Fund solutions

Specialist currency and market risk management

 

You need fund specialists who understand your sector. Our team can tailor a solution to help your funds flourish.

 

Bespoke plans

We understand how funds work. You'll receive a unique service: innovative deal structures, bespoke legal and security arrangements, credit-intensive lines and optimal hedging solutions.

Dedication

Your dedicated dealer will guide you from initial conversation to delivery. You'll benefit from rapid on-boarding and proactive market updates, with all the useful information you need.

Lasting partnerships

Once we get to know your business, we deliver an all-round service. We’ll identify opportunities across the bank for you and introduce you to other products and services as appropriate.

Flexible solutions to meet your goals

 

Our specialists can set you up with the simplest of spot lines or develop bespoke security and legal deal solutions to suit your fund.

Funds

In an ever-changing market, it's important to seize opportunities that arise. Work with us to help identify these openings, avoid risks and stay ahead of the pack.

General partners and fund managers

From day-to-day treasury to structured management fee hedging, gain access to an experienced team of specialists that can help you with their creative thinking.

Limited partners and asset managers

We know that every fund is unique. Let us develop a treasury and risk management solution that will help you get the most out of your investments.

It all starts with a conversation

  • London and the South East

    London and the South East

    Bobby Jackson

    Work with our team based in the heart of the City. Experienced specialists will take the time to listen your needs and objectives. Only when they have a full understanding of your business will they advise you on how you can optimise your returns.

  • Midlands

    Midlands

    Charlotte Begley

    Help your Midlands-based business prosper by working with our local team in Birmingham. The Midlands has a historic tradition of producing with excellence, particularly in the automotive, manufacturing and aerospace industries. Our team based in Birmingham work with a broad range of industries and are on hand to listen to your business requirements and tailor a strategy to suit your needs.

  • South-west England

    South-west England

    Mark Sorrell

    Help your business prosper by working with our local teams in south-west England. Running a business in the beautiful coastal region of south-west England comes with numerous challenges and opportunities. We have locally based teams in Bath, Cheltenham, Bournemouth and Exeter who will take the time to fully understand and advise you on the right solution.

  • North-west England

    North-west England

    Philip Hulme

    Help your business based in the north-west of England prosper by working with our local team in Manchester. We can support you with bespoke risk management services to keep you ahead of the market. Understanding local risks Home to the grand industrial cities of Manchester and Liverpool, the north-west of England is a vibrant place to do business. We work with a wide range of sectors, from clothing and drinks manufacturers to shoe importers. Our team based in Manchester is on hand to listen to your business needs and tailor a strategy to suit your needs.

  • Scotland

    Scotland

    Ria Selvaratnam

    Help your Scotland-based business prosper by working with our local teams in Edinburgh or Glasgow. Scotland has a resilient and diverse economy. The Scottish industry is a world leader in sectors from whisky and seafood to chemicals, oil and fuel-based equipment. Our locally based team are on hand to understand your unique challenges and opportunities and offer bespoke services for your business.

It all starts with a conversation

London and the South East
Midlands
South-west England
North-west England
Scotland

London and the South East

Bobby Jackson

Work with our team based in the heart of the City. Experienced specialists will take the time to listen your needs and objectives. Only when they have a full understanding of your business will they advise you on how you can optimise your returns.

Midlands

Charlotte Begley

Help your Midlands-based business prosper by working with our local team in Birmingham. The Midlands has a historic tradition of producing with excellence, particularly in the automotive, manufacturing and aerospace industries. Our team based in Birmingham work with a broad range of industries and are on hand to listen to your business requirements and tailor a strategy to suit your needs.

South-west England

Mark Sorrell

Help your business prosper by working with our local teams in south-west England. Running a business in the beautiful coastal region of south-west England comes with numerous challenges and opportunities. We have locally based teams in Bath, Cheltenham, Bournemouth and Exeter who will take the time to fully understand and advise you on the right solution.

North-west England

Philip Hulme

Help your business based in the north-west of England prosper by working with our local team in Manchester. We can support you with bespoke risk management services to keep you ahead of the market. Understanding local risks Home to the grand industrial cities of Manchester and Liverpool, the north-west of England is a vibrant place to do business. We work with a wide range of sectors, from clothing and drinks manufacturers to shoe importers. Our team based in Manchester is on hand to listen to your business needs and tailor a strategy to suit your needs.

Scotland

Ria Selvaratnam

Help your Scotland-based business prosper by working with our local teams in Edinburgh or Glasgow. Scotland has a resilient and diverse economy. The Scottish industry is a world leader in sectors from whisky and seafood to chemicals, oil and fuel-based equipment. Our locally based team are on hand to understand your unique challenges and opportunities and offer bespoke services for your business.

tom voyce investec
‘People expect good service, but few are willing to give it.’

Tom Voyce, Fund Solutions, Investec Corporate & Institutional Treasury

2017: 'Vive la Révolution!'

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Meet the team

Our people are our difference. Meet the team of experts behind our fund solutions and find out what makes us Out of the Ordinary.

Access our insight

Are you ready for the introduction of the European Market InfrastructureRegulation (EMIR)? Download this article and read our insights on EMIR.

Contact our international offices

Wherever you are in the world, you’re never far from our specialists. Our locations include New York, Zurich, Hong Kong, Sydney & Johannesburg.

oakley capital investec

‘The team goes out of its way to help us manage – and not just spot – opportunity. They take the time to make sure we fully understand the risks and options around every opportunity.’

David Till

Senior Partner and Co-Founder, Oakley Capital

Tom Voyce

Fund Solutions

Our people are our difference. Give me a call today to find out what we can do for you.