Financial Intermediary Services

Share portfolio management and stockbroking solutions to help you achieve your clients’ investment goals

Leverage Investec Wealth & Investment’s share portfolio management and stockbroking services to help your clients and grow your portfolio. 

 

By working with us, you get access to:

  • A dedicated investment manager and support team
  • A comprehensive approach to finding solutions for your clients' needs and objectives
  • Out-of-the-ordinary levels of service.
 
Frequently asked questions >

Share Portfolio Management

Our domestic and international share and multi-asset class mandates help to grow your clients’ wealth, generate income, or both.

Stockbroking for Intermediaries

Our stockbroking service includes trade execution and advice on South African-listed securities, as well as trade execution on foreign-listed securities.

Start your wealth journey with us

Partner with our dedicated team to make smart, informed choices for your clients' wealth.

Start your wealth journey with us

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Working closely with you to gain an understanding of your needs as a Financial Service Provider (FSP) to meet your clients’ investment requirements.

  • Local and global expertise
    Benefit from our expertise in local and global portfolio management and stockbroking services to FSP partners in South Africa. Gain access to our extensive resources and disciplined investment process. We share knowledge while ensuring your clients’ investments are secure.

  • Bespoke investment strategies
    Our disciplined investment process combines an in-depth review of the investment landscape by experienced portfolio managers. We select the best opportunities locally and offshore, at an optimal risk spread, providing investment strategies that align with your clients’ needs and objectives.

Our services for financial advisors and their clients

Local

  • Advisory and execution-only stockbroking covering all securities listed on the JSE
  • Discretionary managed, segregated portfolios

Offshore

  • Advisory and execution-only stockbroking covering all securities listed on major offshore stock exchanges
  • Discretionary managed, segregated portfolios
  • Offshore collective investment schemes
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