Financial Mutuals

Bespoke investment management for your friendly society

Investment management for financial mutuals

Receive tailored advice on how to use your funds and assets efficiently to achieve optimal returns on your society's capital.

 

Your bespoke investment strategy

Your society is unique in its needs, objectives and attitude to risk. Draw on more than 20 years' experience to receive a bespoke, transparent and flexible investment management service.

Helping you with reporting strategies

You’re an expert on what you do, but you also need to navigate the latest solvency reporting obligations. To help you can make use of our Solvency II reporting service for financial mutuals and insurers.

Your assets and performance

We can help you report on your society’s assets, optimise long term asset allocation and performance, and educate your executive board on this.

Find out more

Key benefits to financial mutuals

  • Consistent, long-term investment performance
  • Transparent process and charging structure
  • Expert guidance on ongoing asset allocation strategies
  • Online portfolio access
  • Regular, bespoke reporting.

Investment insights and expertise

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Risks

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.