Friday, 28 July 2017



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About Us

About deVere Group

The deVere Group is the leading independent financial consultancy for international investors. We provide professional, objective advice to expatriate clients and investors around the world, delivering to each of our clients the help they need to create value and wealth in an incredibly competitive marketplace.

We provide our clients with advice on medium- to long-term investments, savings and pensions, depending on where they are and where they want to be. We carefully consider and recommend to our clients the options that have the potential to create the best returns for them, operating on a strictly case-by-case basis. DeVere's achievements speak for themselves - over $10 billion of funds are now under our stewardship and management in 100 different countries, held by more than 80,000 of our clients.

Our services in international savings, bonds, life insurance, pensions and investments are sought-after the world over. Clients just like you choose the deVere Group because of the consistently professional attitude and integrity demonstrated by all of our consultants, and the successful and profitable advice they have issued time and time again.

Please visit www.devere-group.com for more information about deVere Group.

 

About Morningstar

Morningstar is established as a global leading independent investment research provider. With operations in 16 countries, Morningstar currently tracks more than 100,000 worldwide investment vehicles every day.

 

About Moventum

As a vendor of financial services to multiple organizations, MOVENTUM creates economies of scale in its back office functions, provides multiple product client statements (including country specific tax statements) and supports Internet-based communications for the following front office functions:

  • Office automation that reduces paper flows, organizes client information, provides instant access to market information and enables financial consultants to provide customers with a higher level of service.
  • Online trading enables the client to place mutual fund trades, to complete all forms, receive trade executions, have orders and accounts screened for regulatory compliance and receive trade confirmations from their desktop or laptop computer.
  • Client account information is updated daily and available online in a variety of reporting formats including account internet viewing for customers.
  • Extensive product lists of mutual funds offered by multiple product providers.
  • On May 10, 2000, MOVENTUM S.C.A. (hereafter " MOVENTUM ") was incorporated as a Luxembourg company. The current shareholders are Global Portfolio Advisors Ltd (hereafter "GPA") and Banque de Luxembourg (hereafter "BdL").
  • Corporate Brochure
  • Moventum Fact Sheet