WHAT WE DO
Seamless risk management
Currency considerations can arise at every stage of the fund lifecycle – cross-jurisdiction acquisitions and disposals, long term hedging of foreign currency NAV, as well as multi currency commitment options for investors and FX risk related to management fees at a GP level.
Whether you need support with a single transaction or a long-term hedging programme, you will have access to tailored structuring, efficient execution and the wider treasury, lending and advisory capabilities of Investec.
Foreign exchange solutions across the fund lifecycle
Investment transactions
Manage exposures related to non-base-currency assets, be it for acquisition and disposal events, or long term balance sheet hedging.
Investor and share class hedging
Support foreign-currency investors through feeder funds and hedged share-class solutions.
Management fee hedging
Address management-fee income, carry, and special distributions coming up to the GP level.
What sets our relationships apart
We move and deliver at your pace
Direct access to a dedicated fund FX team, with responsive execution around transactions, closings and investor deadlines.
Solutions shaped around your ambition
Specialist insight into funds and private markets, with strategies aligned to your investment structure, liquidity and timing.
With you throughout the fund lifecycle
Support from initial investment and capital deployment through to distributions, management fees and eventual exit.
Flexible credit and execution
Efficient service, with the potential to reduce collateral requirements through secured or unsecured capacity.
Let’s start a conversation
To find out how we can help you, start by telling us a little about your FX needs.
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Speak to a specialist who understands fund structures, investment timelines and the decisions that shape your FX strategy.
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