DeVere Group said on 18 June its wholly-owned asset management arm had reached $1.5bn in assets under management (AUM) in the year-to-date.
The global financial adviser group highlighted how deVere Asset Management (dVAM) used specialist fund managers, including Fulcrum, Columbia Threadneedle, Mercer, and Guinness.
These partnerships ensured that dVAM funds, all domiciled in Dublin, were “equipped to face changing markets and provide robust investment strategies that meet the evolving needs of investors”.
It also pointed to the way the dVAM Product Advisory Committee provided independent oversight of the funds, the investment manager, and the sub-investment managers.
James Green, deVere Group’s investment director, said: “It reflects our commitment to delivering innovative and effective investment solutions that perform well even in volatile market conditions.”
“Clients have the opportunity to engage directly with the fund managers, gaining insights into investment decisions and market perspectives.”
He added: “Our Product Advisory Committee plays a critical role in maintaining the integrity and performance of the dVAM funds,” James Green explains.
“Their independent oversight ensures that our funds are managed with diligence and innovation, aligning with our commitment to excellence and client satisfaction.”
James Green further said: “Being a product consultant allows us to integrate global insights with local expertise.
“It enables deVere Group to offer tailored investment solutions that address the specific needs and objectives of clients, providing them with the tools and strategies necessary to achieve long-term financial success.”
