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Expat advice from The deVere Group

Profile

The deVere Group is a global financial services business that advises expatriates on leading financial products in the marketplace, always with excellent customer service.

deVere currently advises over 60,000 expatriate clients in over 100 different countries with valuable advice from over 400 consultants in 50 offices worldwide, to help them create a financially secure future.

One of our experienced Financial Consultants can assist you in finding the right product that best suits your medium to long-term goals, by carefully going though the financial products from many different institutions we work with.

The success at deVere speaks for itself with over $8 billion of funds under advice and management, together with a record £100 million received on the online deVere Fund Platform after only a year in operation.

List of services

·         Tax efficient investments
·         International retirement planning
·         Online deVere fund platform
·         Online Family and estate planning
·         Currency exchange
·         Online trading (currencies, commodities and indices)
·         International healthcare planning
·         International and UK mortgages
·         Inheritance tax planning
·         International life assurance
·         Stock Trading

Who We Work With

Deutsche Bank

Deutsche Bank is one of the leading global providers of financial solutions in the market. It aims to create lasting value to its clients. The bank offers financial products and services for corporate and institutions along with private and business clients. Services include: trading, wealth management, corporate finance, retail banking, fund management, and transaction banking.

 

Morgan Stanley

Morgan Stanley is one of the world’s largest diversified financial services companies, with a reputation for excellence in advice on a global scale. Since 1935, Morgan Stanley has served as the preeminent financial advisor to companies, governments and investors from all over the world.

The Royal Bank Of Scotland

From its domestic origins, RBS has grown to become a major global banking operation with 42% of its business based on international operations. The organisation is now the second largest bank in the UK and Europe, and the sixth largest by market capitalisation in the world.

United Asset Management

United Asset Management harnesses the expertise of award-winning institutional money managers and combines financial strength and professional excellence to create diversified investment funds that meet the needs of private investors.

The company works directly with professional intermediaries. UAM concentrates on the design, construction and marketing of the range of funds, which are targeted at investors who are seeking absolute returns.

Valais Investments

Valais Investments aims to meet the financial needs of all clients whilst reducing the volatility of the portfolios. Valais Investments offer a highly personalised service recommending services that are bespoke for every customer.

deVere works with a broad range of investment and insurance companies to provide you with the best possible service for investing in your future.

Whether you are an expatriate or an international investor, we can provide you with sound and impartial advice which ensures potential to gain fantastic returns on your investments using products from one, or a range, of the companies listed above.

Free Consultation

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