deVere Group

Founded in 2002, deVere Group is an independent financial-advice organisation serving globally mobile individuals, expatriates and multinational workforces. Its businesses operate through a network of separately regulated entities across multiple regions rather than as a single universal regulator or legal entity.

The firm provides cross-border financial advice, investment solutions, pension and international retirement planning, workplace financial education and related services. It also develops fintech products for digital onboarding, portfolio access, mobile wealth management and investment applications.

Its clearest specialism is international, cross-border advice—particularly pensions, retirement planning and investment solutions for clients whose finances span jurisdictions. The firm also has a sizeable wealth-tech proposition, with multiple digital applications supporting client and adviser workflows.