08 Nov 2024
Celebrating 12 years of excellence and building enduring worth
For the 12th consecutive year, we have received the prestigious Financial Times of London award for excellence in Private Banking and Wealth Management in South Africa. This year, we were also named Best in Africa for Customer Service. Judged by an independent panel of global experts, this recognition underscores our unwavering commitment to evolving with the needs of our clients, who are truly global citizens.
“What sets us apart is not just our consistent performance, but how we achieve it. At the core there’s a deeply rooted partnership with our clients and their families, built on trust and understanding. We know that wealth management isn’t just about numbers; it’s about that sense of trust we build with our clients, that we will be worthy stewards of their wealth and legacy, in a complex world,” says Joubert Hay, Chief Executive of Investec Wealth & Investment International.
“In a world where clients often have an impersonal relationship with financial institutions, we go the other way. Our private banking and wealth management offering is all about personalised, face-to-face relationships and our renowned 24/7 global Client Support Centre. Each client benefits from a dedicated private banker and wealth manager - a dual relationship that truly differentiates us,” says Hay.
The Investec One Place™ philosophy further enhances our unique position in South Africa, as it offers seamless private banking and wealth management services locally and internationally. Catering to a broad range of clients, from young professionals to ultra-high-net-worth individuals and their families, with a comprehensive, multi-generational family offering, all clients enjoy consolidated access to their global financial portfolios via a single login and app – a unique feature in South Africa.
“As a growing international business that’s stayed true to its South African roots, our greatest strength lies in harnessing the diversity and expertise of our purpose-driven team. We often say that it’s not what we offer, but how we partner with clients that sets us apart,” says Itumeleng Merafe, Head of Investec Private Banking SA. “Our approach is simple: client-centricity. As a fully integrated business, we deliver seamless solutions, empowering our clients to manage their finances from anywhere in the world. In fact, it is this unified approach we call One Investec, that is our competitive advantage, as it enables us to deliver an exceptional, holistic client experience.”
“The value of a true private bank doesn’t just lie in its transactional capability but in its holistic offering that creates enduring worth in the lives of its clients. When we think about accelerated growth, it’s in this context of how our offering is constantly broadening to meet the ever-changing needs of our clients,” says Merafe.
Homegrown. World class
We have strategically positioned ourselves to accompany our clients wherever life takes them, providing the tools and expertise needed at every stage of their wealth journey. Whether it's creating, growing, or preserving wealth, our offering evolves with our clients through life’s transitions, delivering solutions tailored to their shifting circumstances. Additionally, high-net-worth clients benefit from exclusive access to investment banking opportunities, with the option to co-invest alongside Investec Bank in equity, debt, and property ventures.
"For the first time in the South African market, our multi-currency, multi-asset investment platform now allows international trading across 26 global jurisdictions, including leading markets in the US, Europe, Canada, and Australia. Investec is the only financial institution in South Africa with access to a Swiss banking licence within its stable, a notable advantage for local clients seeking global wealth solutions. As we expand into new regions, such as the UAE, we remain dedicated to helping our clients to grow and preserve their wealth, across generations and wherever life takes them. Our wealth management approach draws on behavioural techniques, backed by data, to partner with and guide our clients to make optimal investment decisions in these complex times, based on their vision, values and purpose,” concludes Hay.
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