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The deVere Group is one of the world’s leading independent financial advisory organisations, with more than $10bn under advice from over 80,000 clients in 100 countries.
On this page, we look at deVere’s licences, adviser qualification standards, client base, assets under management, company ethos and global offices.
The deVere Group is the parent company of several companies which form our advisory network. Due to regulatory requirements, deVere requires a different trading name in each country in which the company is licenced. The full list of companies that form the deVere Group and the respective licences which they operate under can be found here. To provide legitimate financial advice, it is essential to hold these licences.
Due to the international market in which deVere operate, different qualifications are required in different jurisdictions.
deVere ensure all of our advisers obtain the necessary qualifications to provide advice.
Qualifications include Chartered Institute of Securities and Investment (CISI), Certificate in Insurance (CII) & Chartered Insurance Institute.
In terms of awards, deVere is one of the most decorated companies in the industry. deVere has recently won awards for service, fintech, advice, management & a collection of personal awards. The full list of our recent awards can be found here.
The deVere Group has an expansive and ever-growing client base. The deVere Group is one of the world’s leading independent financial advisory organisations, with more than $10bn under advice from over 80,000 clients in 100 countries.
deVere Group’s definitive aim is to support our clients in creating, growing and safeguarding their wealth. The company continuously strives to reach new heights in the quality of our advice & the technology we provide. View our story here.
The deVere Group has 36 offices around the world, in most of the world’s leading financial hubs including Sydney, Paris, Shanghai, Hong Kong, Milan, Kuwait, Kuala Lumpur, Auckland, Moscow, Manila, Madrid, Geneva, Dubai, Abu Dhabi & London.