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Investment management

Access world-class investment opportunities and insights

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Investment management you can trust

Helping you meet your personal investment goals is what we do. Our Investment Management experts deliver world-class investment outcomes by leveraging Investec Investment Management's global resources.
We bring together leading strategic thinkers from across the world to ensure the management of our investment portfolios is based on a comprehensive global macroeconomic outlook that analyses the risk environment, defines the outlook, and identifies potential opportunities and icebergs that may lie ahead.
Our approach is based on a fundamental analysis of long-term trends in economies and financial markets and our observation of the returns from the major asset classes.
Realise your investment goals with our comprehensive investment management services, high-quality research and world-class service.

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What we offer

Portfolio management

Access to Swiss custody, brokerage and execution services, including equities, bonds, cash, derivatives and alternatives.

Client-controlled portfolios

Enjoy customised portfolios that put you in control of your investments and lets you make your own decisions.  

Advisory portfolios

A dedicated relationship manager who consults on investment solutions and strategies based on your risk profile.

Discretionary portfolios

A full range of bespoke discretionary solutions managed by a dedicated portfolio manager according to your needs and risk appetite.

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Portfolio management

Access to Swiss custody, brokerage and execution services, including equities, bonds, cash, derivatives and alternatives.

Client-controlled portfolios

Enjoy customised portfolios that put you in control of your investments and lets you make your own decisions.  

Advisory portfolios

A dedicated relationship manager who consults on investment solutions and strategies based on your risk profile.

Discretionary portfolios

A full range of bespoke discretionary solutions managed by a dedicated portfolio manager according to your needs and risk appetite.


 


 

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Statutory information: Our Swiss regulator

Investec Bank (Switzerland) AG is licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA). Registered at Bahnhofstrasse 75, CH-8001 Zurich, Switzerland. 

Contact details for FINMA:
Swiss Financial Market Supervisory Authority (FINMA)
Laupenstrasse 27
CH-3003 Bern
Switzerland