Wealth Management Advisors

Your Leading Wealth Management Advisor

deVere offers professional Wealth Management services to clients across the globe, with advice provided in over 100 countries, and offices in 27 countries.  

With services and products including but not exclusive to retirement, estate and inheritance planning, as well UK and Swiss pension information and lump sum and regular contribution investment, we can help you create, administer and maintain a tailor-made strategic plan to work towards your specific current money needs and long-term financial goals.  

There is no ‘one size fits all’ business mentality at the deVere; rest assured, our financial advisors will provide a personal approach and bespoke advice which is built on your individual circumstances. You will be assigned a dedicated wealth manager / financial planner who will update you every step of the way, keeping you informed via quarterly reviews, monthly update emails and more.

Talk to us if you are ready to start your journey to financial security and freedom.

We are the Global Leaders in helping people achieve their Financial Goals

What is the difference between Wealth Management and Asset Management?

The two terms sound similar and do centre round the same topic: increasing and maintaining wealth. However, they are far from being the same thing.  

While asset management is purely focused on growing an investor’s money by managing the assets and funds of that person or entity, wealth management takes a more holistic view of the client’s overall financial situation across multiple areas, and takes steps to ensure their wealth will be protected over the long haul. Wealth management addresses asset growth, insurance services, estate planning, pension analysis – everything to do with the client and their family’s wealth – in an analytical and comprehensive way.  

 

Wealth Management  Asset Management 
Takes a holistic/broad approach over several areas.  Takes a narrower approach. 
Addresses all aspects of wealth, such as asset growth, insurance, tax planning, and pension analysis to improve your financial situation and that of your family.  Focuses on monitoring and managing your assets and investments in the most cost-effective way. 
Creates long-term strategies based on individual objectives, existing financial circumstances, and risk aversion amongst others.  Allocates assets and investments to fall in line with your financial objectives. 

What is a Wealth Management Account?

This is an investment account or portfolio that is held under the supervision of a wealth manager who takes care of your financial requirements. This can include offshore tax efficient accounts, lump-sum investing, regular contribution savings plans and investment platforms.

Keeping tabs on your wealth is essential to ensure that it is being managed in the most effective and profitable way. Let us help you achieve your financial targets for a better and brighter future with added value.

What do Private Wealth Managers do?

deVere offers a plethora of financial planning and investment advisory services. Our highly skilled and professional financial advisors grow, preserve and protect wealth through their expertise and innovative solutions by providing holistic advice on a vast range of wealth management services.  

At deVere, our experienced and highly trained wealth managers do not merely dole out investment guidance or strategies. Through their attentive personalised services and bespoke quality advice, they will start you off on your journey to financial security and freedom, and assist you to make better choices, even as your requirements and exigencies change over time.

Contact us so we can start to help you reach your financial and life goals.

Click here to watch our Wealth Management video.

What is the difference between Wealth Management and Investment Banking?

As we have mentioned before, wealth management is holistic planning for individuals. Investment banking is completely different; it deals with institutions, corporations and governments rather than individuals. Wealth management is so much more. In a nutshell, with investment banking, banks invest large sums of capital in public and private companies, among other areas; while wealth management involves a more integrated approach and is an investment advisory service with the main aim of expanding and safeguarding your wealth over time.  
Wealth Management Investment Banking
A financial advisory service with the main goal of developing and protecting your wealth. A range of corporate financing services offered by investment banks and other types of bank.
Caters mainly to high-net-worth individuals. Caters mainly to corporations, institutions and governments.
Takes a more integrated approach to managing wealth. Guides, advises and assists you through investment opportunities.

Why Is deVere The Best Private Wealth Management Firm For You?

As one of the world’s largest independent financial advisory organisations, deVere provides the best private wealth management covering services including retirement planning, lump-sum and regular contribution investing, foreign exchange, estate planning, inheritance planning, pension planning and UK & Swiss pension analysis.  

Our experts will build a long-term, trusted relationship with you to be able to help you identify your strengths and challenges, managing and using your money without excessive exchange rates, thus working towards your financial security and wellbeing.

Wealth Management Future Trends

As a major wealth management firm, we must remain ahead of global trends. Innovative technologies have produced opportunities for us to engage with our clients in new and exciting ways.  

Nowadays, high-net-worth clients are progressively more inclined to consider digital tools for their wealth management. The steady rise in business interactions through digital channels is here to stay.  

It is now possible to incorporate investors’ Environmental, Social Governance (ESG) requirements into their wealth management plan. As one of 18 founding signatories of the UN-backed Net Zero initiative, deVere considers ESG issues a major priority. We offer free, independent guidance to clients on socially responsible investing, and we are also developing our own qualified sustainable investment products.  

Financial technology, better known as Fintech, has given wealth management firms a range of new technology used to improve the delivery of their products and services. Fintech can improve the client experience by further tailoring solutions to their unique needs.  

Robo-advisors provide automated, algorithm-driven planning services with minimal supervision. They are best suited for straightforward investing, rather than for more complex issues. They are not expected to replace human wealth managers but rather allow and aid them to focus on certain tasks while the robo-advisors do other work, such as data entry.  

FAQs 

Why is Wealth Management important? 

The short answer is financial stability. When done right by a reputable film such as deVere, wealth management can help you reach your fiscal and life goals, reducing stress and ensuring that your future is in safe hands.

How can deVere help me? 

As part of one of the world’s largest independent financial advisory organisations, our wealth managers will guide you through achieving your objectives with their quality bespoke advice and careful attentive service coupled with all the other extensive resources of the deVere Group of companies. Get in touch with us for more details, news and information.

How does a Wealth Manager take care of my needs? 

Many high-net-worth individuals have relatively good financial knowledge and understanding; however, it can be hard and time-consuming to keep up with reviewing your strategy in the ever-changing technological landscape and shifting complex global trends. That is where your dedicated wealth manager comes in. Furthermore, securing the assistance of a financial advisor can be a ‘buffer’ against unexpected crises, such as the Covid-19 pandemic, which caused huge monetary and economic losses to individuals all over the world.

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.

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