deVere Group, a major independent financial organisation, has been awarded a Family Office Licence by the Financial Services Commission (FSC) of Mauritius, securing its position as a worldwide leader in comprehensive wealth management services.
A family office handles investment and wealth management and legal matters for a wealthy family, generally one with more than $75 mln in investable assets, with the objective being to effectively grow and transfer wealth across generations.
The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, in addition to its already impressive suite of offerings including financial advisory, asset management, private banking, foreign exchange, and tax consultancy services.
“We are proud to have been granted the Family Office Licence – one of a few global financial firms to have achieved this,” said deVere Group’s CEO Nigel Green.
“Family is at the heart of deVere’s story. We understand that family governance, succession planning, and the broader social and environmental responsibilities of families are not just business concerns, they are personal,” he said.
Green said deVere’s Family Office service is designed to be an extension of that legacy, allowing families to preserve their wealth while creating a meaningful impact for generations to come.
Clients will benefit from tailored governance strategies, consolidated oversight of family investments, and the ability to establish clear communication and education platforms to ensure family values are transferred across generations.
“This licence is more than just another feather in our cap; it’s a testament to the quality and dedication of our team. It demonstrates our commitment to providing the most comprehensive and forward-thinking solutions in wealth management in the world today,” said Green.
“It enables us to offer a more personalised and holistic approach to wealth management and legal affairs, ensuring our clients’ legacies are secured and thrive for generations to come.”
With this new addition, deVere’s clients now have access to a complete suite of financial solutions, all under one roof. This comprehensive approach, paired with the firm’s unwavering commitment to excellence, positions deVere as a global reference point for family wealth management.
