deVere Group — A World Leader In Finance For Expats
deVere Group is an award-winning global financial advice firm offering an international service to expats wherever they are in the world.
Under the watchful eye of CEO and found Nigel Green, deVere Group has grown in stature from humble beginnings to an industry goliath with more than 80,000 clients in 100 countries.
Green had the foresight to mould the company to serve the financial needs of growing numbers of mobile expats who slipped between the cracks of traditional financial advice firms because they regularly moved between financial jurisdictions.
The on-the-move lifestyle prevented many expats putting down financial roots, so deVere Group offered a simple solution to them — put your finances offshore and keep them in one place while moving between countries as and when you like.
The rest, as they say, is history.
deVere Group was founded by Nigel Green in 20220 and now has more than US$10 billion in assets under management as one of the largest and most successful independent and international financial advice firms.
The deVere mantra is to create, grow and safeguard client wealth.
The company does this with input from a team of seasoned financial advice professionals who work tirelessly to offer bespoke financial solutions to expats.
Every client has a dedicated adviser. Dedicated means advisers are responsible for following the deVere mantra personally for each of their clients by drafting a tailored financial plan that suits their current needs and future aspirations.
As Nigel Green often says, deVere works with people not numbers
The deVere mantra: Create, grow and safeguard
The deVere mantra applies if you are setting money aside for retirement, to fund education for your children or fund a major life event, like a wedding.
Advisers treat clients as partners rather than customers by making sense of their goals and dreams, explaining their option in simple terms as a grounding in sound financial advice.
The idea is clients re not force-fed a solution but help to plan their own financial futures by taking ownership of a personal strategy.
This innovation did not happen overnight but has evolved over years of putting clients first and responding to their needs rather than shoehorning them into a direction the company wants to take.
Nigel Green — deVere’s CEO and founder
Nigel Green isn’t only the face of deVere Group but a key figure in international financial services for expats.
His drive and determination have propelled deVere Group into pole position as one of the world’s leading financial companies.
He sits astride deVere Group, a labyrinthine conglomerate of 97 different advisory and fin tech organisations that stretches to every corner of the globe.
Green started his journey in financial services as an adviser in London, following his father into business.
The eureka moment was a trip to the sunshine Caribbean island of Bermuda where he realised expats needed a new kind of financial advice and no one was stepping up to fill the hole.
Shortly after this trip, deVere & Partners was born. As the business quickly expanded, deVere Group followed in 2002, based in Hong Kong.
Now, deVere has 39 offices around the world.
Always bucking the trend to innovate, Green is a fervent believer that fintech is the way forward for financial services and that location, time differences and a mobile lifestyle mean that this is the future for expats who want hands-on management of their money.
This vision has already projected deVere to the forefront of providing clients with 24/7 access to their savings and investments via smartphone apps and the internet.
Nigel Green is more than a figurehead. He’s a leader with a deep passion for his business who really cares about his clients. His DNA is irretrievably entwined with deVere Group and it’s hard to see a future when they are not moving onwards and upwards together.
What does deVere Group do?
deVere Group started and remains a comprehensive provider of independent financial advice for expats.
But the business has grown into much more.
Clients are now supported by an array of smartphone apps giving 24/7 access to client accounts and up-to-the-minute trading data for stocks and shares, funds, commodities and currencies.
Two of the most innovative apps are Crypto and Vault.
deVere Crypto
A secure smartphone wallet for trading and holding cryptocurrencies Bitcoin, Ethereum, Litecoin, Ripple, Dash, Monero, Stellar, Bitcoin Cash and EOS. The app comes with the latest trading and pricing data plus an essential stop-loss button that minimises risk.
deVere Vault
A handy app for expats for transferring and exchanging 22 foreign currencies at competitive rates with no hidden charges. Currencies settled are the British Pound, US Dollar, Euro, Swiss Franc and the Polish Zloty.
Vault also comes with a prepaid credit card for use at any MasterCard outlet or ATM.
Besides cutting edge technology, deVere Group offers clients a suite of traditional tax, estate planning and financial services all aimed at making life easier for expats:
Tax consultancy
Expert advice from professional tax advisers on everything from residency and international tax planning to capital gains tax and domicile status.
