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Solutions for Intermediaries

Ensuring that your clients' money works hard

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In order for you to deliver holistic financial services and advice to your clients, you need a partner who is focused on understanding your needs and provides you with products, services and expertise in a seamless and integrated manner. 

Our solutions

Save

Corporate Cash Management 

Our secure, online third-party cash management system is simple, efficient, and helps you to deliver a high level of service to your clients whilst offering them competitive savings products and rates.

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Invest

Unit trusts

Access award-winning local and international unit trusts, underpinned by our rigorous global investment process.

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Discretionary portfolios and segregated mandates

Whether it be a specially crafted discretionary mandate or an asset swapped solution which considers inter-generational planning, we believe a core value of our business is to listen to you and your clients unique needs and help you design a solution that meets them. 

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Retirement investments 

Our balanced retirement solutions are designed to provide for our corporate clients, whatever their retirement or legacy needs. 

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Structured products

Structured Products are designed to give you easy access to markets, offering capital protection and potential enhanced returns. We continuously assess strategies and market dynamics to meet diverse investor needs.. 

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Life investments

The Investec Life Fixed Return Endowment offers intermediaries enhanced returns, in a potentially tax and estate planning efficient structure.

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Bespoke investments

Partner with us to create tailored Outcomes-Based Investment (OBI) strategies, addressing specific client requirements for structured investment products with a personal touch. 

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Trade

Forex 

Our dedicated forex team enables seamless execution of foreign exchange transactions for clients, using a customisable web system to trade live market rates, catering to all foreign exchange needs, big or small. 

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About us
Investec Investment Managment

Investec Investment Management is a specialist international investment manager with a client centric approach to active asset management. We serve intermediaries through investment solutions ranging from tailored portfolios to unitised vehicles.

Investec for Intermediaries

Investec for Intermediaries is all about providing you with the tools and solutions you need to save, trade, and invest on behalf of your clients as well as protect their financial legacies.

Insights from Investec Focus

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