Portfolio Management

For your growth and income needs

Whether you want to grow your wealth or generate an income, Investec’s investment portfolio management expertise can help realise your goals.

Holistic perspective

We look at your specific needs to offer customised portfolio management built around your goals, family and life stage. 

Global strategy

Your portfolio will benefit from our rigorous global investment process that draws on our expert network across the world.

Research-driven decision making

Our insights and decisions are backed by in-depth research and extensive knowledge of companies across industries and investment landscapes.

Choose Investec Portfolio Management if you’re looking to:

Allocate a minimum of R3m to be invested

Benefit from diversified local and global market exposure

Access insightful, personal advice backed by experience and research

Start your wealth journey with us

Partner with Investec’s team of investment experts to make smart choices to preserve and grow your wealth.

Start your wealth journey with us

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Find out more about our Portfolio Management services by selecting an investment portfolio option below: 

Domestic Investments

Long-Term Growth Portfolio
The Managed High Equity Portfolio
Progressive Yield Portfolio
The Managed Low Equity Portfolio
The Opportunities Portfolio
Large Bank Dividend Portfolio
Listed Property Portfolio
Managed Medium Equity Portfolio
Efficient Return Portfolio

Offshore Investments

Global Balanced Portfolio (USD)
Global Growth Portfolio (USD)
Cautious Fund
Flexible Fund
Global Equity Fund
Global Leaders Portfolio

Retirement Portfolio

Retirement High Equity Portfolio
Retirement Medium Equity Portfolio
Retirement Low Equity Portfolio
Paul Deuchar
"As long-term investors, we’re happy to hold on to quality stocks through times of weakness; provided we’re satisfied the investment case holds."

Paul Deuchar, Portfolio Management head

The Investec Global Investment Process

Leverage our international network

We have operations in 14 countries, giving you access to local and offshore markets. Our clients benefit from our multifaceted, in-depth, global investment processes which offer scale, reach and continuous growth.

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Local knowledge, international expertise

We ensure your investments benefit from the global perspective of our experts across global markets.

Investec One Place

One Place™

Seamless integration of local and international banking and investing. All in One Place™

Explore Investec Wealth & Investment Services

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Retirement Investments

Investing in a suitable retirement vehicle or pension fund is one of the best ways to plan for your future needs.

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Offshore Investments

Global diversification is a must. Investec’s offshore investments give you access to the world’s leading companies and fund managers.

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Managed Investments

Get advice, insight and personal investment services backed by our truly global investment approach and expertise.

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Property Finance

Comprehensive and integrated property funding and investment solutions for the office, retail, industrial and residential property sectors.

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Foreign Exchange

For private clients looking at international investments, making payments overseas, receiving offshore payments or needing foreign currency for travel.

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Private Capital

Solutions for established entrepreneurs, business founders, and high-net-worth individuals to build and maximise success.

Internationally recognised for investment excellence

Euromoney Private Banking survey 2018

Ranked #1 by Euromoney in the Private Bank and Wealth Management Survey.

Global Private Banking award 2018

Ranked #1 by the Financial Times of London as the Best Private Bank and Wealth Manager.