Verified recordFinancial Services

Adam Masterson

Wealth Management Associate at Devere Group

Based in Malta

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Seniority

Staff

Department

Finance & Accounting

Location

Malta

Industry

Financial Services

Company size

1.7K

Contact information

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Email

1 credit

a•••••••@devere-group.com

Phone

5 credits

+356 ••• •••• ••••

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Background

About Adam Masterson

Drawing on a BSc in Sustainability and a passion for personal finance, I help Irish and European expats navigate the complexities of cross-border wealth management. As a Wealth Management Associate at deVere Group, my passion lies in building resilient, forward-thinking financial strategies that harmonize with responsible, ESG-driven investment principles and the unique challenges of cross-border living. My expertise bridges the institutional and personal- I connect clients to leading financial advisors and exclusive investment opportunities, including ESG-focused and sustainable options- I work closely with individuals and families to understand their unique situations while offering guidance on pension transfers, efficient tax planning, asset diversification, and holistic wealth preservation- I prioritize clear, trustworthy communication so clients feel confident, engaged, and supported at every stage of their financial journey. If you want to strengthen your financial future, align your investments with your values, or explore sustainable ways to grow your wealth, let’s connect and discuss how I can support your goals. If none of these issues are of concern to you, then following me will still provide- Actionable insights into structuring your finances for long-term success and peace of mind- Discovering new approaches to sustainable investing that align with your personal values and goals- Learning ways to avoid common pitfalls faced by expats while taking advantage of cross-border opportunities. Email: adam.masterson@devere-group.com

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