What are expats in the UAE most concerned about when it comes to their finances? We really wanted to know. You see, at swissglobal, our motto is to create personal success stories with you at the very heart of them. To do our job, we needed to...
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Since they were introduced in 2006, the popularity of QROPS (Qualifying Recognised Overseas Pension Schemes), an HMRC-recognised overseas pension, continues, alongside SIPPs, to grow amongst expatriates and individuals considering a move overseas. The ‘Pension Flexibility 2015’ changes to UK pensions, have also had a limited but...
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One of the main costs all parents should bear is educational costs. For many families, saving money for a child’s education is a must. Providing that child with the opportunity to learn and grow is just part of taking care of your family. Yet, knowing...
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As previously mentioned in my recent blog "Spenders vs. Savers: How they can meet in the middle", I mentioned a meeting with renowned psychologist and best-selling author, Dr Peter Collett. The meeting was absolutely fascinating! We discussed an important subject for anyone involved in financial services:...
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Inhertiance Tax (IHT) is widely regarded as the cruellest of all taxes. This is because it is a form of double taxation and because it impedes individuals having the opportunity of passing on their full estate to their loved ones, such as children and grandchildren. Unfortunately,...
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When Bank of England governor Mark Carney announced in August this year that interest rates were to remain at historic lows, some championed his implementation of so-called ‘forward guidance.’ But there were others, of course, who would inevitably lose out from it – and once again...
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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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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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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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The number of British citizens leaving the UK to start a new life abroad is on the rise again, according to official figures. Recently released data from the Office for National Statistics (ONS) shows that to the year up to September 2012, a total of 154,000...
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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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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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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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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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Everyday thousands of people transfer money from one currency to another and naturally always try to get the best possible rates available to them. The vast majority of these transactions are done with local banks who advertise that they can offer the ‘best rates available’,...
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Whether living abroad as an expatriate or living in the UK, planning for education and retirement is a vital financial matter. With so many expats in touch with financial advisers, it comes as a surprise that so many haven’t had their estate put in order...
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Sharing its financial planning expertise and in-depth market intelligence with Spain-based expats and international investors, naturally, forms a fundamental part of deVere Spain’s remit. One of the key ways it delivers the latest thinking on the pressing financial considerations of the day, and answers questions with...
Read MoreComplaining and double-crossing: utterly unfavourable characteristics that are, unfortunately, all too often associated with all parts of the financial industry. Even more unfortunate is the undisputable fact that these associations often stem from some within the sector itself - and not, as it’s typically assumed, from...
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