Education fees
For parents, grandparents and other relatives who want to contribute towards school and higher education fees for children in the family
Estate planning
A broad sector covering inheritance and wealth taxes paid by estates to Shariah wills and powers of attorney.
deVere Group CEO Nigel Green will pay for clients to make a will in a special offer
Pensions
Advice covers specialist offshore pensions for expats like the Qualifying Recognised Overseas Pension Scheme (QROPS) and international SIPPS
Investments
A whole world of investing across a huge range of assets including bonds, structured products and savings plans
Mortgages
For expats and other non-residents looking to buy a home in the UK to live in or as an investment. The service searches around 200 lender to find the best deals.
Life insurance
Choose from whole-of-life or term life cover with or without critical illness protection.
DeVere Group clients get to mix and match products and services with the help of their dedicated adviser who takes an integrated approach to putting together a bespoke financial plan for them.
The deVere investment approach
deVere Group advisers put their clients at the centre of everything they do.
That means benchmarking where their financial standing and finding out where they want to be as they pass their life milestones.
The process is ongoing as personal and financial circumstances change throughout the years.
Discussing and drafting a bespoke financial plan is free and gives expats an overview of their wealth and finances.
The financial life plan considers several factors personal to each client, including:
- Opportunities and risk
- Investment quality
- Diversification
- Tax optimisation
- Liquidity management
The aim is to collect information about an expat’s finances, savings and investments in one place and to make them easier to manage.
The next step is giving expats a comprehensive picture of the global economy with regular updates on market trends to give investors all the information they need to make informed decisions about their money.
deVere’s investment guru is Tom Elliott who takes the role of international investment strategist.
His market wisdom is disseminated in newsletters, seminars, videos and blogs. As a visiting professor at King’s College, London and after spending 18 years with JP Morgan Asset Management, leaving as an executive director, he has some experience in the field.
deVere takes the core satellite approach to investing. Rather than stake cash against several high-risk investments, a client portfolio is divided into two parts:
The core
This comprises between 60% and 80% of the portfolio allocated to top-quality multi-asset funds that are left to mature with the occasional review and rebalance by a fund manager. The returns are structured to reflect the client’s attitude and expectations to risk.
The satellite
The remaining portfolio is invested in higher risk funds chosen to beat the markets and propel growth.
Risk is controlled by adjusting the core-satellite investment ratio.
Why should expats work with deVere?
Working with one of the world’s leading advice firms like deVere Group can bring several advantages to the table for expats looking to save and invest:
- Exclusive products and services from big name financial and investment houses
- Ongoing no-cost financial and estate planning including a free will
- Smartphone apps giving 24/7 access to expat accounts from wherever they are in the world
- A comprehensive approach to financial services and investment that scours the market for the best products and services that suit their needs rather than selecting from a narrow range offered by many rival advice firms
deVere will also ensure an expat’s personal investment strategy matches their financial circumstances.
That means giving expats the flexibility of adjusting or even suspending their plans to lessen the shock of life events, like buying a home, raising children, marriage, bereavement or retirement. At these times, an adviser can offer a steady hand to keep financial plans on track.
Every client has different financial objectives, so deVere advisers plan strategies accordingly. 7
Examples of different client goals include:
- Receiving an income or pension
- Securing our children’s future with private schooling or sending them through university
- Ensuring consistent and long-term capital growth
- Investing for a fixed period
- Saving a little each month
FATCA help for US expats
FATCA — the Foreign Account Tax Compliance Act — has generated all sorts of issues for American expats and especially for Accidental Americans who may never have set foot in the US.
The main problem for US expats is finding banks and other financial institutions who are willing to take on the onerous compliance demanded by the US Internal Revenue Service.
Nigel Green has lobbied against FATCA from the start and has set up a dedicated advice service for Americans who find they are shunned by banks, credit card companies and mortgage lenders the world over.
deVere Group recognises the problems American expats face and has put together several FATCA compliant products and services that can help expats locked out of basic financial services regain their access to credit and banking.
Pension, savings and investment partners
Trusting deVere Group with their money is not a huge leap of faith for the company’s thousands of clients.
DeVere Group partners with some of the world’s biggest and most respected brands.
