Private Wealth Management

Your requirements are at the heart of every investment recommendation we make. Your investment framework and suggested strategic asset allocation are decided during an intensive consultation process.

Our recommendations can be tailored to your specific investment needs, for example, yield enhancement to cash deposits, or a broader, more holistic, long-term wealth accumulation or preservation plan.

Our combination of services encompasses:

• Ultra-high net worth private client investment portfolio management
• Risk profiled portfolio structuring
• Derivative structures and single-stock hedging strategies
• Absolute returns
• Income provision
• Cash management
• Retirement and estate planning
• Fiduciary and trust services
• Alternative and exclusive investment opportunities
• Global investment management
• Geared and leveraged investments

For more information, please contact the Investec Private Bank branch nearest to you.

Legal compliance

In line with the Financial Advisory and Intermediary Services Act (FAIS), only consultants who are registered as representatives of Investec Private Bank will dispense advice in respect of Investec Private Bank investment products and services. Read more

Investec does not make representation that information and materials on this site are appropriate for use in all jurisdictions available on the web, or that transactions, securities, products, instruments or services offered on this site are available or indeed appropriate for sale or use in all jurisdictions, or by all investors or other potential clients. Those who access this site do so on their own initiative, and are therefore responsible for compliance with applicable local laws and regulations. By accessing each site, the entrant has agreed that he/she has reviewed the site in its entirety including any legal or regulatory rubric.
Investec Private Bank. A division of Investec Bank Limited registration number 1969/004763/06. Investec Private Bank is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and Ombudsman’s details are available on request. An authorised financial services provider. A registered credit provider registration number NCRCP9.