deVere Italia

Società con Socio Unico, Viale Francesco Restelli, 1,, 20124, Milano, IT
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5.00
Based on 370 Reviews

5

88.38%

4

9.19%

3

0.27%

2

0.00%

1

2.16%
About deVere Italia

deVere Italia forms part of the world's leading independent financial consultancy firm, deVere Group. We offer sound, trusted and expert financial advice.

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ghassan alusi
United Arab Emirates | 25 October 2020

As an expat, I realize how complicated the tax planning issues are for us having different residences to citizenships and generally not having enough knowledge about this complicated topic. Elena has explained some great options to help me with be more efficient with taxes and inheritance planning.

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M.Saeed
Germany | 25 October 2020

I got connected to Elena from my friend because I really wanted to understand how cryptocurrencies work and she has an extensive training in Blockchain tech. I got some information about Devere because they have a really nice Crypto application that is backed by Kraken which recently was in the headlines. I like Devere's pursuit into the Fintech space.

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John Dabney
Italy | 25 October 2020

I would like to thoroughly recommend Elena Le Prins of de Vere for her excellent investment advice. She is always on hand to follow up on advice and implementation of ongoing planning. Elena has introduced me to some investment models that I had never encountered before. Highly recommended.

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D Hasan
Canada | 25 October 2020

`My husband is working with Elena to help with his pension. She has benn delightfully patient in explaining the importance of regular savings for me and my children. We understand well now why its needed to regularely save and the power of compound interest. Devere's fintech technology is great to be able to save.

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Mo Rawi
Canada | 25 October 2020

I've known Elena from Dubai years ago and now we've been talking about helping me protect my wealth and pension since I've left the Middle East. I appreciate that she understands my needs as she's an expat too and her experience is helping us develop a really great strategy for me and my family. I also love the technology that Devere has that connects people to their finances well.

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Karen-Amsterdam
Netherlands | 25 October 2020

Working with Thomas from deVere Italia has been great. He is sincere, wanting to not only understand my financial picture and goals but also me as a person - my priorities and drivers in life. Having worked with other financial advisors, this personal touch is unique -as I know I am working with someone that has my best interests at heart!

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Anthony
United Kingdom | 25 October 2020

I met Elena through a networking event. She was very friendly and we had a few minutes to speak about her work. I realized that I have not spent enough time on my own financial planning because it seems to be the last on my to do list. She was kind enough to remind me that this is very important and also that she, with deVere can take a lot of the stresses away from me to make good quality decisions with their advise. I recommend Elena.

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Chiara Fontani
Italy | 25 October 2020

In the last 8 years I had the opportunity to talk to several advisors, but Elena LPris is by far the best ever. She reached out to me via LinkedIn when I was really hoping to find a way to better manage my second pillar in Switzerland. She took the time to explain me the advantages of managing my money more wisely and secure a better future to my family. It’s a pleasure to work with her, especially because she knows exactly what my goals in life are and how I want to achieve them.

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Manpriet Singh
Netherlands | 24 October 2020

I've been in conversation with Elena LPris since June 2020. She reached out to me via LinkedIn. We have had several conversations over Zoom about managing finances to secure a better future. I appreciate the time and patience Elena showed in explaining how I could invest my resources. I have had in depth conversations with her about financial independence and being a self-made woman. I do hope that the future engagements will be as positive as they have been until now.

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Pratik Barman
United Kingdom | 24 October 2020

As a person who would not know where to start with my finances or planning a pension, having a discussion with Elena was like a breath of fresh air, with great communication. She has great insight to financial building and her international experience helps with planning my strategy so I can be flexible to move and travel in the future.

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Lesley Holden
Cyprus | 23 October 2020

Thomas Budd has been my advisor for over a year now & I have found him quick to respond to any queries I may have, knowledgable & professional. No hesitation in recommending him.

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George
Switzerland | 23 October 2020

After my initial advisor left de Vere I had a few years of no contact. Now Seana has come to my rescue. I receive regular phone updates to make sure that I am happy with my investments. No complaints. I feel that I am in good hands.

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Andrew
Switzerland | 22 October 2020

I have had good investment advise and solid returns on the investments that deVere has recommended to me. Priory has done some very useful research and sorted out the complex and tiresome administration issues that are today part of an Expats financial world.

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Joerg Maassen
Switzerland | 22 October 2020

I am working with Seana for some years now, and she takes good care of my needs and wishes. I like her professional manner ang the good servive she provides to me.

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Eugene Osei-Bonsu
Switzerland | 21 October 2020

Regaining Trust Priory took over my file about a year ago and rebuilt my confidence in DeVere manging my portfolio. She is regular at keeping me informed and very good at explaining all the financial jargon in simple language. I appreciate her thoughtfulness at meeting my needs and ensuring I am regularly updated on changes in the market place.

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David Roberts
Italy | 21 October 2020

I have dealt with Peter Smith for several years on pensions related matters. He has always been accessible ,responsive , well informed and extremely helpful. Peter provides a top quality service and am very happy to work .with him. The investment funds have been performing as well.

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andrea m.
Italy | 21 October 2020

Ho avuto la fortuna di essere seguito da Elena, che è stata molto paziente e attenta alle mie esigenze nel creare un piano di risparmio per il futuro. Ha vagliato diverse opzioni in base alle mie possibilità e la proposta finale era perfettamente in linea con quanto mi aspettavo. Vorrei sottolineare anche la sua disponibilità a effettuare gli incontri su "ZOOM" che durante questo periodo è una comodità non da poco.

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serena giovannini
Switzerland | 21 October 2020

I want to recognize the support received from the consultant Priory: she was clear in the explanation and precise in the delivery of the service. I feel also I have now finally a strong strategy for my retirement. it's just a matter to stick with it and work hard till then!!!!

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Pascal Bosshard
Switzerland | 21 October 2020

Devere provides a very valuable financial advisory service and with Priory as my advisor, I'm really happy to recommend the professionalism and advice I've received and continue to receive.

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Ian
Norway | 21 October 2020

My advisor has engaged with me on a personal level and supplied the kind of advice at a level that even I understand. I have never been disappointed by Mr. Budd.

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