This advantage is not only reputational but financial, as deVere’s position at the head of expat financial advice opens doors for clients that would normally stand firmly closed for smaller organisations.
deVere offers clients regular exclusive investment products, often on beneficial rates and terms, that these leading banks and investment houses have put together:
Friends Provident International
A global life insurance, pension and investment company with strong ties to the Middle East and Europe
Hansard
A specialist investment manager for expats listed on the London Stock exchange
Morgan Stanley
The giant American investment banak based in New York at the heart of the world’s major financial markets
Providence Life
Another expat specialist in the field of life insurance, savings and bonds
Quilter
An expat investment specialist covering pensions, bonds and savings formerly known as Skandia
RL360
The offshore division of the UK’s Royal London Group
Trireme
A pension provider based in Malta
Utmost International
One of the world’s top five insurance companies based in Guernsey, The Channel Islands that offers wealth management services
Zurich International
Global life insurance, pensions and investment management
Where to find a deVere adviser
Wherever an expat is in the world, a deVere office is not far away — here’s a list of locations:
Office locations
- Sydney
- Melbourne
- Gaborone
- Shanghai
- Paris
- Accra
- Hong Kong
- Budapest
- New Delhi
- Jakarta
- Milan
- Kuwait City
- Vilnius
- Kuala Lumpur
- Ebene Cybercity
- Mexico City
- Monterrey
- Auckland
The deVere Group roll of honour
Recognition by your peers is a key factor in identifying a successful company in any sector and deVere Group and Nigel Green have garnered awards from across the financial services industry in recent years — and continue to win respect for their hard work and endeavours as they strive to attain perfection.
The roll of honour reflects how well the company and CEO are thought of by their peers:
2021
Nigel Green, Winner Global Awards, CEO Today.
2020
deVere Group, Best Independent Financial Advisory UAE, International Business Magazine.
Nigel Green, Most Outstanding Independent Financial, CEO Monthly
Nigel Green, Winner Fintech Awards, Financial Monthly
Nigel Green, Winner Global Awards, CEO Today
2019
Nigel Green, Personality of the Year, International Investment Awards
deVere Group, Excellence in Client Services, International Investment Awards
deVere Group, Best Fintech Innovation, International Investment Awards
deVere Group, Excellence in Advisory Best Practice — Europe, International Investment Awards
Nigel Green, Gamechanger of the Year, ACQ Global Awards
deVere Group, Independent Financial Consultancy of the Year, ACQ Global Awards
deVere Acuma, Best Financial Advisory of the Year — UAE, International Investor
deVere Group, Most Innovative Financial Services Provider & In-House FinTech Leader, AI Global Media
deVere Group, Top 100 Industry’s Most Influential Companies, International Adviser
Nigel Green, Business Elite 2019 and Most Influential CEO of the Year, CEO Monthly
deVere Acuma, Best for Insurance and Family Protection, MEA Markets
2018
deVere Group, Best Independent Financial Consultancy, Wealth & Finance International
Nigel Green, International Personality of the Year, International Fund & Product Awards
Nigel Green, Young Personality of the Year, International Fund & Product Awards
Nigel Green, Best CEO in International Consulting — Global, Global Business Insight
deVere Group, Best Independent Financial Advisory Firm of the Year, ACQ Global
deVere Group, Investment Management Company of the Year, ACQ Global
Nigel Green, Gamechanger of the Year (Financial Consultancy), AI Global Media
deVere Acuma, Award for Pension Planning — Middle East, MEA Markets
deVere Group, Excellence in Independent Financial Advice, Corporate USA Today
Nigel Green, Europe Awards, CEO Today
deVere Group, Excellence in Independent Financial Advice, Corporate Insider
Nigel Green, Top 100 CEOs Listing, CEO Monthly
2017
deVere Group, Best Global Independent Financial Advisory Organisation, AI Magazine
deVere Group, Excellence in Pension Planning & Investment Solutions, AI Magazine
deVere Group, Best Independent Global Financial Advisory Firm, GFM Review
deVere Group, Independent Financial Advisory Firm of the Year, ACQ Global
deVere Group, Investment Management Company of the Year, ACQ Global
deVere Group, Overall Company of the Year, ACQ Global
deVere Group, Gamechanger of the Year (Financial Consultancy), ACQ Global
deVere Acuma, Best Financial Advisory Firm — Middle East, MEA Markets
deVere Spain, Best European Expatriate Financial Consultancy, Corporate Insider
2016
deVere Group, Corporate Responsibility Award, Investor Review
deVere Group, Best Global Independent Financial Advisory Organisation, AI Magazine
deVere Spain, Best European Expatriate Financial Consultancy, Corporate Insider
2015
deVere Group, Best Independent Financial Advisory Team Global, Investors In People
deVere Group, Excellence in Independent Financial Advice, Corporate LiveWire
Nigel Green, Ops Business person of the Year, FTF
deVere Group, Best Independent Financial Consultancy International, Acquisition International
deVere Group, Gamechanger of the Year (Financial Consultancy) — UAE, ACQ Global
deVere Group, Best Investment Management Company — East Asia, IF Magazine
Nigel Green, CEO Award, CEO Awards
deVere Group, Investors In People accreditation, Investors In People
deVere Group FAQ
deVere Group is a world leading financial advice firm that strives to put customers first and explain sometimes complicated financial products in simple terms.
