DeVere Group, a UK-based financial advisory firm, has opened a new office in San Francisco.
The new San Francisco office will be led by Adrian Flambard who has moved from the group’s office in New York, according to International Adviser.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Flambard joined DeVere Group in 2012 from Kleinwort Benson. He was also a part of a Guernsey based team bought during Kleinwort’s acquisition of Close Brothers offshore in May 2011.
The new office now consists of a team of five with plans to boost the number of advisers to 15 within six months.
The move comes as part of the firm’s plans to expand its presence into the North American market.
Additionally, DeVere Group is also planning to expand its footprint into Canada.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataNigel Green, CEO of DeVere Group, said: "We are committed to developing our already established presence in the US and expanding into Canada over the next two years in order to meet the ongoing demand for our financial services from US and Canadian citizens, international investors and expatriates.
"Our commitment to helping clients achieve their financial goals wherever they choose to live in the world and to providing regional expertise with a global outlook is once again evidenced by the launch of this new office," he added.
