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Global Wealth Management

Forget one-size-fits-all investing. As an international citizen, the world is your financial oyster. You have access to a diverse universe of funds, letting you:

  • Save in your preferred currency for ultimate control.
  • Unlock tax-efficient rates thanks to strategic placements.
  • Tap into exclusive expat investment opportunities for maximized returns.

Ready to navigate your global financial potential? Click below for a free, no-obligation consultation.

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Testimonials

  • Highly motivated and knowledgable

    I found Adam to be highly motivated and knowledgeable when it came to advising me over my QROPS Pension. In fact, when he moved positions I followed him, with my QROPS, knowing that he would be there for me when needed and advise me over my finances.
    Ross Stevenson
    Senior Consultant Directional Driller

  • Assistance with ALL aspects

    Having been a client of Adam’s for just over 11 years, I would happily recommend him as an advisor. When I first met Adam he completed a review of my UK pension and advised that I place it into a QROPS, to improve the tax position and payout to my beneficiaries upon death. Adam then calculated my retirement target and compared this with my current position, after which he recommended a strategy for my remaining years of employment.

    I have found the service to be excellent and I like the fact that due to the company’s size and resources they are able to assist with ALL aspects from tax/residency queries and mortgages to property and foreign exchange. It is reassuring to have Adam and his team at the end of a phone or only an email away, for any questions/concerns that may arise.
    Ian WardIan Ward
    Inspector

  • Available and proactive

    A friend of mine introduced me to Adam a few years ago and spoke very highly of the service he had received, which is a rarity in Thailand. I then learnt that Adam was also looking after many other offshore expats I knew, which was comforting. Adam is clear and to the point with his meetings and he and his team are just as available and proactive today as they were at the start, which I do appreciate and greatly value. I have also run a number of queries through Adam that were not related to my policies (under his management) but he was more than willing to assist. A friend of mine introduced me to Adam a few years ago and spoke very highly of the service he had received, which is a rarity in Thailand. I then learnt that Adam was also looking after many other offshore expats I knew, which was comforting. Adam is clear and to the point with his meetings and he and his team are just as available and proactive today as they were at the start, which I do appreciate and greatly value. I have also run a number of queries through Adam that were not related to my policies (under his management) but he was more than willing to assist.
    Nick Dabkowski
    Mechanical/Construction Supervisor

  • Completely satisfied

    With my professional background in engineering it is important to me that I fully understand the implications of any decisions that I make, and that I carefully consider and analyze all the potential outcomes and scenarios of important decisions, especially financial planning and pensions. This means my decision making processes and approach tends to be very analytical. I’m sure Adam found this a bit of a challenge! But he was extremely informative, helpful and clear from the beginning about how charges would be incurred, how the various products worked, the risks involved and all the other important details necessary for me to make my decisions.
    Stuart McKellar
    Retired

  • Can’t speak highly enough of him

    I have known Adam for a number of years and can’t speak highly enough of him. He is an honest and genuine guy who has always gone out of his way to help, especially when I needed to use deVere. I found deVere to be a very professional and a reliable outfit who I will happily recommend to my international network.
    Ben Lucas
    Talent Lead

  • Impressive performance and service

    Adam is a very committed and dedicated financial advisor. I started working with him while working in Bangkok back in 2012 and he continues to advise me to this day. When I initially met Adam I felt reassured knowing he was already working with many of my colleagues and had been for some years and there was a good track record. This also meant he would be available at our SCB offices most weeks. The financial solutions he provided were easy to understand, had a fixed return and was from a large bank.
    I recently moved from Thailand, meaning it’s more convenient for me to actually communicate via email, Viber and WhatsApp, which Adam (and Scott) are more than happy to do even if outside their normal working hours. I have a great deal of professional respect for both Adam and Scott as they have continued to maintain their impressive performance and service levels over the years.
    I have recommended Adam and his services to a number of colleagues, all of which seem equally as satisfied.
    Mauricio Villegas
    Petroleum Engineer Consultant at Chevron Gulf of Mexico

