Investec advances wealth and investment management offering

Investec Wealth & Investment International has partnered with SecuritEase International to strengthen its wealth and investment offering through a more connected and integrated investment platform designed to support the evolving needs of modern, high-net worth investors.

This partnership forms part of Investec Wealth & Investment’s strategy to enhance its wealth and investment capabilities, built over more than 20 years, by bringing together investing and trading across both local and international markets, within a more integrated platform. It further reflects the business’s approach of combining international investment expertise, integrated platform capabilities, and innovative intelligence with a deeply personal wealth experience. As a result, clients will benefit from streamlined administration and consolidated reporting, which provides clearer portfolio visibility and a more convenient day-to-day investing experience.

“As clients’ needs continue to evolve, we remain focused on investing in solutions that strengthen both capability and experience across our offering,” says Joubert Hay, CEO of Investec Wealth & Investment International. “Our partnership with SecuritEase supports our vision of delivering a more connected, scalable, and future-ready offering, particularly as investors seek greater simplicity and integration in how we manage their portfolios, especially as they become more diversified across markets and asset classes.”

In response to this shift, Investec’s partnership with SecuritEase focuses on improving and consolidating key operational processes across trading, settlement, custody, and portfolio administration – reducing complexity, while improving efficiency, flexibility and scalability.

“Our wealth managers want more visibility across their clients’ investments, as well as easier ways of managing their portfolios without having to move between multiple systems or providers,” Hay adds. “The Investec Investment Platform allows us to offer clients a more integrated investing and trading experience, including access to both local and international markets with greater ease, through a single platform. This too will underpin our new, soon to be launched Wealth Management approach that will redefine our client partnerships and proposition.”

The partnership between Investec Wealth & Investment International and SecuritEase has developed over several years, with both teams working closely to design and implement capabilities tailored to the needs of the market.

“Our partnership has been a highly strategic and collaborative journey,” says Simone Smith, Chief Operating Officer at Investec Wealth & Investment International.  “Working closely together, we were able to develop a truly unique solution tailored for the South African market – marking an important milestone for innovation within the local wealth management industry as a whole.”

William Tonkin, Group Managing Director of SecuritEase International, notes that such collaborations demonstrate the value of strategic partnerships between financial institutions and fintech companies in driving innovation across the global financial services industry.

“Financial institutions are rethinking how they deliver wealth management services in a highly competitive digital environment. Our partnership with Investec Wealth & Investment International has delivered systems that allow South African market participants to modernise their business operations, improve agility, and deliver more connected experiences for clients. Together, we have created a solution that not only supports operational efficiency, but also provides a platform for future innovation, enabling Investec and others to continue evolving their offerings and deliver differentiated value to clients,” concludes Tonkin.