the resale of said property and/or via rental income.
Property investment is big business, and, if carried out properly, it can be very lucrative. At deVere, one service we provide which will make your property investment experience much easier is tax consultancy. We also provide a foreign exchange service, as well as life insurance services.
Interested? Contact us for more information and we will put you in touch with one of our financial advisors.
Online Banking
Available for both iOS and Android users, the deVere Vault app and deVere Vault Prepaid Mastercard® offer you easy, borderless, accessible, secure, and convenient online banking .
Through Vault, you can make use of your money wherever you are, without exorbitant exchange rates. And since it is paperless, you are also helping the environment.
Fintech
deVere’s various Fintech apps were designed to offer ease, convenience, and associability for our clients to monitor and manage their investments. These include low-cost investment app Catalyst; the deVere Investment app where you can invest in structured products; Core where you can monitor and track your portfolio; and IdentMe, an app where your identity and KYC docs can be uploaded and verified.
Financial Advisors Near Me
There are plenty of financial advisor companies in the world. But only one deVere Group. Once you make the decision to take the plunge to start on your investment journey, and you need some first-rate financial advice, the first thing you will likely ask yourself is: “Where can I find a financial advisor near me?”
Luckily for you, the deVere Group has a global presence with offices all over the world, and with advice provided in over 100 countries.
Check out our locations here and get in touch with a deVere financial advisor today.
The deVere Group of Companies, is licensed in various jurisdictions, however, the products and services offered by the respective entities may vary per jurisdiction. The deVere Group does not warrant, either expressly or implied, the accuracy, timeliness, or appropriateness of the information contained on this website. The deVere Group disclaims any responsibility for content errors, omissions, infringing material and any responsibility associated with relying on the information provided on this website. For more country-specific products and services offered by the deVere Group of Companies, you may wish to visit the specific national deVere website, if and where available. The information contained in this website is for general guidance on matters of interest only. The application and impact of laws can vary widely based on the specific facts involved and your country of residence. Before making any decision or taking any action, you should consult a deVere Group Financial Advisor.
