Retirement Investments

When you retire, your dreams don’t have to

Plan for the retirement you deserve with future-focused retirement investments and pension funds.

Choose the right retirement vehicle

Investing for retirement is an important part of achieving your personal wealth goals. We structure retirement investment plans to suit your needs and risk tolerance.

A global investment strategy

Our experienced portfolio management and research teams draw on our expertise in South Africa, the UK, Ireland, and Switzerland for asset allocation and stock selection.

Products that evolve with you

We offer tailored pre- and post-retirement products to help build your retirement investments throughout your career and make your savings last.

Choose Investec Retirement Services if you want:

To put a minimum of R1m into retirement

A choice of mandates including high, medium and low equity

Global insights put to work for you on a personal level

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 a balanced retirement portfolio to suit your needs

Investing for retirement needs to be flexible depending on your stage of life. We offer balanced portfolios which adhere to the principles and guidelines set out in Regulation 28 of the Pension Fund Act:

Retirement Portfolio

Retirement High Equity Portfolio
Retirement Medium Equity Portfolio
Retirement Low Equity Portfolio

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™

Enjoy One Place™ with this local and international offering

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Portfolio Management

Whether you’re wanting to grow your wealth or generate income, tap into our expertise to help realise your investment goals.

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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.