Specialist investment management solutions for Financial Mutuals
While Friendly Societies often share similar financial goals and regulatory obligations, no two organisations or their needs are ever exactly the same.
This is why our specialist Financial Mutuals team invests time in understanding your particular objectives and your attitude to risk.
We use our extensive experience and proven track record attained over the last 20 years to devise bespoke, transparent and flexible investment management solutions to help you achieve optimal returns on your capital and advise on the most tax-efficient use of your society’s assets and long-term savings funds.
Our approach is one of partnership; we are proud of our ties with the Association of Financial Mutuals (AFM) and a keen supporter of both its mission and vision. We combine our detailed sector knowledge with the depth and breadth of Investec Group plc to support the AFM’s members’ needs, wherever our expertise is required.
- Experienced investment team
- Consistent, long-term performance and an enviable track record
- Transparent process and charging structure
- Expert guidance regarding ongoing Asset Allocation strategy
- Online access to your portfolio
- Regular, detailed reports