Don’t worry if you find investing confusing, as deVere’s advisers are there to help.
Here are the answers to some most-asked questions about deVere Group.
Can deVere help me invest in cryptocurrency?
Yes. The deVere Crypto app is designed for cryptocurrency trading and acts as a wallet to securely hold any coins or tokens you buy.
The app also switches fiat currency (US dollars, British Pounds or Euros etc) for several popular cryptocurrencies, like Bitcoin, Ethereum and Litecoin.
You can find out more about deVere’s Crypto here (Google Play) or here (App Store)
Do I have to be a deVere client to use the apps?
No, the apps are standalone services generally available to anyone although you may have some benefits if you are a deVere client as well.
Do I have to make a minimum investment with deVere?
No. There is no entry-level fee or investment and the initial factfind to benchmark your financial status is free. The idea is to gauge how much you can save or invest before making any recommendations. By the way, there’s no cap on how much you can save or invest either.
DeVere doesn’t have an office in my country — can I still talk to them?
Yes, you can talk to an adviser. deVere has 39 offices but clients in more than 100 countries, so where you are isn’t really a problem with modern methods of communication.
Do I have to be a British expat to invest with deVere?
No, you do not have to be a British expat to become a deVere client. deVere has clients of many nationalities. You can also live in the UK and become a deVere client, although many of the products and services are designed specifically for expats.
What does assets under administration mean?
deVere Group has more than $10 billion in assets under administration (AUA). This means the assets belong to the company’s clients but are held or invested on their behalf by deVere Group.
How do I become a deVere adviser?
deVere Group wants to hear from anyone wishing to make a career in financial services — it doesn’t matter if you have no experience or if you are a seasoned adviser making a career switch.
We have one unswerving clear purpose:
to help our clients plan and achieve their medium and long-term financial goals via the best financial advice.
As one of the world’s largest independent international financial consultancies, deVere has one unswerving clear purpose: to help our clients plan and achieve their medium and long-term financial goals.
As an independent financial advisor, 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.
If you reside in a country where we are licenced, our financial advisors are on 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.
An independent financial consultancy with a truly global presence, offering clients a world-class results-driven service.
deVere Group was established in 2002 by CEO Nigel Green. As more and more people focused on opportunities abroad, Green saw a niche in the financial services market for them. Today, deVere Group has developed to become the world's leading independent international financial consultancy. With well over 80,000 clients in more than 100 different countries, and in excess of $10 billion under advice and administration, deVere Group shines and oozes success.
Our definitive aim is to support our venerable clients in creating, growing and safeguarding their wealth. We want to join you on your journey and make your dreams come true.
What distances us from all of our competitors is our dedication to our team. A powerful network of seasoned professionals, they are the backbone of our company, allowing us to provide nothing short of the high-quality, and dependable financial advice we have become notorious for.
Each client works with their own financial adviser. Together, they will develop, implement and manage a made-to-measure financial strategy that is fully in-line with the client's situation, needs and plans for the future.
At deVere Group, we work with people not numbers. Our clients' success is what determines our success.
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