deVere Group

What deVere Group does

deVere Group is a privately held, independent international financial advisory firm headquartered in Zürich, Switzerland, operating since 2002. The firm provides cross-border financial advisory services to expatriates and internationally mobile individuals, with a core offering that spans pension advice (including UK pension transfers via QROPS, SIPPs, and QNUPS), investment management (fixed income and ESG), wealth management, tax planning, life and critical illness insurance, and retirement planning. deVere positions itself as one of the world's largest independent international financial consultancies, with a licensed adviser network spanning 15+ countries across Europe, the Middle East, Asia, Oceania, and Africa, supported by regional offices in Dubai, London, Lisbon, and Auckland.

The company operates a hybrid platform-plus-modules architecture. The advisory core is human-led, with personalized recommendations delivered through direct adviser consultations, while a digital product ecosystem supplements the advisory with self-service tools: Catalyst (a savings and investment mobile app), Vault (digital assets), WealthTech, Crypto, Ident Me (identity verification), Core (financial planning), and an Investment App. The firm also publishes educational content spanning expat guides across 14 countries, NFTs, blockchain/Web3, and metaverse concepts. There is no proprietary AI/ML technology layer disclosed.

deVere makes money primarily through fee-based and commission-based financial advisory services, with a go-to-market heavily reliant on direct adviser engagement, webinars, content marketing, and CEO-led PR and earned media. Customer segments center on British and other nationals living abroad, pension holders seeking transfers, and high-net-worth individuals requiring cross-border wealth management. Pricing is quote-based and individually negotiated, with no published rate cards. The company is founder-led by CEO Nigel Green and operates without disclosed institutional investors or parent company ownership.

Name

deVere Group

Legal name

deVere Group

Website

https://devere-group.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

deVere Group is a privately held international financial advisory firm headquartered in Zürich, serving expatriates and internationally mobile individuals across 15+ countries with cross-border pension advice, investment management, wealth management, and tax planning services delivered through a global licensed adviser network and digital tools.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Financial advisory services
• Wealth management advisory
• International pension transfers
• Expat financial planning
• Investment management

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: The company generates revenue through fee-based or commission-based financial advisory services including pension advice, investment management, wealth management, tax guidance, and retirement planning. Services are provided through licensed advisers worldwide.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

deVere Group provides independent financial advisory services including pension transfer advice (UK pensions, QROPS, SIPPs, QNUPS and Retire Without Borders), investment management (fixed income, ESG), wealth management, tax planning and inheritance tax guidance, retirement planning, and life and critical illness insurance advice. Services are delivered by licensed advisers across a global office network and complemented by digital platforms (Catalyst savings app, Vault, WealthTech, Crypto, Ident Me, Core, Investment App) for client engagement and execution.

Product overview

deVere Group is a financial advisory firm offering a unified platform of financial services supplemented by digital fintech products. The core offering includes pension advice (UK and international transfers via QROPS, SIPPs, QNUPS, and Retire Without Borders), investment management (fixed income and ESG investing), tax planning, wealth management, insurance advisory, and expat services. This is complemented by a digital product ecosystem comprising Vault (digital assets), WealthTech (wealth technology), Ident Me (identity verification), Crypto (cryptocurrency), Investment App, Catalyst (mobile savings/investment app), and Core (financial planning platform). Additionally, educational content covers NFTs, blockchain/Web3 concepts, and expat life guides across 14 countries. The portfolio operates as a platform-plus-modules architecture where the core advisory services are enhanced by integrated digital tools for client engagement and investment management.

