Investec are one of the UK’s leading investment management companies, trusted with managing over £40.5bn (as at 30th June 2022) of assets on behalf of clients. Our purpose is to create enduring worth – living in, not off, Society. We deliver exceptional service to our clients, striving to create long-term value for all of our stakeholders and contributing meaningfully to our people, communities and planet.
At Investec, we have a specialist team drawn from the best of the firm’s resources to manage and work with Financial Mutuals. The specialist 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.
We tend to work closely with our clients’ Boards and Investment Committees to proactively advise on the optimum asset allocation structure to meet their regulatory, capital and income requirements, taking into account factors such as capacity for loss and attitude to investment risk. We aim to work in partnership with our Financial Mutual clients to align your assets with yours and your members’ values. We also strive to use our own experience and resources to help you as a business to achieve sustainable outcomes for your stakeholders.