Welcome to Investec Switzerland
We make the extraordinary possible by delivering the safety, quality, tradition and discretion of a boutique Swiss private bank with the intellectual capital of the Investec Group.
Inside Investec
Understanding you
Drawing inspiration from the zebra – each one with its own distinctive pattern of stripes – we recognise that every client is unique. This is why we take an Out of the Ordinary approach to private banking and wealth management that embraces individuality.
By taking the time to understand yours and your family’s needs, goals and dreams throughout your lifetime, we have established a foundation to create bespoke banking, wealth and investment strategies.
Together, we partner with and guide you in making optimal decisions, complemented by the highest standard of relevant services, to navigate the complexities of today's evolving world.
It all starts with a conversation
Domestically relevant, internationally connected
We believe that in a world where there are more digital tools than ever before, the value of human connection and relationships has never been greater. One of our strengths lies in the diversity and experience of our purpose-driven global team, supported by our Out of the Ordinary culture. Together, we partner with and guide you in making optimal decisions in these complex times, based on your unique vision, values, and purpose.
12
7500+
$165bn
* Funds under management for Investec Wealth & Investment International and Rathbones Group plc as at 31 March 2024
Ordinary is not sustainable
Sustainability lies at the heart of what we do, with responsible investing serving as an essential element within our investment process. As long-term investors and custodians of your wealth, we recognise our responsibility to invest in a way that aligns with and promotes long-term sustainability. We demonstrate our commitment to responsible investing and sustainability as a signatory to the United Nations Principles for Responsible Investment.
Strategic Philanthropy
Guided by your vision, values, passions, desired legacy, and the goal of making an enduring impact, we carefully evaluate your individual strategic philanthropy objectives to design a unique long-term plan for the benefit of future generations. We recognise this is a very personal journey, and we look forward to walking the road with you in creating the difference you wish to make.
We have been recognised by the Financial Times of London as one of the leading private banks for philanthropy services.