Bespoke investment management for your friendly society
Receive tailored advice on how to use your funds and assets efficiently to achieve optimal returns on your society's capital.
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Key benefits to financial mutuals
- Consistent, long-term investment performance
- Transparent process and charging structure
- Expert guidance on ongoing asset allocation strategies
- Online portfolio access
- Regular, bespoke reporting.
Working in partnership
Build a partnership with us and draw on our sector expertise across the Investec Group. We proudly support the needs of Association of Financial Mutuals members wherever we can.