CEO Monthly Issue 6 2018

16 CEO MONTHLY / ISSUE 6 2018 , deVere Group is one of the world’s largest independent financial advisory organisations, with currently over 70 offices across the globe, more than $12 billion under advice from 80,000 clients inmore than 100 countries worldwide. The deVere Difference The deVere difference deVere has a world- class reputation for providing both existing and potential clients with a sought-after, results-driven service, which according to the Group’s CEO, Nigel Green, stems from the foundation of delivering first-rate, independent financial advice. Mr Green comments: “Devising, implementing and managing a robust financial plan with an independent financial adviser (IFA) is key to reaching sustainable financial freedom. Our IFAs offer clients advice and planning strategies that are tailor- made for their unique objectives, risks and circumstances. An IFA will suggest a specific solution after careful consideration of how it will affect a client’s particular financial situation. “Clients are assigned personal advisers. Every client can feel confident that they are making the best decisions they can based on the best recommendations that suit them, from an independent adviser who has access to the whole market to find an appropriate solution. “It’s all about matching assets with personal goals and service providers. To do this properly, you have to know the client, which means an adviser has to understand what they need and want before recommending a solution”. Mr Green adds: “As all our clients, naturally, have different financial requirements and objectives, we believe that it is of paramount importance that we offer the widest scope of expert advice possible. “Not only should IFAs help clients generate, maximise and secure wealth, they should also be considered a trusted financial mentor over the longer-term. “This allows clients to have peace of mind, which is crucial when it comes to their finances.” Global presence deVere Group is renowned for having a truly global presence, which presents an important advantage for clients who, typically, tend to lead globally- mobile, transient lifestyles. Mr Green states: “If a client relocates to another jurisdiction, we’ll have an office there, so they can ‘pick up where they left off’ and continue to receive the same high level of service.” In all the locations where deVere has clients and no local office, the customer service hubs ensure clients continue to receive the same service, wherever they choose to live in the world. The CEO continues: “Our size brings strength and diversity and as a leading independent financial consultancy, deVere is able to provide the largest range of financial solutions across the whole of the market – and many are exclusive as they have been specifically created for its clients by some of the biggest financial institutions in the world, such as JP Morgan, Goldman Sachs and Morgan Stanley. “deVere will continue to bring on board even more financial products and services through its growing portfolio of partners that simply aren’t available through any other financial consultancy in the world.” deVere teams around the globe deVere provides comprehensive internal mentoring and training systems, plus continual professional development programmes that have become the envy of the international financial advisory industry. Mr Green comments: “The teams based at deVere’s offices all over the world have an enviable reputation for excellence, which is not only a result of the organisation’s desire to employ the best, but also about promoting from within.” The rise of fintech deVere Group is constantly developing and broadening their financial services propositions. Last year deVere Group launched deVere Vault, the global e-money app aimed at internationally mobile individuals and organisations. Mr Green explains: “With over 40,000 downloads of the app by the end of 2017, users can store, 1804CE07 transfer and exchange monies in 27 different currencies, making deVere Vault the world’s most international e-money app. “A deVere Vault account can be opened in a matter of minutes; cash can be drawn from any ATM worldwide; real-time notifications on all transactions are provided; users can spend money wherever Mastercard is accepted; and send and receive money in most major currencies instantly with other Vault account holders.” The industry The financial services industry is constantly in flux, with ever-increasing regulations worldwide, which are continually becoming more stringent. As such, companies need to evolve quickly in order to adhere to these regulations. This is something deVere welcomes with open arms. Nigel Green says: “Change is good. We welcome complete transparency and stringent regulations. Our pioneering technology team ensures we’re always fully compliant in every jurisdiction in which we operate.” The CEO concludes: “deVere aims to deliver a flawless service that, free from mistakes and misguided bias, puts its clients in the very best of financial positions.” www.devere-group.com www.devere-vault.com www.devere-crypto.com