Discretionary Management

As financial markets continue to change rapidly, managing your investments has become an increasingly intricate and time-consuming process to handle in isolation. deVere Investment includes Discretionary Investment Management into their process, and you have the option to delegate the management of your portfolio to our Investment Managers who will make buy and sell decisions on your behalf, according to your financial objectives.

Whatever your personal ambitions and preferences are, be it early retirement, financial stability or the desire to reach long term financial ambitions, a designated, qualified deVere Portfolio Manager will take the time required to develop a deep understanding of your financial needs.

Across all traditional and alternative asset classes, our investment managers proficiently create tailor-made portfolios according to your risk profile, and then actively manage them through by constantly adjusting and balancing your funds according to market trends. This is done in partnership with Pacific Asset Management who take an unbiased approach to investing.

This service offers a number of benefits:

  • Eliminates the burden of making day-to-day investment decisions.

  • Delegating the investing process to deVere Investment will allow the team to align the investment manager’s interest with yours, at a charge of 1% per annum of the assets under administration as a management fee.

  • Ensures access to better investment opportunities

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Legal Notice:

The Discretionary Investment Management service together with the fee charged would need to be agreed by your local Compliance Department in your country.