Investec Bank
London
Company
Wealth Management & Private Banking
London
Spear’s Review
Investec, an international banking and wealth management specialist, caters to a HNW and UHNW client base on a proposition grounded in ‘active wealth creation’. In practical terms, the bank helps its clients to create wealth via capital provision and investment management, and then manages that wealth on an ongoing basis.
Operating through a dual-listed companies structure, with linked companies listed in London and Johannesburg, the group offers a range of solutions – investments, financial planning, mortgages, lending and personal banking – all tailored in a way that ‘helps [clients] realise what it is they’re trying to do’. Its wealth management solutions in the UK are provided through Rathbones.
Investec’s main clientele cuts across financial services, the international HNW community, the corporate world and the real estate advisory landscape.