We build holistic relationships with family offices across the family office itself, as well as any trust and corporate structures surrounding it, and its subsidiary investments. We'll also help to establish private banking relationships with family members.
As a focused family office team, we understand the need for fully bespoke offerings, with an integrated family office banking and lending proposition. By gaining a deep insight into our clients and building long-term relationships we strive to become the trusted partner of choice for our clients.

Why choose us?

Client Experience

At Investec, we provide a high quality, high touch personalised approach – our team supports clients across the full life cycle of your transactions.

Flexibility

Keeping you at the core of all of our proposals, we work to build a solution in a timeframe that works for you. 

Expertise

Our team have the depth and breadth of expertise to structure the financing you need.

Lending services

Banking

We provide a comprehensive offshore banking offering, including treasury services and cash management solutions through offshore multi-currency call, notice and term deposits, Foreign Exchange and execution only Custody & Dealing services. Accessed via our online banking or direct telephone line to your relationship manager, our dedicated team of bankers provide the support of a personalised service.

Private Capital

We provide flexible capital solutions, tailored to the needs of established enterpeneurs and business owners. Understanding your business in order to provide flexible capital to make your ambitions a reality.

Corporate Finance

Whether for acquisition, growth or working capital, we work with corporates looking to borrow against the value of their balance sheet and supported by the cash flows of underlying businesses.

Structured Property Finance

Our experienced team of property financiers provide development and investment financing across the full spectrum of property asset classes.

Portfolio Lending

We help our clients' portfolios to work harder, providing leverage through flexible funding options for our execution-only portfolios held via our Custody & Dealing platform as well as for discretionary and advisory-based investment portfolios available through Investec Wealth & Investment (CI) now a part of Rathbones Group. 

Wealth Management

A full discretionary investment management service is provided through the Investec Wealth & Investment (CI) now a part of Rathbones Group. 

Are you ready to start a conversation?

Emily Dawson
Emily Dawson

Head of Family Offices and Corporate Services

Steve O’Regan
Steve O’Regan

Business Developer - Jersey

Emily Dawson
Emily Dawson

Head of Family Offices and Corporate Services

Steve O’Regan
Steve O’Regan

Business Developer - Jersey