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50 Most Influential Companies of the Year 2021

deVere Group — One of the world's leading independent international financial consultancy

deVere Group — One of the world's leading independent international financial consultancy

Money plays a very significant role in our life. Be it survival, education, healthcare, travel, or comfort; everything needs money. While one may earn a lot at the peak of their career, a stable wealth portfolio is still required to sustain through difficult times. Regular monitoring of your investment portfolio is necessary to ensure the alignment of your investments with your financial goal.

As one of the world's leading financial advisory organizations, deVere Group provides high-class, professional advice to expatriate clients and investors all over the world. We interviewed Nigel Green, the CEO and Founder of deVere Group, to know more about the company and its services. Here are a few excerpts of the interview:

Q. What inspired you to establish the deVere Group?

I followed my father into the financial industry as an Independent Financial Adviser in the UK. I had the chance to travel to Bermuda on a business trip where I discovered the huge potential for a new kind of financial service for internationally mobile clients. I soon realized that these individuals needed a specialist and more holistic financial service offering, one that was multi-faceted and that took in the particular region and country variations in tax law, legislation and regulations.

Our first office was established in Hong Kong in 2002, and the company has grown and developed exponentially ever since to become one of the world's largest independent financial advisory, asset management, and fintech organizations.

Q. How have you evolved with the times to address the present-day financial problems of your clients?

When the coronavirus pandemic first hit the world, deVere adapted rapidly and decisively. We implemented a work from home policy which worked exceptionally well. We worked via Zoom meetings – and still today, a lot of our work is still done by video conferencing. We also found that our clients were more willing than ever to have meetings via Zoom. In fact, they seem to prefer it to face-to-face meetings in many cases. The result of this is that we can speak to more clients each day, helping them reach their financial objectives, and our productivity has increased considerably. We also offer a hybrid system where people can either work from our Covid-secure, cutting-edge offices, from home, or a combination of the two.

Q. Could you tell us in brief about your services?

deVere Group is one of the world's largest independent financial advisory, asset management, and fintech organizations. We currently have more than $12 billion under advice from some 100,000 clients in more than 100 countries across the globe. Our Group of companies consists of operates almost 100 legal entities in the international space. These include financial advisory, insurance, low-cost investment solutions, asset management, online banking, and pioneering fintech, amongst other areas.

As an organization, we provide specialist financial advice to clients, who are predominantly expatriates and international investors, as well as the largest range of financial solutions across the whole of the market. With central hubs in primary financial and ex-pat destinations, 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. 

Q. What makes deVere Group unique?

One of deVere's principal attributes is our global presence, strength, and resources which feed into having the industry's top advisers, offering the widest range of services - including a suite of fintech apps, market-leading low-cost financial solutions, innovative investments with specialist fund managers, insurance, property, tax consultancy, mortgages, and fx, amongst others – not to mention world-class governance and compliance procedures. All of this provides our clients with peace of mind that they are on the right path to securing their long-term financial goals – which typically include financial security and freedom for themselves and their loved ones.

"The deVere Group of companies is one of the world's leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions."

Q. How important is technology to your offerings?

deVere Group is at the forefront of innovation and the fintech revolution, helping the firm meet evolving client demands in an ever-more connected world. We are universally viewed as leaders in the fintech space – we believe clients want bespoke advice backed up with innovative technology. We continually strive to develop next-generation financial technology propositions that will meet the needs and wants of our clients. These include deVere Vault, deVere Crypto, deVere Core, deVere Investment, and deVere Catalyst.

Providing global services in electronic money and a single card, multi-currency service, deVere Vault gives globally-minded individuals on the go, 24/7 borderless access. Account-holders can load their accounts in any of the five account settlement currencies and exchange between these currencies, and purchase up to a further 27 different currencies within the app.

Meanwhile, deVere Core was designed for clients to monitor their investments in real-time on-the-go, staying informed with news and events that affect investor returns, and be a click away from asking questions using the direct line or chat system. Moreover, deVere Catalyst takes the hassle out of investing and gives those with little or no investment experience the opportunity to invest in well-balanced funds at a fraction of the price.

Against this backdrop of growing demand for our fintech offerings, we decided to make the set-up process of onboarding to use our fintech apps as quick, easy, and secure as possible. As such, we developed Ident Me, a hassle-free, simple and safe way for clients to provide identity verification for themselves via a KYC (Know Your Client) form. 

Q. How do you maintain excellence in what you offer?

With dedicated teams of administrators, chartered paraplanners, compliance officers, and others, every client is ensured a cutting-edge, prompt, and efficient service through their adviser. The company can benefit from the Group's Investment Strategy division which provides clients with a comprehensive picture of the global economy, what is driving it, and how this affects clients' wealth. This division provides invaluable regular updates on the current stock market and fixed income trends, plus in-depth commentary and analysis, enabling investors to make informed investment decisions alongside their financial advisers.

Q. With over $12 billion under your management and over 80,000 active clients in more than 100 countries, what's next for the deVere group?

The global ex-pat community is growing at an unprecedented pace as globalization shrinks our world and more and more people become internationally mobile. As such, our objective is to be there for them, wherever they are and whenever they need us. Furthermore, client expectations are continually evolving. International investors are driving ever more sophisticated means of managing cross-border wealth, and, as we provide them, our client base naturally becomes ever more expansive.

In addition, the financial services industry has seen radical changes over the past few years that have been fuelled by technology. Indeed, fintech is reshaping and redefining how all financial services across the board are delivered. deVere is a far-sighted organization, driven by a steadfast desire to be the most trusted independent financial advisory firm recognized for its integrity, ambition, and unique ability to provide the most innovative, long-term financial security for its clients.

Meet the CEO

Nigel Green is the CEO and Founder of deVere Group. He is a financial services industry professional with more than four decades of top-level international experience. Nigel leads from the front to fulfill his over-arching mission of helping clients reach their long-term financial goals. Assisting, encouraging, and supporting the people within the organization is a key feature of Nigel's management style. Nigel has built a group that thrives in the complexities of multi-jurisdictional legislation and regulation to provide a service that is now enjoyed by more than 100,000 clients worldwide – and growing.

"We deliver to our clients, who are individuals and corporations, the freedom, flexibility, and convenience to access, manage and use their money whilst securing their major financial objectives."

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