Investec are one of the UK’s leading wealth and investment management firms, trusted with managing over £39.7bn (as at 30 September 2022) of assets on behalf of clients. Our purpose is to create enduring worth – living in, not off, society. We strive to deliver exceptional service to our clients, creating long-term value for all of our stakeholders while contributing meaningfully to our people, communities and the planet.

At Investec, we have a specialist team drawn from the best of the firm’s resources to manage and work with Financial Mutuals. Our team has over 70 years of continuous service and experience of managing and advising on Financial Mutual multi-asset mandates. We are also a long-term supporter of the mutual sector through our Associate Membership of the Association of Financial Mutuals (AFM), and have taken a leading role in working in partnership with the AFM to assist our clients and other AFM members in devising a fully-compliant Solvency II (SII) reporting solution.

Ultimately we work closely with our clients’ Boards and Investment Committees - using information provided allows us to advise on an optimum asset allocation structure to assist the actuary in meeting their regulatory, capital and income requirements, taking into account factors such as capacity for loss and attitude to investment risk. We work in partnership with our Financial Mutual clients to align their assets with their own and their members’ values. We strive to use our own experience and resources to help you as a business to achieve sustainable outcomes for your stakeholders.