Financial Mutuals

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.


Your bespoke investment strategy

Your society is unique in its needs, objectives and attitude to risk. Draw on more than 20 years' experience to receive a bespoke, transparent and flexible investment management service.

Helping you with reporting strategies

You’re an expert on what you do, but you also need to navigate new solvency reporting obligations. To help. you can make use of our state-of-the-art Solvency II reporting service for financial mutuals and insurers.

Your assets and performance

We can help you report on your society’s assets, optimise long term asset allocation and performance, and educate your executive board on this.

Find out more

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.

Useful download

Our brochure for Financial Mutuals