  • Great knowledge

    Adam has been providing financial advise to me for just over two years and has shown that he has great knowledge about the products that his company manages. I am continually comforted by his consistent awareness of past, current and future market conditions. He has been very professional and timely with all responses since day one. The service levels have remained at a high standard throughout the two years, which I have found to be one of the most significant credits to Adam and his team.
    Sam Robinson
    Talent Acquisition Manager, KBR Infrastructure Solutions

  • Strong track record

    Adam has been providing guidance on my financial portfolio for just over 5 years.
    I was introduced through a colleague who only had good things to say about his experience. Good guy, with a strong track record, would happily introduce him and his services.
    Avnish Kotecha
    Co-Founder @ Karya

  • Straightforward and comprehensible

    I first started working with Adam in September 2012.
    He successfuly convinced me to invest into a long term saving strategy. Now when I look back I’m glad that he convinced me as it has provided me with a visible pension fund and managed savings allow me to work towards a defined objective. Adam’s patient and pragmatic approach to wealth management is always given in a straightforward and comprehensible manner. I have recommended Adam to several of my friends and associates who have all been as equally impressed.
    Ryan Ollerton
    Category Lead – Goods and Supply Chain at Newcrest Mining

  • I was comfortable at every stage

    Adam is very professional. He eliminates the ‘clutter’ and offers advice that is cystalised. This left me feeling very well informed to make the right financial decisions. He is very knowledgeable with both UK and international financial solutions and delivers this information in a very structured format, continually ensuring I was comfortable at every stage. I highly recommend Adam as an advisor.
    Davina Carmen Teo
    SGBVA Certified Virtual Assistant | Digital Creative Services | Branding | Copywriting | Social Media Management

  • Excellent service levels

    I first met Adam in September 2013 and approached with skeptical caution, having been based in Thailand for some years and having had one or two bad experiences with past ‘financial consultants’. I found that most people in Adam’s industry promise the world when they first meet you but very quickly revert to providing little or no service (presumably after they get paid). I found this very frustrating and had lost faith in the industry as whole. Then I met Adam who seemed to offer a different proposition with products from major banks with fixed returns rather than ‘promises’. Furthermore his response time to calls and emails was refreshing and detailed compared to what I was use to. In two years I have never waited more than a couple of hours for a reply to any questions or requests.
    Richie Heaton
    Drilling Superintendent / Drilling / HWO / Well Intervention Supervisor

  • Good impartial advice

    I used Adam to transfer my pension, to a more suitable offshore solution. I had previously heard of moving UK pensions offshore but was very new to the concept when Adam introduced me to it a few years ago.
    Adam and his team provided me with good impartial advice and then seamlessly enabled the transfer, which was complicated due to the number of institutions that held my pension over the years. During the process, Adam and his team were always on hand to answer questions/concerns I had and I was impressed with just how quickly their detailed responses were and have continued to be 12 years down the line. I would happily recommend Adam to future clients.
    John Stuart Tolmie
    Managing Director at Monroe Consulting Group (Thailand)

  • Hard work ethic

    As a financial advisor, Adam has always impressed me with his pro-active approach. Having known and dealt with him and his team for over 3 years, he continues provide professional empathy and brings appropriate recommendations to the table to match the individual’s needs/requirements. I highly commend his hard work ethic and enjoy working with Adam and his team who I find trustworthy, reliable and informative. I will continue to introduce Adam as a trusted advisor, to many friends and will continue to do so.
    Joakim Holmes
    Samui Boat Lagoon Property Co Ltd

