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My Investments

Access local and international investment opportunities through our secure online investment platform*

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GET STARTED TODAY

Want to start investing?

*Our local and offshore investment opportunities are available to existing Investec Private Bank Account holders. Find out if you are eligible. Or login into your online banking profile to start investing now.

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WHY INVESTEC

Access the expertise of our global fund managers

My Investments gives you exclusive access to our selection of local and offshore investment solutions, actively managed via our rigorous global investment process. Start your investment journey from R1,000 a month or an initial lump sum investment of R10,000.
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Tax-free investments

Investments that are not subject to income or capital gains tax and provide a convenient way to accumulate wealth, save towards a goal or supplement retirement savings.

Retirement solutions

Save for your retirement in a tax efficient manner with our retirement annuity and preservation fund options.

Local unit trust funds

Unit trusts provide easy and affordable access to equities, bonds and other markets and asset classes. Our range of unit trusts caters for short-, medium- to long-term investment periods.

Offshore unit trust funds

Global diversification is no longer a nice-to-have, but a necessity. Get access to some of the best global expertise, backed by our rigorous global investment process.

Structured Products

Our uniquely created structured products are designed to protect your capital or in some cases give you positive returns when a direct investment in the market would have produced a loss.

Life Investment Policy (Endowment)

Our Life Investment Policies provide you with a fixed investment return after tax.

OUR INVESTMENT SOLUTIONS

Investment solutions

Want to start investing?

Our local and offshore investment opportunities are only available to existing Investec Private Bank Account holders. Find out if you are eligible.

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MORE INFORMATION

My Investments factsheet PDF 3.29 MB

Your Private Banking journey starts here

Please complete a few details and one of our Private Bankers will be in touch

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Getting to know you

 

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For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
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Thank you for considering Investec Private Banking.

Based on the information provided, you do not currently meet the qualifying criteria for Investec Private Banking.

❋ To qualify, you need to earn more than R800,000 a year if you’re 30 or older, or more than R600,000 a year if you’re under 30 and hold a recognised qualification. Lower income thresholds may apply for certain qualifications.

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Clarity by Investec could be a good fit

If you’re looking to grow your savings, trade global markets or start investing, explore Clarity by Investec - our secure digital platform for self-directed saving, investing and trading.

🌐︎ Buy local or international, or even portions of shares – whenever you want, wherever you want.

 

Explore Clarity

 

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By providing information, including Personal Information, to Investec as included in this consent form or otherwise provided by me, I consent to:

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  • Investec processing such personal information in accordance with Applicable Laws and Investec’s Data Protection Statement; and 
  • Investec using such information to create a personalised experience in respect of products, services, and other offerings which Investec believes may be relevant and beneficial to me. 

I warrant that all information provided to Investec as included in this consent form or otherwise provided by me is true, accurate and complete in every aspect.

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Before you continue, please read our Privacy Policy.

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By providing information, including Personal Information, to Investec as included in this consent form or otherwise provided by me, I consent to:

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  • Investec processing such personal information in accordance with Applicable Laws and Investec’s Data Protection Statement; and 
  • Investec using such information to create a personalised experience in respect of products, services, and other offerings which Investec believes may be relevant and beneficial to me. 

I warrant that all information provided to Investec as included in this consent form or otherwise provided by me is true, accurate and complete in every aspect.

Declaration *

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Before you continue, please read our Privacy Policy.

If you need any assistance with your application, you are welcome to call us on +27 (11) 291 3803 or email ApplicationAssist@investec.com.

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Unpacking Wealth Creation

Are you keen to start investing but aren't sure where to start?

In this podcast series, Investec Wealth & Investment’s wealth managers and investment specialists provide insight into all you need to know as you start your wealth creation journey, unpacking money and investing, the financial market forces shaping investments, stock market trading, real estate investing, and more.

Listen to the full  podcast seriers

Episode 1: ESG vs impact investing

Do you sacrifice returns by investing in sustainable funds? In the first episode of the second season of the wealth creation podcast series, Ayabonga Cawe is joined by Investec Wealth & Investment’s portfolio managers, Boipelo Rabothata and Barry Shamley as they unpack what ESG really is and what implications it has on where you allocate your capital when making financial decisions. Read more.

Need more information?

Contact us

Existing Private Bank Account holders can contact the My Investment team for more information and advice.

011 290 8606 or 011 286 8820 (08:00 to 17:00, Monday to Friday)