Differentiator

Problem solved

Functional benefit

Brands

• Catalyst: A savings and investment app that allows users to create strategies for saving and investing, choose how much to save, when to invest, and risk appetite without tying up money for fixed periods.
• Vault
• Acuma

Products and services

• Pension Advice Comprehensive pension planning services including UK pension tracing, UK pension transfers, international pension transfers (QROPS, SIPPs, QNUPS), and retirement planning for individuals including expatriates.
• Investment Management Professional investment management services including fixed income investments and ESG investing options, provided by licensed advisers for individual clients.
• Tax Planning & Guidance Tax-efficient planning, inheritance considerations (including UK Inheritance Tax), and cross-border tax reporting guidance for individuals.
• Wealth Management Comprehensive wealth management advisory services provided by licensed professionals with cross-border expertise for high-net-worth individuals and families.
• Life Insurance Advice Life insurance advisory services for personal protection and financial security planning.
• Critical Illness Insurance Advice Critical illness insurance advisory services for comprehensive personal protection planning.
• Retire Without Borders Specialized advisory service for transferring UK, Irish, or Dutch pensions internationally for individuals retiring abroad.
• Catalyst Mobile savings and investing application that allows users to create strategies for saving and investing, choose risk appetite, and access diversified low-cost funds managed by experienced investment managers. Available on iOS and Android.
• Vault Digital assets platform offered by deVere Group for cryptocurrency and digital asset investments.
• WealthTech Wealth technology platform providing tech-enhanced wealth management solutions.
• Ident Me Identity verification service offered as part of deVere's digital solutions ecosystem.
• Crypto Cryptocurrency investment platform enabling clients to invest in digital currencies.
• Investment App Mobile application for investment management and portfolio access.
• Core Financial planning or management platform within deVere's digital ecosystem.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Blevins Franks: Long-established international financial adviser focused on UK expats in Europe and beyond, offering pension transfer, tax, and wealth planning. Highly comparable to deVere's expatriate advisory model and cross-border QROPS/SIPP services.
• Blacktower Financial Management: International wealth adviser targeting UK expats in Portugal, Spain, Cyprus, and other jurisdictions, with pension transfer and investment management services. Directly comparable in customer base (expats) and service offering to deVere.
• Old Mutual International (Quilter International): Provider of international wealth and pension solutions, including QROPS and international investment bonds, serving globally mobile clients. Closely comparable in cross-border pension transfer expertise and expat target market.
• Tilney / Investec Wealth & Investment: UK wealth manager offering discretionary investment management, financial planning, and pension advice to private clients including internationally mobile ones. Comparable in adviser-led model and pension/investment services, with similar cross-border relevance.
• Skybound Wealth: Independent international financial adviser focused on expats and globally mobile clients, offering pension transfers and wealth management. Closely comparable in customer segment, service mix, and independent advisory positioning.

Broad incumbents

• St. James's Place: Large UK-listed wealth manager with a partnership model of advisers delivering face-to-face financial planning, including pensions and investments. Comparable in advice-led distribution and pension/wealth services, but a much larger and broader incumbent vs. deVere's international focus.
• Quilter: UK wealth manager with adviser platform and investment solutions, including pension and retirement offerings. Comparable in advice-led UK wealth distribution though broader in scope than deVere's expat focus.
• Julius Baer: Swiss-headquartered global wealth manager serving internationally mobile and expatriate clients with cross-border wealth and pension solutions. Comparable in international advisory footprint and Swiss base, but operates at much larger scale and includes HNW/private banking services.
• HSBC Expat: Global bank's expat-focused wealth, banking, and pension services for internationally mobile customers. Comparable in target customer (expatriates) and cross-border financial services, though backed by full banking infrastructure rather than operating as an independent adviser.

Emerging players

• True Potential: UK wealth platform combining adviser-led distribution with proprietary digital tools (impulseSave, etc.) for mass-affluent clients. Comparable in the hybrid advice-plus-digital model deVere is building around Catalyst and Core.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/deveregroup
• YouTubeyoutube.com/channel/UCFvzLzPTkxPVkmDwpIhWn_Q
• Facebookfacebook.com/deveregroup
• LinkedInlinkedin.com/company/devere-group
• Instagraminstagram.com/deveregroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about deVere Group