IN­VESTEC WEALTH & IN­VEST­MENT/PRI­VATE BANK­ING

Financial Mail - Investors Monthly - - Cover Story -

What we say

This year, In­vestec again had the high­est rank­ing in the Peo­ple’s Choice sur­vey. It pro­vides the full spec­trum of ser­vices across pri­vate bank­ing and wealth man­age­ment. It has a prom­i­nent pres­ence in SA and the UK, where it is in the top three pri­vate client in­vest­ment man­agers in terms of as­sets un­der man­age­ment. It boasts in-house ex­per­tise and is strong in in­ter­na­tional bank­ing op­er­a­tions. In­vestec has in pre­vi­ous years done well in var­i­ous archetypes, par­tic­u­larly the suc­cess­ful en­tre­pre­neur archetype.

El­i­gi­bil­ity

Pri­vate bank: De­greed, salar­ied in­di­vid­u­als earn­ing a min­i­mum of R800,000/year. Wealth and in­vest­ment: In­vestable as­sets of at least R20m.

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