Family Offices
Bespoke and comprehensive lending and banking services for family offices.
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.
At Investec, we provide a high quality, high touch personalised approach – our team supports clients across the full life cycle of your transactions.
Keeping you at the core of all of our proposals, we work to build a solution in a timeframe that works for you.
Our team have the depth and breadth of expertise to structure the financing you need.
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.
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.
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.
Our experienced team of property financiers provide development and investment financing across the full spectrum of property asset classes.
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 long-term strategic partner, Rathbones.
Wealth management services are available through our long-term strategic partner, Rathbones.
Are you ready to start a conversation?
Steve O’Regan
Head of Jersey Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in January 2014 and I’m head of the Corporate and Family Office team in Jersey. I provide lending and banking services to Corporates, Family Offices, and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions.
Steve O’Regan
Head of Jersey Lending
Location: Jersey
Speak to me about: Real estate lending on residential and commercial UK property
I joined Investec in January 2014 and I’m head of the Corporate and Family Office team in Jersey. I provide lending and banking services to Corporates, Family Offices, and Property Professionals. The service we provide is based on meaningful relationships with our customers, simplifying complexity and providing tailored solutions.