About deVere Switzerland

deVere & Partners Switzerland SA is part of deVere Group, one of the world's leading independent financial consultancies. Based in Geneva, the firm provides financial planning to expatriates and international investors living in Switzerland.  From retirement and pension planning to education savings and investment protection. Every client is paired with a dedicated adviser for ongoing, one-to-one support, and the firm holds an "Excellent" rating on Trustpilot from several hundred client reviews.

About Stephen Smith

Stephen Smith is a Senior Wealth Manager at deVere & Partners Switzerland SA in Geneva, where he has advised internationally mobile professionals on their long-term financial planning for the past decade. British by nationality and based near Geneva, Stephen works closely with expatriates and cross-border clients - a profile that fits naturally with the international careers of many golf professionals and players.

His focus areas include retirement and pension planning (including UK pension transfers), portfolio management and structured investment solutions.  All tailored to clients who move between countries and tax jurisdictions. Stephen holds the EFPA European Financial Adviser certification, a CII Level 4 Diploma in Regulated Financial Planning, and a CISI International Certificate in Wealth & Investment Management, and is listed on the BX Swiss Retail Client Advisors Register.

Clients consistently highlight his patient, clear approach: reviewers on Trustpilot describe him as approachable and thorough, someone who takes time to explain options in plain language and who has stayed with clients over many years as a trusted point of contact for their pension and investment planning.

Get in touch

For pro golf teachers and players with international careers, cross-border finances can raise questions that a generalist adviser may not be equipped for, from pension investment/exit options when leaving Switzerland, to structuring investments while living and working across jurisdictions. Stephen offers a free, no-obligation call to talk through your situation.