Financial Mail - Investors Monthly
INVESTEC WEALTH & INVESTMENT/PRIVATE BANKING
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.