Bespoke and comprehensive lending and banking services for family offices.

who we work with
Who we work with

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.


What we do
What we do

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 and personalised approach. Our team will work with you across the full life-cycle of your transactions and your broader banking needs.


Keeping you at the core of all of our proposals, we work to build a solution that is right for your needs.

Agility and certainty

Providing you with the support you need in the timeframes you need it in.


Our team have the depth and breadth of expertise to structure complex and simple transactions that work for you.

Lending & banking

Structured Property Finance

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

Corporate Finance

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

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 our sister company Investec Wealth & Investment (Channel Islands) Limited (available in Guernsey only).

Private Capital

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


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 and 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

Wealth Management

A full discretionary investment management service is provided through our experienced team within our sister business, Investec Wealth & Investment (Channel Islands) Limited (available in Guernsey only). A wide range of portfolio styles and risk categories are available. 

Start a conversation

Jane Niles

Head of Lending

Steve O’Regan

Business Developer Jersey

Jane Niles

Head of Lending

Steve O’Regan

Business Developer Jersey