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Strategic philanthropy

Creating a lasting legacy beyond wealth

swans on a lake

For the love of humanity

If your ambitions are to leave a meaningful legacy that creates lasting impact, we’re here to start those conversations with you.
Our dedicated team will help you take your first step on your philanthropic journey and co-create a holistic philanthropy strategy based on your investment and altruistic needs.

child's hands on tree stump


 

Global expertise, local relevance

Advice on establishing a foundation

With global experience in assisting individuals establish and administering impactful foundations, our advice and expertise can help you explore ways to align philanthropy initiatives with your values.

Facilitating meaningful connections

Our global network has facilitated connections between benefactors and beneficiaries in a range of sectors. We can help establish relationships that could help you to make an impact.

Unlocking value beyond wealth

We look to open the door for value creation beyond wealth, helping to enable you to give of your time, skills and expertise to organisations and beneficiaries.

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Advice on establishing a foundation

With global experience in assisting individuals establish and administering impactful foundations, our advice and expertise can help you explore ways to align philanthropy initiatives with your values.

Facilitating meaningful connections

Our global network has facilitated connections between benefactors and beneficiaries in a range of sectors. We can help establish relationships that could help you to make an impact.

Unlocking value beyond wealth

We look to open the door for value creation beyond wealth, helping to enable you to give of your time, skills and expertise to organisations and beneficiaries.


 


 

It all starts with a conversation

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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