Asset Management
Wealth Management
Wealth Management is the process of maintaining and protecting a person’s financial
assets. Essentially, there are six types of assets:
• Cash
• Bonds
• Equity
• Property
• Commodities/derivatives
• Collectibles/antiques
deVere & Partners helps our clients understand their realistic expectations
through each asset class and within each investment product. We assist them in producing
Balance Sheet Analysis, and as a result, a Risk Analysis—for example, tax/currency
exposure, lack of liquidity, etc.
Estate Planning
Estate Planning is the process of ensuring your money and possessions will have
gone where you want them to go after your death. You will want to achieve this with
minimum financial aid and emotional cost. Estate planning is not just for the very
wealthy. Things you need to consider include:
• Use of trusts
• Appropriately worded and structured wills
• Inheritance tax
• “Whole of Life” Insurance
 Have a consultant
contact me
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to our terms specified for your region as listed in Important Information. The information
contained in this Site is for general guidance on matters of interest only. The
application and impact of laws can vary widely based on the specific facts involved
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you should consult a deVere & Partners Financial Consultant.
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deVere and Partners is the world's largest independent international financial consultancy.
International investors and expatriates employ us to find financial services products
that suit their medium to long term requirements for investments, savings and pensions.
With in excess of US$7 billion of funds under administration and management, deVere
has more than fifty 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.
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