Risk Management in south-west England

Corporate Treasury strategies

Help your business prosper by working with our local teams in south-west England. We can support you with bespoke risk management and treasury strategies to keep you ahead of the market.

  • Understanding local risks
    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.
  • Making the complex simple
    Keep on top of your business finances. Whether you’re an importer or exporter with currency risks, have excess cash and want to make a deposit, are exposed to volatile assets such as commodities, or would like to hedge your interest rate exposure, we’re here to help.
  • A personal service
    Receive support from our team, who will give you a proactive and personal service. We genuinely value our clients and put you at the forefront of everything we do. You’ll get a dedicated dealer and we’ll keep you up to date with all that’s going on in the market with events and commentary.

Our Risk Management services

Foreign Exchange

Protect your money from fluctuations in foreign currency markets. We can help your business with the currency risk associated with importing, exporting, foreign cash flow or purchasing an overseas asset.


Benefit from a range of effective hedging solutions to manage exposure to risk caused by volatility in commodity markets. Work with our experts and build a strategy to help protect your business from price fluctuations.

Interest Rates & Inflation

Businesses face a variety of risks within their investment and financing activities. Whether you’re arranging debt financing, accessing capital markets or managing cross-border investments our team of experts are here to help.

Investec Financial Services Compensation Scheme

Your protection

Financial Services Compensation Scheme

Your eligible deposits are protected under the UK’s Financial Services Compensation Scheme (FSCS). Please read this important information.