Leaving a legacy

Where do you even start?

In an increasingly extraordinary world, the financial needs of individuals and families have evolved, becoming even more complex.

Especially in times like these, you need an Out of the Ordinary partner that takes the time to understand you and your family. A financial partner that can help you manage, preserve and grow your wealth.

At Investec, our award-winning One Place^TMproposition connects you to our personalised, integrated banking and investment capabilities, locally and internationally. In the last two years, Investec One Place^TM has evolved from banking and investments for the individual to a holistic multi-generational solution.

By offering our services, expertise and platforms to our clients’ extended families and future generations, it empowers them to create a meaningful legacy for generations to come.

We recognise that legacy means different things to different people. It’s not just about wealth, an inheritance or intergenerational wealth transfer. It’s where wisdom meets wealth. It’s creating, growing and investing in something beyond yourself. But, a legacy doesn’t happen by chance – it has to be nurtured with care and intention.

Investec One Place™ brings the various elements of our client proposition together and enables you to construct legacy that’s as unique as your family. A dedicated private banker will connect you to specialists across the business, including wealth managers, investment managers, stockbrokers, life insurance advisers and a tax and fiduciary team. Our global Client Support Centre is available 24/7 to assist with all your queries and requests.

As a truly client-centric business, our key differentiator has always been an exceptional client service experience. This means that we find a way to help you simplify your life, grow your wealth and protect what matters most to you. Our differentiation is not what we do, but how we do it. The way we partner with clients is always human, backed up by high-tech channels.

We believe in forming life-long partnerships with our clients ensuring that each client experience is truly Out of the Ordinary. We will continue to seek new opportunities and evolve with our clients to grow and preserve their long-term wealth in a way that builds enduring legacies that future generations can be proud of.

International recognition. Local expertise. Unwavering excellence

We are proud to have won multiple awards in different categories consecutively over the last 10 years.

Best Private Bank and Wealth Manager in South Africa for:

Ultra high net worth clients
High net worth and super affluent clients
International clients
Business clients
Investment management
Research and asset allocation advice
Data management and security

Best Private Banking and Wealth Manager in South Africa

Best Private Bank for Customer Service (Africa)

Global Wealth Tech Award – Best Private Bank for:

Use of technology in Africa
Digital culture and vision

Global award:

High authorization approval rate – Consumer credit
Regional award
Emerging payment adoption

Your family. Your legacy. Investec One Place™

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