Retirement and Financial Planning
Financial planning solutions designed to maximise your assets and minimise your tax liability.
Our clients
Our client-focused approach means that we strive to build business depth by strengthening existing client relationships and nurturing new ones.
Investec has a range of expert financial solutions suited to five key client types:
- Individuals
- Businesses and corporates
- Financial advisers
- Other clients
Individuals
Whether you classify yourself as entrepreneur, business professional or high-net-worth individual, our aim is to make your personal wealth work harder.
Lending and Financing
- Personal Lending
- Professional Services Finance
- Property Finance
- Investor Finance
Banking Services
- Personal Savings Accounts
- Offshore Personal Savings Accounts
Investing
- Personal Investment Management
- Investment for International Clients
- Offshore Custody and Nominee Services
Businesses and corporates
Our expert, global teams offer a comprehensive corporate advisory service in addition to corporate deposits, business deposits, foreign exchange and treasury products, trading and investment solutions for businesses and corporates.
Banking Services
- Corporate Deposits
- For companies with turnover of more than £5m
- Minimum deposit £250,000 - Business Deposit Accounts
- For companies with turnover of less than £5m
- Minimum deposit £50,000 - Offshore Business Deposit Accounts
Finance and Lending
- Business and Corporate Finance
- Professional Services Finance
- Property Finance
- Investor Finance
- Fund Finance
Treasury and Trading
- Corporate Structured Deposits
- Derivatives Solutions and Financial Products
- Foreign Exchange Products
- Offshore Treasury and Foreign Exchange
Advisory Services
- Financial Markets Group
- Corporate Advisory Services
Financial advisers
If you represent a client as a financial adviser or lawyer you can be confident that our expertise will deliver the right results. In addition, you will maintain a close working relationship with experts within our firm.
Investing
- DFM for Financial Advisers
Investec Trust
- Investec Trust
Finance and Lending
- Professional Services Finance
Other clients
Products and services designed to optimise the finances including pension funds, government departments, insurance companies, hospitals, charities and friendly societies.
Lending and Financing
- Asset Finance
- Project and Infrastructure Finance
Investing
- Charity Service
- Court of Protection and Personal Injury
Treasury and Trading
- Derivatives Solutions and Financial Products
- Foreign Exchange Products
