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Self-managed investments

Take control of your financial journey with our self-managed funding solutions and expert support.

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Build, balance, and broaden your portfolio

Our self-managed investing solutions give you the freedom to shape your portfolio in a way that reflects your goals and values.

Whether you’re looking to grow your wealth, take advantage of market opportunities or diversify across regions, our platform and expert support equip you with the tools to invest with confidence, resilience and long-term purpose.

WHAT WE OFFER

Solutions shaped around you

Access a suite of self-managed solutions that give you the confidence, precision, and support to build enduring wealth on your terms.

My Investments

Curated, expert-backed investments

A digital investment platform accessed through Investec Online provides clients access to invest in selected investments aligned to their investment objectives. Available investments include those for a medium or long-time horizon using a range of local and offshore unit trusts, and tax-free investments. While this is a self-service and digital platform, the investments are backed by Investec’s global active investment expertise.

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Local stockbroking

Invest with confidence, supported by dedicated expertise

Shape a portfolio that reflects your goals and ambition, supported by a dedicated stockbroker who understands the local stock market. And, with access to our global research and deep investment insight, you can make smart, decisive choices aligned to your long-term vision.

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Offshore stockbroking

Access global markets with seamless execution

Expand your investment horizon with the ability to buy and sell instruments across the US, UK, Europe, Canada and Australia. Our global dealing service and secure offshore custody give you streamlined access to opportunities worldwide, helping you diversify with clarity and precision.

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Online share trading

A platform for independent investors

Trade shares, futures, and contracts with ease through our online platform, giving you the flexibility to act quickly, supported by real-time tools and a dedicated team of online trading specialists, whenever you need them.

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How can we best assist you * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

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How can we best assist you * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

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I am interested in * With the investment management option, we manage your investments on your behalf, either through a Wealth Manager or Portfolio Manager. With the stockbroking option, you can trade (execution, online or with advice) in securities, including listed equities, fixed income instruments,unit trusts and derivative instruments.

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Are you a US resident? * Please note that due to regulatory requirements, Investec Wealth & Investment may not be permitted to onboard persons residing in the USA on a permanent basis. Should you have any queries, please email [email protected]

This field is required

Amount in numerical digits only *

This information is required

Minimum characters 1

Please enter only numerical digits

Please leave your comments here

This information is required

Minimum characters 1

0/500 characters
Preferred method of contact *

This field is required

Please enter additional person name here

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Do not use numbers in the name.

Please enter additional person email address here

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Do not use numbers in the name.

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How can we best assist you * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

This field is required

Please select your sources of wealth * This refers to the economic activities or events that have contributed to your net worth. It could be your salary, an inheritance, income on an investment, an investment that has matured, or the proceeds of the sale of your business.

This information is required

I am interested in * With the investment management option, we manage your investments on your behalf, either through a Wealth Manager or Portfolio Manager. With the stockbroking option, you can trade (execution, online or with advice) in securities, including listed equities, fixed income instruments,unit trusts and derivative instruments.

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OUR GLOBAL INVESTMENT PROCESS

Unified perspective. Smarter decisions.

Our Global Investment Strategy Group (GISG) brings together seasoned professionals with over 351 collective years’ experience across four regions: the UK, Switzerland India, and South Africa.

Our global footprint and outlook, combined with our intellectual capital, expertise, and sustained tenure, enable us to form a holistic, unified view on asset allocation, ensuring that investment decisions are made with a broader, more balanced view of the markets.

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Legal documents

Third party product providers: PDF 160.5 KB
Investec Bank Ltd Conflicts of Interest:
W&II terms and conditions: PDF 1.74 MB
W&II complaints procedure: PDF 862.48 KB
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W&II disclaimer: PDF 339.95 KB

Statutory information

Investec Investment Management (Pty) Ltd registration number: 2013/001592/07. An authorised financial services provider, license number 44897. A registered credit provider, registration number NCRCP262.