Private banking for private equity professionals

Investec understands your unique financial needs

Your personal and professional lives are linked. We take the time to understand your co-invest and carry cycles and offer private banking services that match your needs.

Client eligibility

£300k minimum yearly earnings
£3m minimum net worth
UK resident

Benefits

Dedicated private equity team

At the heart of your services is a team of private bankers dedicated to private equity professionals.

The flexibility you need

If your earnings are tied up in your private equity fund, that’s not a problem. Your banker will take the time to understand your income patterns, then tailor a solution that meets your needs.

Our banking solutions are built to work on your terms, not ours.

Private banking

Our day-to-day banking services are built around you. You demand a lot from those around you and we want to support you in all areas of your life. That means simple, efficient and transparent service.

Mortgages and lending

As your career in finance progresses, your borrowing requirements are likely to have become increasingly complex. You need a dedicated private banker who will take the time to understand your income patterns and design a lending service that meets your financial needs.

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Private bank savings accounts

Achieve your savings goals effectively with our adaptable savings accounts for Private Bank customers. You can choose from three options: same-day access, one-month notice or three-month notice - to withdraw your funds.

Wealth Management

Your personal and professional lives are often intertwined, our partners at Investec Wealth & Investment (UK) understand this and offer investment advice tailored to your circumstances. You can access their services for a minimum investable amount of £250k.

Discover more about their Wealth Management services

Channon Allen-Gulley, private banker

Like you, I enjoy the challenge of solving problems and finding new solutions. I am empowered to make decisions and act on them.

Join a private bank that gets you

+44 (0)20 7597 4050

[email protected]

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