Individual Client Services
     















The deVere & Partners Group’s Individual Client Services Departments focus on the best possible investment options for individuals and families who aim to grow their wealth to achieve one or more of their financial goals.

Our considerable and expert team of Individual Customer professionals works closely with you to assist you to determine which wealth-building products are most suitable, based on your specific requirements and objectives.

Among the key areas of wealth management for individual Clients:

  • Retirement Planning
  • Education Fee Planning
  • Estate Planning
  • Life/Health Insurance

Your investment plan is tailored-made, based on – among other factors - how much you want to invest, how the funds will be used, at what age you will likely require the funds, the tax implications, and your attitude toward risk.

We are professional, experienced, trustworthy and – very importantly – truly independent.

Unlike ‘tied’ and ‘multi-tied’ Advisers, who are limited in the products they can recommend to their Clients, our Independent Financial Advisers are not limited to advise on any single company’s products.

That means we are in a position to give you the broadest selection and most unbiased advice.

Once you and your Adviser have agreed on the best investment plan for you, we recommend that you meet on a regular basis to review the portfolio.

Among other issues, you should discuss whether it makes sense to change your contribution levels and/or the possibility of switching in or out of various Investment Funds, depending upon your individual Investment strategy.

   
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deVere and Partners is the world’s largest firm of independent international financial advisers. International investors and expatriates employ us to find financial services products that suit their medium to long term requirements for insurance, investments, savings and pensions. With in excess of US$7 billion of funds under administration and management, deVere has more than forty thousand clients in over a hundred countries. Our independence and ability to offer financial products that are tailor-made to fit an individual’s needs are behind our success. As a result we now have offices in over forty countries. You can find us in Abu Dhabi, Brussels, Dubai, Geneva, Hong Kong, Johannesburg, London, Mexico, Moscow, Shanghai, Tokyo and Zurich, amongst others.