Fund solutions

Specialist currency and market risk management

Help your funds flourish with a tailored solution, from a fund specialist who understands your sector.

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.

Michael Slane
Joe McKenna
Seb Wright

Michael Slane

Fund Solutions

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

Joe McKenna

Fund Solutions

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

Seb Wright

Fund Solutions

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

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.

 

Latest insights

 

Private equity must stop ignoring currency risk

Joe McKenna cuts into how private equity funds are leaving themselves exposed to FX risk, and despite warning signs, continue without a dedicated strategy.

Playing the long game

Useful insights into the management of your money and financial decisions including budgeting, investments, legacy and retirement planning.

Preparing for EMIR: funds and collateralisation

With the expansion of the European Market Infrastructure Regulation (EMIR) to include FX Forwards, alternative investment funds (AIFs) across Europe are preparing for the potentially costly implications on their foreign exchange hedging.

One investor, one fund, one vision: separately managed accounts (SMAs)

With SMAs, investors get a tailored service and can have far greater influence in all aspects of the fund. For general partners (GPs), that can sometimes create headaches.

Hedging currency risk in volatile times

A series of major geopolitical shocks ranging from Brexit to the election of Donald Trump have placed currency risk in the spotlight over the past few years. The reality is that currency volatility is a perennial challenge.

Fund Solutions weekly newsletter

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Investec Bank plc and its subsidiaries recognise and respect the privacy and data protection rights of individuals with regards to personal data.

 

We may use your personal data to provide you with services you request from us,  or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

 

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Oakley capital
‘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 - April 2018

Client testimonials

Here's what a selection of our clients have to say about Investec Fund Solutions and how we've supported them.

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. 

Secondaries & Fund of Funds Debt Seminar

This year, the focus was on sophistication driving innovation, with our speakers exploring strategic financing and risk solutions to help secondaries and fund of funds managers navigate an ever-changing market.

Hedging and Risk Management Masterclass

Our 2018 Hedging and Risk Management Masterclass, focused on the importance of managing FX exposure for private equity managers, as well as exploring exactly what, and how, to hedge.

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