Wealth Management Services

Global insights, personal advice

Investec helps leading individuals and families manage, grow and preserve their wealth.

Focused on your needs

Your personal Investec Wealth Manager takes the time to understand your unique needs to develop a plan that evolves with you, while meeting your goals.

International edge

Benefit from the global perspective and strategic insight of top investment minds from around the world.

Highest-level investor protection

We build your investment portfolio to be able to withstand volatility and shocks with robust risk management and compliance systems.

What is wealth management?

Wealth management is a comprehensive financial service that combines investment management, financial planning, estate planning, and other services to help individuals and families grow, preserve, and manage their wealth. It optimises the management of financial assets and resources to achieve specific objectives and long-term financial well-being. Investec is your trusted international partner in comprehensive wealth management, dedicated to optimising your wealth through expert guidance, investment strategies, and tailored solutions.

Award-winning international wealth management, right on your doorstep

Select one of our offices below to find out more information.

Start your wealth journey with us

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

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Why is wealth management important?

Wealth management is vital in helping high net worth individuals and families achieve financial security and their life goals. It maximises investment returns, minimises risks, and optimises tax efficiency. By providing a structured approach to financial planning and asset management, it ensures long-term financial stability, legacy planning, and peace of mind.

Alexandra Nortier, Wealth Management joint head

I would venture that in today’s complex world, the role of the wealth manager has evolved to that of both a financial physician and indeed, often a psychologist.

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.

Local knowledge, global expertise

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

Ranked as the Best Private Bank and Wealth Manager in South Africa for 12 consecutive years, and the best in Africa for Customer Service, by the Financial Times of London.

Portfolio Management

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

Invest offshore

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

Manage my investments for me

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

Unit trusts

Choose from a wide range of unit trusts that meet your investment needs. Our expert international team has produced consistent results across domestic and offshore funds.

Foreign exchange

If you want to invest internationally, make payments overseas, receive money from offshore or you need some foreign currency to travel.

Private capital

We provide established entrepreneurs, business founders and high net worth individuals with private capital solutions, transaction ideas and access to Investec’s networks.

Enjoy Investec One Place™ with our local and international offering

Insights from Investec Focus

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Wealth Management