Increased demand for cross-border expertise prompts recognition for deVere Portugal
In a world where financial stability and navigating cross-border complexities are increasingly important, deVere & Partners Portugal has been named the Best Expatriate Wealth Management Firm 2025 - Portugal at the Worldwide Finance Awards.
Based in Portugal and part of the wider deVere Group, deVere Portugal has grown to become a trusted authority in the Iberian wealth management sector. Operating from offices in key Portuguese cities, the firm primarily serves internationally minded individuals and families, including professionals relocating under visa schemes, retirees attracted by Portugal's lifestyle, and cross-border business owners.
The firm's comprehensive services focus on navigating the complexities that arise from cross-border financial issues. These include tax optimization, retirement strategies, bespoke investment planning, and estate structuring. deVere Portugal has positioned itself as a steady and reliable guide for clients dealing with dual taxation, reporting obligations, inheritance laws, and pension transfers, aligning well with Portugal’s increasing prominence as a destination for global citizens seeking quality of life and financial sophistication.
Jake Mclaughlin, Executive Director of deVere Portugal, emphasizes that the award reflects the trust clients place in the firm amidst a volatile and changing environment, underscoring their commitment to sharpening insights and focusing on evolving client goals.
As the second half of 2025 begins, the Portugal team is doubling down on education, transparency, and impact. In a world where trust in financial institutions can be fragile, the value of consistent, ethical, well-informed advice is increasingly essential.
The judge from the Worldwide Finance Awards panel stated that clients now expect advisers to understand global markets, local jurisdictions, legal, cultural, and financial realities. deVere & Partners Portugal has positioned itself as a steady hand in this demanding space.
Jake Mclaughlin concludes, "While awards are appreciated, the real reward is watching a client feel more in control, more confident, and more informed about their future." The award comes at a pivotal moment when cross-border financial planning is evolving from a niche need to a mainstream imperative due to geopolitical and market concerns, global tax frameworks tightening, and individuals increasingly relocating across borders.
Industry observers suggest a growing demand for advisers who offer both international reach and local nuance, a trend that the award may reflect. deVere & Partners Portugal continues to combine deep expertise in international wealth management with tailored financial services to support expatriates and globally mobile individuals in managing their wealth efficiently within Portugal’s growing and complex financial landscape.
- In the Iberian wealth management sector, deVere & Partners Portugal, a trusted authority based in Portugal, has been recognized as the Best Expatriate Wealth Management Firm 2025 - Portugal at the Worldwide Finance Awards.
- Offering services such as tax optimization, retirement strategies, bespoke investment planning, and estate structuring, deVere Portugal caters to internationally minded individuals and families, including expats, retirees, and cross-border business owners, aligning with Portugal’s growing status as a destination for global citizens.
- Jake Mclaughlin, Executive Director of deVere Portugal, highlights that the award underscores the firm's commitment to providing clients with well-informed advice amidst a volatile and changing environment.
- As the demand for advisers who offer both international reach and local nuance grows, deVere & Partners Portugal continues to provide deep expertise in international wealth management to support expatriates and globally mobile individuals navigating the complex financial landscape of Portugal.
