"Financial education in a social way"

Financial education in a social way

"My experience as a DeVere client"

I always felt happy with the level of service I received from DeVere China. First of all while living in China it can sometimes be difficult for expats to invest for their future, DeVere was able to help me to set up a retirement savings plan. I enjoyed watching a large number of webinars hosted by DeVere China during the three years that I was a DeVere client.

"Happy with our service!"

William has been great. He's diligent and patient in helping us with everything from giving us regular reviews of our account to advising and assisting us with requests. He is knowledgeable about what is happening and able to answer all of our questions clearly. We are not active nor expert investors and he does a great job of complementing our needs.

"Attentive and efficient response to request."

Fast response and clear communication made my request for partial surrender great. Kevin Doherty at deVeres Shanghai is simply the best.

"great Service and a Partner you can trust with"

I been introduced by a friend almost 10 years ago to Utmost, before Generali. It was not a mistake, because over these years I was been always taken good care of. There was always a great support, even through the time of COVID. Thank you for all your hard work, understandings and efforts been taken. Kind regards Danilo

"Customer care"

I always have been treated professionally and warmly by Will in all these years

"William is a great adviser"

William is a great adviser. He knows me well and my personnel goals. He prepares himself well for our quarterly meetings and always monitors the maturations of my investments. Looking ahead and planning new investments.

"Outstanding Service Delivery"

I had an amazing experience, from the time I arrived at the DeVere Group offices in Shanghai, the receptionist was welcoming and pleasant. When I met my consultant Kevin Doherty; a gentleman and scholar. He was professional and a very good listener. Kevin having many years of experience in the global finance industry, he knew exactly what I needed; he seamlessly matched his products with my financial requirements. This was a 7 star service, without a shadow of a doubt.

"Kevin's the reason why I'm with Devere"

Kevin has always been responsive and happy to oblige, and this occasion was no different. I required a change to my monthly premiums and he was very prompt in explaining the process, provide me with the documentation, and effecting the change.

Kevin's disposition and sense of professionalism has always been positive and consistent. Despite solicitations from other investment firms, Kevin is the reason why I've continued to use Devere through these years.

"I have had a really good experience…"

I have had a really good experience with DeVere in Shanghai China during my time. I initiated my policy in China and had pleasant and informative exchanges with all the relationship managers. DeVere providence policy is a really good one for my long term investment needs.