Supporting the work of your trust or foundation
Making the right investment decisions is fundamental in enabling your trust or foundation to achieve its mission. At Investec, we’re here to help make that happen.
For over 25 years, we’ve been working with charitable and family foundations in diverse jurisdictions. We partner with our global network of trust and fiduciary investment experts to build solutions that support your organisation and make a meaningful contribution to your aims.
Supportive, purpose-led service
Personalised service
We believe that you and your foundation deserve personal service. Which is why we don’t use model portfolios or pre-packaged solutions. Instead, we work closely with you to develop a customised strategy that meets your foundation’s unique investment objectives.
A wealth of experience
For over 25 years, we’ve been managing the investments of trusts, professional bodies, foundations and other similar institutions. With our specialist skills and strategic approach, we take care of all your investment needs, so you can focus on the work of your trust or foundation.
A strategic approach
Whether it’s long-term growth or reliable income, we combine a broad range of specialist skills and international expertise to ensure that your portfolio aligns to your organisation’s needs and delivers solid returns.
It all starts with a conversation
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