deVere & Partners Portugal has been named Best Expatriate Wealth Management Firm 2025 – Portugal at this year’s Worldwide Finance Awards. If you would like to book a meeting with deVere & Partners Portugal, you can use the following link: https://calendly.com/jake-mclaughlin/review, alternatively you can email Jake at jake.mclaughlin@devere-portugal.pt

The accolade reflects not just technical excellence, but also a deep commitment to understanding the human realities behind wealth management, especially at a time when the traditional notions of retirement, residence, and risk are undergoing seismic shifts.

The award comes at a pivotal moment. As geopolitical and market concerns rise, global tax frameworks tighten, and individuals increasingly relocate across borders for work, lifestyle, or personal security, cross-border financial planning is evolving from a niche need to a mainstream imperative.

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Against this backdrop, recognition from a respected international awards body is more than a mark of excellence; it is a clarion call to deepen service, sharpen insight, and remain unflinchingly focused on clients’ evolving goals.

“We’re proud, of course, but more than that, we’re reminded of the responsibility we carry,” says Jake Mclaughlin, Executive Director of deVere Portugal.

“This award is recognition of the trust placed in us by our clients. And that trust can’t be taken for granted, especially not in this environment of volatility and change.”

Founded as part of the wider deVere Group, the Portugal office has steadily grown into a trusted voice in the Iberian wealth management sector. From offices in key cities, the team supports internationally minded individuals and families with services ranging from tax optimisation and retirement strategies to bespoke investment planning and estate structuring.


Their clients include professionals relocating to Portugal under visa schemes, retirees drawn to the climate and lifestyle, and business owners operating across borders.

The firm’s trajectory mirrors Portugal’s own rise as a destination of choice for global citizens. Over the past decade, the country has welcomed tens of thousands of new residents, attracted by its stability, quality of life, and increasingly sophisticated financial ecosystem.

But with opportunity comes complexity, particularly around issues like dual taxation, reporting obligations, inheritance law, and pension transfers. It’s in this demanding space that deVere & Partners Portugal has positioned itself as a steady hand.

Industry observers say the award also reflects a broader trend: a growing demand for advisers who offer both international reach and local nuance.

“The days of off-the-shelf solutions are gone,” said one judge from the Worldwide Finance Awards panel.

“Clients now expect their advisers to understand not only global markets but also the legal, cultural, and financial realities of the jurisdictions they live in.

“What deVere Portugal does well is blend global expertise with deeply localised service. That’s what stood out.”

While the award is a clear endorsement, the firm’s leadership views it as an inflection point, not a finish line. Internally, the trophy sits not as a symbol of past success, but as a reminder of the work still to come. “We’re not celebrating by looking back,” said another adviser. “We’re using this moment to re-energise around what’s ahead—especially with so many changes coming in global tax law, regulatory oversight, and client expectations.”

Clients—many of whom are navigating life transitions, new jurisdictions, or generational wealth issues—say the recognition offers reassurance.

In a world where trust in financial institutions can be fragile, the value of consistent, ethical, well-informed advice is increasingly essential.

For many, that starts with having an adviser who listens, questions, and takes the time to understand.

As the second half of 2025 begins, the Portugal team is doubling down on education, transparency, and impact. They’re also working closely with international partners and in-house analysts to stay ahead of geopolitical and regulatory shifts that could affect client strategies.

“Awards are appreciated,” concludes McLaughlin, “but the real reward is watching a client feel more in control, more confident, and more informed about their future. That’s why we do this.”

by David Hadley, Reporter