Trust Services

Investec Trust

A comprehensive range of high-end tax compliant wealth preservation and succession planning services.

Investec Trust takes an innovative and flexible approach to structuring, managing and protecting assets. We help provide solutions that extend across generations. Above all, we always act in the best interests of the families and individuals we work with.

  • More than £7 billion in assets under administration
  • Niche offshore service provider
  • Choice of financial jurisdictions
  • Stability, security and resources of the Investec Group
  • Confidentiality

Tailored to your needs

Because every family is different, our approach is personal. Everything we do is centred on a thorough understanding of each family’s particular requirements.

Our specialist, bespoke offering includes efficient estate planning, robust asset protection and complete confidentiality. Our services include:

  • Complex and vanilla trusts, foundations and company structures
  • Carried interests
  • Multi-family office services*
  • Wide experience of holding financial and non-financial assets
  • Experts in working with entrepreneurs

In addition, we regularly partner with specialist legal and tax advisers to achieve the best results.

Important Disclaimer

* Multi-family office services are not available to persons who are resident in the United States and this website is not intended, nor should be considered, as a solicitation of such business in the United States.

Our business operates in three key financial jurisdictions. The choice of jurisdiction depends on what best suits a particular individual or family’s requirements.

People

Investec Trust has over 110 employees of some 20 nationalities, who speak a dozen languages. Many are qualified trust practitioners, tax specialists, lawyers or accountants. However, over and above their professional credentials, they also demonstrate total commitment to the individuals and families they work with. At Investec Trust, our rigorous recruitment and training programme have created a distinct culture. This ensures a perfect fit between our staff and your needs.

Meet the Trust team