deVere Group is one of the world’s largest independent financial advisory and fintech organisations. We do business in 100 countries globally and have more than $12bn under advisement from some 100,000 clients. We specialise in cross-border financial planning strategies for expatriates and international investors.
How did the company start?
After starting in financial services at a young age, I had the opportunity to go to the Bermuda on a business trip. There, I discovered there was a gap in the market to give sound financial planning advice tailored to the needs of expatriates and international investors around the world.
I set-up our first office in Hong Kong in 2002 and have been growing and developing the company globally ever since.
What advice would you give to other aspiring entrepreneurs?
There are five pieces of advice that I would share to achieve success.
First, never stop raising expectations about yourself and your ambitions.
Second, don’t let negative people or criticism hold you back.
Third, work on your communication skills.
Fourth, have a laser-like focus and don’t procrastinate.
And fifth, never stop learning and improving yourself and your skillset.
What can we hope to see from deVere group in the future?
The financial services industry has seen drastic technology-led changes over the last few years.
Fintech is reshaping and redefining the way in which all financial services across the board are delivered.
Not only was deVere Group the very first international advisory firm to actively develop and promote fintech – it remains the biggest and most successful fintech provider in our space.
Not content to rest on its already impressive track record in fintech, we have an ever-growing suite of innovative wealth tech products and services that are frequently first-of-their-kind. Put simply, there is no other firm that can come close to deVere in fintech development, innovation and implementation – and we’re only just getting started.