Last month, we announced that the deVere Group is continuing its sponsorship of the British Rugby Club of Paris (BRFC). It is now the second consecutive season that the organisation has been the core sponsor of the high profile expat team. And with a new season,...
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I’m excited to report that deVere has secured the acquisition of Broadgate Advisory in Thailand, giving us greater reach and a more in-depth resource in the lucrative Southeast Asia financial advisory sector. Broadgate Investment Advisory Securities, to give it its full name, is the only expatriate...
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It’s been a whirlwind last quarter for many reasons, not least because we've taken our training and development programme up to the next level. Recently, I’ve visited deVere Switzerland (Neuchatel), deVere United Kingdom (London), deVere Spain (Madrid), deVere Italia (Milan) and deVere France (Paris) to carry out training...
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International Adviser is well known and respected as one of the mouthpieces of the industry, so it is not at all surprising that its annual awards are regarded as a reliable indicator of who is outperforming the rest. The International Adviser team takes great care when...
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This week has seen the introduction of ground-breaking technology that helps deVere Spain’s clients to find the best available insurance cover. The state-of-the-art software, which was developed by top insurance and IT experts, will explore hundreds of types of insurance, including life, motor, home, contents and...
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I’m delighted to announce that the deVere Group has recently rolled out its highly anticipated, pioneering paraplanning technology, ‘The Automated Reasons Why Letter Programme’. This revolutionary, high-performance software, which teams from our UK technical, IT, compliance, legal and customer service departments worked hard to develop over...
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For Jack Kerswell, the financial services industry is not so much a career as a way of life – exemplified in his rise from UK local bank branch manager to a significant leadership role within the deVere Group. His career started as a financial consultant for...
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Following the recent landmark deVere Group-Goldman Sachs Asset Management convention held in New York, I interviewed Aizen Kusumi, an Associate at GSAM to gain a greater understanding about the special relationship our influential global organisations enjoy from the GSAM perspective. See the transcript of our...
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I’m pleased to announce the launch of Sales Mastery 360º, a new, weekly, live, web-based training hour in which I will share with deVere’s European advisers many of the lessons and experiences acquired throughout my 16 years’ in both onshore and internationally based financial services. Throughout...
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In today’s fast-changing and increasingly globalised and competitive world, it is harder than ever for graduates to make the right decision when it comes to selecting a graduate scheme. This important life choice could – and possibly should - have a profound effect on the rest...
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It has been recently reported by the Association of Professional Financial Advisers (APFA) that the number of financial advisers based in the UK is continuing to fall, largely due to the effects of the Retail Distribution Review (RDR). I mentioned the potential and unintended effects of...
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The deVere Group’s global reputation for providing its existing and potential clients with an enviable, results-driven service is built on the foundation of delivering world-class, independent financial advice. As all our clients, naturally, have different financial needs and objectives, we believe that it is of paramount...
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Earlier this month (Monday 15th July), deVere Spain relocated its headquarters from Marbella to Mijas Costa - 25 kilometres east along the coast. The primary motivation for the move came about because we felt that the high-end modern offices in Mijas Costa will benefit our advisers...
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I’m more than proud to announce that the deVere Group is holding a three day convention in New York City with Goldman Sachs Asset Management, a preferred asset management provider, who provide exclusive investment management solutions to our clients. The convention will take place from Thursday...
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In these days of low returns, it is particularly satisfying to report that this year to date our clients have been able to benefit from some excellent maturities. Naturally, the financial experts at deVere Group put a great deal of thought and energy into securing the...
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Here, I speak with the senior GAM Investment team and learn more about their relationship with the deVere Group globally and their views on the markets. How does GAM work with deVere to provide their advisors and clients the very best levels of support? Like deVere GAM...
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An experienced and dedicated professional, Kevin White is the deVere United Kingdom’s Head of Financial Planning, a senior position with responsibility for the growth of the business and the development of long-term client relations both at home and abroad. Kevin has been in the financial services...
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Today we officially confirmed that the deVere Group’s Western European arm is to imminently launch an Executive Committee (Ex-Co) of leading industry figureheads from within our organisation. The Ex-Co, which I’m delighted to be heading up, will comprise of Paul Dodds, Senior Area Manager of deVere...
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Colin joined the deVere Group in October 2010, rising quickly to his senior role in deVere Italy in July 2012. To maintain its world leading status, deVere Group invests considerable time and energy in recognising and rewarding staff excellence - Colin’s rise through the senior ranks...
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During my recent visit to deVere Switzerland’s Geneva office, I was invited by Swiss financial television station, Dukascopy TV, to discuss on-air the changes to the way tax residency status is determined in the UK. The interviewer, Doireanne McDermott, started by asking about when and why...
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Mitch Hopkinson joined deVere United Kingdom, part of the world’s leading independent financial consultancy in 2012. His remit is to help build on the strengths of deVere and maintain its leadership position in the UK through the provision of world-class personal consultancy and support. And to...
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Recently announced, here’s some extremely positive news for both the deVere Group and our clients. Q1 2013 turnover and profits have soared. Get this: turnover has increased by 21 per cent and profit is up more than 300 per cent, compared to the same quarter...
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For any parent, there is no doubt that your family is the biggest asset you have and ever will have. We all work incredibly hard in provide both a lifestyle for today and financial security for the future but should the inevitable happen prematurely, you...
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Whether you are living in the UK or have repatriated to another country, property is always an integral part of your financial circumstances. With mortgage rates falling, there has arguably never been a better time to review the mortgage market and the various options available...
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It never ceases to amaze me, the amount of people who view change as a threat, a negative, or indeed an excuse for giving in. You won’t be surprised to learn how wrong they are, and here’s why. Financial services is an industry of constant change...
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