Exclusively available to individuals with an annual income of £150,000 or more.
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 alike.
This is why our specialist Financial Mutuals team invests time in understanding your society’s objectives and attitude to risk.
We use our extensive and proven track record achieved over the last 20 years to devise bespoke, transparent and flexible investment management solutions to help your society achieve optimal returns on capital and advise on the most 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 its mission and vision. We combine our detailed sector knowledge with the depth and breadth of Investec Group resources to support AFM's members' needs, wherever our expertise is required.
- Experienced investment team
- Consistent, long-term investment performance
- Transparent process and charging structure
- Expert guidance regarding ongoing Asset Allocation strategies
- Online portfolio access
- Regular, bespoke reporting