  • My portfolio is in good hands

    Adam took the time to understand my concerns with the old portfolio and what I wanted moving forward (wealth preservation, fixed return, capital protection etc). He then provided a detailed recommendation that met all of my requirements, this was delivered in a relaxed manner and at a pace I was comfortable with.
    Nearly 9 years on I am pleased to say Adam and the team at deVere have delivered all that they promised. The returns/funds are performing brilliantly, service/communication levels are as high as they were in day one and most importantly my portfolio is no longer a headache. For the first time in a number of years I can just forget about my portfolio now that it’s in good hands.
    I only have positive things to say about Adam, Misthos Group, the products and the end to end service I have received.
    David Sewell
    Technical Consultant at American Standard

  • Happy with his continued service

    I have known Adam for around 7 years and he is my financial advisor here in Thailand. I was looking at options for my pension and was not happy with the advice other so called financial advisors were giving as it was misleading and could have cost me a lot of money.
    When I met Adam, I had no trust in any of the advice I had been given previously, but he was very frank and honest about the service that he and De Vere provided and was helpful in providing information that gave me the confidence of both the risks and rewards for the range of services that he and De Vere offered. I eventually signed with him and have been happy with the decision and his continued service.
    Mark Pearson
    Managing Director at Premier Thai Lawyers

  • Recommending both Adam and Misthos

    It has been almost 14 years that Adam and his team have been managing my assets and the enthusiasm and professionalism is as abundant now as it was in the early stages of our relationship. We continue to maintain our regular quarterly review meetings and I’m pleased to say that Adam has stuck to his word in all areas. Not only that, my investments have proved to be very successful in a short period of time.
    I have recommended Adam to a number of my professional/social contacts on numerous occasions and they all speak highly of him. Therefore, I have no hesitation in recommending both Adam and Misthos
    Richard Leonard
    Business Development Director at Asia Exhibition Services Ltd.

  • An absolute asset in the industry

    Adam has been working with me on personal financial planning for more than 3 years. He has always been quick to suggest solutions and options for portoflio enhancement, before any of the market trends become real issues. He has an easygoing personality that would be an absolute asset in the industry he’s in. Recommended!
    Asadullah Siddiqui
    Senior Marketing Director, US Foods at PepsiCo

  • My complete satisfaction

    This recommendation is written to express my complete satisfaction with the services provided by Adam Clark in developing our FX option plan within Alpha Corp’s sales and trading division.
    The services of Adam Clark were provided in a professional manner, within predetermined time constrains for a very reasonable fee. The principles of Adam Clark provided an array of alternatives and proposals from which to choose throughout the development process which made the resulting product customized to our particular needs.
    We intend to continue our relationship with Adam Clark and the Misthos Group for the longevity of our stay in South East Asia
    Christian D. Few, MBA
    Blockchain | Fin-TechBlockchain | Fin-Tech

  • 7-8 years working together

    I was introduced to Adam by a friend who had been using him for almost 15 years as his Financial Advisor. He came highly recommended and I have to say in the 7-8 years working together, Adam and his team have been a great help in organizing my assets/finances. Like most expats, I have had ongoing concerns and considerations regarding everything from UK pensions and Probate to IHT and beneficiaries, which I never got round to addressing. I have to say that Adam has allowed me to sit here today knowing confidently that I have everything organized and furthermore I am kept informed and updated about all aspects of my portfolio.
    Jeff Simmonds
    Technical Advisor

  • Delivers superb results

    Adam is a highly personable and sincere professional and he delivers superb results. Adam’s integrity and care for the work he undertakes and advice he presents are obvious in the overall quality of his service. I would recommend him without any thought of question.
    David Yeomans
    Contracts and Commercial Manager

  • Very professional and timely

    Adam has been providing financial advisory services for me and my family for a year now. Adam has showed that he has great knowledge about the products that his company manages, as well as a consistent awareness of past,current and future market conditions. He has been very professional and timely with all responses and processes. HIs opinion is highly valued for our financial planning and will be our first go-to person in search of other opportunities and diversifying our portfolio.
    Carlos Montilla
    Sales Director – Asia Pacific at ChampionX

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