Investec for intermediaries

A relationship you can rely on

young painter's hand
young painter's hand

A partnership of value

Financial products, services, and expertise for intermediaries

In order to deliver holistic financial services and advice to your clients, you need a partner who understands your needs and provides you with products, services, and expertise in a seamless and integrated manner. A dedicated relationship, expert solutions, and a single platform all add up to a partnership of value for you and your clients.


Talk to us about saving, investing, and trading on behalf of your clients

Solutions for you as an intermediary



Cash management

It's a big responsibility to manage your clients' money. 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.


Structured Products

Structured Products are designed to offer investors easy access to local or international markets with capital protection and the potential to earn enhanced returns. We constantly review investment strategies, pricing opportunities, and market dynamics around the world to develop a range of products appropriate for various market conditions to suit the needs of investors.

Life investments

Investec Life is pleased to offer investors an investment Policy (endowment) containing an underlying product that provides a fixed investment return over five years.

Bespoke Investments

Bespoke Investments is a specialised structured investment products business. We partner with Intermediaries to fully understand and address the specific client investment needs and requirements, allowing us to implement these in a tailor-made Outcomes-Based Investment (OBI) strategy.


Foreign exchange

Execute foreign exchange transactions for your clients through our dedicated forex team, or directly through our customisable web-based system that allows you to view and trade on live tradeable market rates. From offshore investments to sophisticated hedging solutions, no matter the size and scale of your clients' interests, we can help you deal with all of their foreign exchange requirements.

Equity products

Our equities and prime services teams offer specialised and bespoke services for your clients’ equity portfolios, helping you to add value to them. Investec Prime Services offers a complete solution for your clients in global equity execution, asset-backed lending solutions, custody, reporting, clearing, and other prime broking-related services.


Not a financial intermediary?

Find out more about our cash management solutions for Attorneys, Accountants and Property Managers


Tax and Exchange Control Seminar 2022

Investec for Intermediaries will be hosting the State of Change | Tax and Excon Seminar 2022. Our expert speakers, Dirk Kotze and Yentyl Narayadoo will unpack the complicated landscape of tax and exchange control regulation followed by a panel discussion on pressing questions around this subject.

"The value of Investec for Intermediaries is in bringing together components of value that have been existing for our intermediary clients within the Specialist Bank for many years."

Renè Grobler - head of Investec for Intermediaries

News and views

Kevin Hogan's 'Know.Fraud' webcast


"Email hacking, change of bank details, and malware are not the work of some super smart hacking geniuses, but rather the outcome of our own bad online habits."


Kevin Hogan, Fraud Risk Specialist at Investec


"Email hacking, change of bank details, and malware are not the work of some super smart hacking geniuses, but rather the outcome of our own bad online habits."


Kevin Hogan, Fraud Risk Specialist at Investec

  • Disclaimer

    The information contained in this communication is for informative purposes and is not intended to constitute advice in any form, including but not limited to investment, accounting, tax, legal or regulatory advice. As product supplier, Investec is not in a position to have regard to the specific investment objectives, financial situation or particular needs of any specific recipient. The sender accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part of this communication. Investec does not make representation that the information provided is appropriate for use in all jurisdictions or by all Investors or other potential Investors. Parties are therefore responsible for compliance with applicable local laws and regulations.

    Investec Corporate and Institutional Banking (referred herein as “Investec”) is a division of Investec Bank Limited registration number 1969/004763/06, which is a registered bank, an Authorised Financial Services Provider (11750), a National Credit Provider (NCRCP 9) and a member of the JSE. Investec is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and the Ombudsman's details are available on request or visit