Executive Head: Private Clients
Power List
HNW Wealth Managers
London
Wealth planning
Wealth preservation
HNW
Financial Services
Wealth Management & Private Banking
Wealth adviser
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