Banking, lending and wealth management for private clients
We work with high net worth individuals, professionals and entrepreneurs to meet their individual requirements.
Why choose us
Under One Roof
We offer a range of services across Private Banking, Lending and Wealth Management to both locally resident individuals who have an income of at least £100,000 and/or net worth of £1,000,000 plus and non Channel Island residents with an income of at least £300,000 and net worth of £3,000,000 plus.
We believe in the traditional approach to private banking but with a modern twist. In other words, direct lines to dedicated relationship managers, an in-house telephone support team and an easy-to-use online service that uses mobile phone “on the go” technology. You could say that we’re “high tech, high touch”.
We offer enhanced services and products not generally available from the High Street, with entry points that are often lower than other global private banks. No discussion is a tick-box exercise. Our experts work closely with each client to deliver personalised solutions that meet their individual financial needs.
We believe in deep and personal relationships with our clients. We look to cut through the complexity in partnership with them and to deliver an experience which is both clear and effective.
And none of our services are conditional upon the other. So whether the focus is everyday relationship banking, lending, investment management or any combination of these, we’re ready to help.
We offer Current, Fixed and Notice Accounts in a range of currencies, along with debit cards in Sterling, Euros and US Dollars.
We also provide payment, foreign exchange and execution only custody and dealing services.
We provide residential & investment property mortgages plus commercial & development lending over properties in the Channel Islands and the UK. We also offer gearing over investment portfolios and other assets, such as cars, boats and planes.
So, whether you’re looking to take out a mortgage, unlock equity in your current home or borrow against existing investments, we’ll build a lending solution that’s flexible, convenient and specific for you.
Wealth & Investment
We provide a full discretionary investment management service in the Channel Islands through our experienced team within our sister company Investec Wealth & Investment (Channel Islands) Ltd available in Guernsey only.
If you are already an Investec client, find our rates and forms to download here and find out how you can get assistance, manage your private banking, check terms and conditions, and more.
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Business Developer Guernsey
Business Developer & Relationship Manager Jersey
Business Developer UK Resident Non Domiciled Individuals