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
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services.
As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.
Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients.
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
