Borrow against your Investec portfolio
Portfolio loans designed for high net worth individuals
Minimum yearly earnings required to qualify
Net worth in order to be eligible
Ready to talk to a private banker about your requirements?
More information about our portfolio loans
You can use our Portfolio Lending service if you’re an individual, corporate or trust with assets under the management of Investec Wealth & Investment.
Discretionary and advisory portfolios are accepted. We can accept offshore bonds from third party bond providers where Investec Wealth & Investment acts as the discretionary asset manager.
Fees and charges
There is no early repayment charge but an arrangement fee will apply. The arrangement fee amount will vary depending on your individual circumstances, starting from £1,500. Legal fees may also apply.
Fixed term or on-demand.
Purpose and currency
The money you borrow can be used for any legal purpose. The currency can be sterling, US dollars or euros.
Your regular payment instalments may be on a monthly, quarterly, bi-annual (six monthly) or annual basis.
Already have an Investec portfolio?
Talk to your Investec wealth manager who can help you complete an application.