Investec private banking for financial professionals
 

Finance professionals

Helping free up your time

You’re in the business of making big decisions and understand the financial landscape. Our bespoke banking services are designed to complement you and give you back time to focus on your world. 

 

Speak to a dedicated Private Banker about your needs

As a financial professional, you need a specialist service.

Working with a select group of financial professionals, your dedicated private banker is here to help meet your unique needs.

Finance professionals team

At the heart of your service is a dedicated private banker who is empowered to make decisions and act, supported by a wider team of private bankers all dedicated to financial professionals.

The flexibility you need

When you’re immersed in your profession, it can be easy to forget how distinctive your career trajectory, earning patterns and aspirations are. We’re a private bank with a deep understanding of your personal, professional and financial needs.

Investec Private Banking Zoe Payman
‘You deserve an excellent service that goes beyond the usual. That's why people, not computers, make our decisions.’

Zoe Payman, private banker to financial professionals, with Investec since 2013

Our everyday banking solutions are built to work on your terms, not ours. We keep things simple, efficient and, most importantly, transparent.

 

 

Join a private bank that gets you

Our private banking products and services

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.

Everyday 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.

Wealth Management

You may be looking to secure your family’s future, build a retirement fund, or protect and maximise the wealth you’ve amassed. No matter the stage in life, and whatever the opportunity, our specialists are here to help you leverage your wealth and achieve your long-term goals.

Are you a private equity professional?

As a private equity specialist, you need a specialist service.

Discover our offering for private equity professionals

Speak to a private banker about your banking requirements

Beyond banking

We bring together like-minded individuals through events ranging from thought-leadership breakfasts to Out of the Ordinary experiences. Gain exclusive access through your dedicated private banker.

 
 

We are the founding partner of The Female Lead, a non-profit organisation dedicated to inspiring future generations of women. Founded by Edwina Dunn, creator of the Tesco Clubcard, The Female Lead celebrates the diverse female role models from the world over with the aim of inspiring a new generation.

 

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