Company

Investec Bank

Position

Executive Head: Private Clients

Index

Power List

HNW Wealth Managers

Location

London

Advice type

Wealth planning

Wealth preservation

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Ryan Tholet

Spear’s Review

Investec Bank is an international banking and wealth management specialist, catering to a HNW client base on a proposition grounded in ‘active wealth creation’. In practical terms, this entails what Ryan Tholet calls a ‘pincer movement’ between the firm’s ability to help its clients to create wealth and then manage that wealth on an ongoing basis.

‘Our role is to drive one part of the private client proposition in the UK through our private banking offering, utilising the bank’s resources to help HNW clients create wealth, mainly through capital provision,’ he explains. ‘We partner with our Wealth & Investment team to assist those clients when they move into a wealth management phase.’

Rank: Top Flight

Top Flight 2023, Power List

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