De Vere launches new offering
European-based independent financial advice firm, deVere Group, has announced a new initiative - the introduction of a so-called Investment Strategy Division.
The company which has announced its intention to grow a multi-state presence in Australia, said that it had appointed former JP Morgan Asset Management executive director, Tom Elliott to head up the new initiative.
Elliott has been deVere’s international investment strategist since 2013.
One of the world’s largest independent financial advisory organisations, which recently announced it DeVere’s founder and chief executive, Nigel Green said the Investment Strategy was a free service aimed at helping investors better understand the economic, political and social factors that drive capital markets, and which in turn influence returns on portfolios.
“We’re confident that deVere Investment Strategy will be a powerful tool in helping our clients make informed investment decisions,” he said.
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.