Worldwide Finance Awards 2025, Acquisition International | 21 If deVere Portugal could help you with your financial planning, please visit the company website for more information or reach out via email to request a free, no-obligation consultation. Company name: deVere Portugal Contact name: Jake Mclaughlin Website: https://devere-portugal.pt/ Best Expatriate Wealth Management Firm 2025 – Portugal “Portugal is an enormously promising region for us as a company,” Jake begins. “There is a steady flow of internationals that often have assets left in a variety of regions and need support to move them to the most tax efficient areas and not be penalised. We then aim to ensure that we provide the industry’s best investment support, ensuring clients can grow and protect their wealth in the safest manner.” So, how does the company go about providing the best investment support? Jake tells us that it’s all about integrity and problem solving. When an individual or business becomes a client of deVere Portugal, they are assigned their own financial adviser, whom they can meet regularly to discuss their needs on a one-to-one basis. To fulfil this to a high standard, deVere Portugal seeks team members who understand that every client is different and who know how to take their complex situation and help them map it out perfectly, so they are left feeling at peace regarding their financial future ahead. Jake goes on to acknowledge how the world of personal finance for expats is becoming increasingly complex, warning that when action isn’t taken, the financial penalties grow year on year – But that is where deVere Portugal comes in. With its team being experts in every market, its clients will never have had such advantageous opportunities to plan their estate. When asked how deVere Portugal remains ahead of the curve within the industry, he says its focus is on “size, scale, and energy”. “There is a stereotype in our industry and in Portugal of advisors being pre-retirees looking to keep busy,” he says. However, this isn’t the case for deVere Portugal, with him adding, “We have a younger, highly motivated, and highly qualified team driving the company forward. We also have experts in every country, meaning that we always have the knowledge in-house.” As a result of its dedicated team’s hard work, deVere Portugal has seen rapid growth, which has resulted in it hiring more staff and investing more than ever before. It has new offices that are currently in construction, and it is recruiting for new teams to cover different regions of Portugal. He goes on to say, “Bureaucracy is always difficult, and prevents us from moving at the pace we wish, but we’re resilient and will get there in the end! Market volatility can derail a lot of financial firms as clients get increasingly worried, but we always increase support and communications in those periods.” This leads us to the question of “what does the future hold for deVere Portugal?” Jake replies, “A year of further recruitment and setting the foundations for the next 10 years. Two new offices will open this year and start the process to become the largest advisory in Portugal and the household name for financial advice in Portugal.” deVere Portugal, part of the deVere Group, provides outstanding, comprehensive financial advice to crossborder internationals, covering all areas of wealth management, investment support, and tax optimisation. With a presence in over 100 countries and a global investment banking license, it can support clients in all areas, no matter where they live in the world or how many times they move. It tailors its offering to each client’s unique financial goals, from planning for retirement to starting a savings plan to cover their children’s future education fees, helping them on their journey towards the growth and security they deserve. We speak to Executive Director of deVere Portugal, Jake Mclaughlin to gain a deeper insight into the company. deVere Portugal
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