AI Global Excellence Awards 2016

60 Acquisition International - Global Excellence Awards 2016 deVere Group is one of the world’s largest independent financial advisory organisations and we were thrilled to win the Most Outstanding Global Independent Financial Advisory Organisation 2016. We currently have 72 offices worldwide, more than $12 billion under advice from 80,000 clients in more than 100 countries globally. he company provides specialist financial advice to clients, who are predominantly expatriates and international investors, enabling them to reach, and often exceed their financial goals. deVere Group was established in 2002, and is headquartered in Dubai. 2016 Global Excellence Awards I am absolutely thrilled deVere Group has won the prestigious 2016 Global Excellence Award for the Most Outstanding Global Independent Financial Advisory Organisation 2016. It highlights the consistent hard work, commitment and dedication from our independent financial advisers in every office in which we operate around the world, providing a world-class, results-driven service to our clients. Winning this award is all down to teamwork. It is testament to the energy, expertise and commitment of every member of deVere Group. I’m incredibly proud of everything deVere has achieved to date, and look forward to receiving many more accolades in the future. 2017 looks set to be an incredibly exciting year for us. What makes the firm distinct? deVere Group has a truly global presence. We have 72 offices located all over the world. This is an important advantage for our clients who are, typically, expatriates and international investors, who tend to lead globally-mobile, transient lifestyles. If a client relocates to another country, 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. deVere Group has central hubs in all primary financial and expat destinations including Dubai, New York, Geneva, Moscow, Sydney, Abu Dhabi, Cape Town, Hong Kong, London, Miami, Tokyo, Johannesburg, Zurich, Paris, the Bahamas, Barcelona and Shanghai. In those locations where Company: deVere Group Name: Nigel Green, founder and CEO Web: Phone: +44 207 122 0925 Energy, Expertise and Commitment T 1702AI54 deVere has clients and no local office, our customer service hubs will ensure clients continue to receive a first-class service, wherever they choose to live in the world. 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 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. How the business is succeeding Now in its 15th year, deVere has enjoyed consistent year-on-year growth, with the client base and funds under advisement ever expanding, and an increasing range of services available to clients. One such example is the launch of deVere’s International Investment Strategy, which aims to help investors better understand the economic, political and social factors that drive capital markets, and which in turn influence returns on portfolios. This pioneering service, which offers a comprehensive view of global economies and outlooks, regular updates on current stock markets and fixed income trends, balanced commentaries, insights and in-depth analysis, plus opportunities to ask questions directly to our International Investment Strategist, Tom Elliott, one of the best- known and experienced experts in his field. deVere is very technology driven. We continue to invest in pioneering, bespoke back-office technologies to not only support independent financial advisers but streamline their operations to provide clients with the most cost-effective, time- efficient service. In addition, in January 2017 we launched our own private bank in St Lucia. deVere Group Bank St Lucia will allow us to further broaden our offering to clients. We are now able to directly provide private banking services for our clients and corporate banking solutions to small businesses. The bank will permit us to progress beyond traditional banking, and meet client requirements in an increasingly globalised, yet insecure, world. “ 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.”