Private banking provider
Investec Private Bank
Listed for comparison
Private bank. The reviewed UK page is aimed at UK and South Africa residents. International brand. The reviewed UK page is aimed at UK and South Africa residents.
At a glance
- Provider type
- Private bank
- International reach
- International brand. The reviewed UK page is aimed at UK and South Africa residents.
- Relationship model
- Yes
- Multi-currency
- Available
- Lending
- Varies
- Investment management
- Varies
- Custody
- Confirm locally
- Family / succession
- Varies
- Known minimum / client segment
- The reviewed UK private-bank savings page states £300,000 minimum annual income and £3 million net worth for new private-bank savings-account eligibility. Confirm whether that test applies to the service you want.
Who this private bank may suit
UK and South Africa residents considering the reviewed private-bank savings proposition. That describes the published client focus. It is not a view on whether the bank is suitable for you.
International reach
International brand. The reviewed UK page is aimed at UK and South Africa residents.
International reach does not mean universal eligibility. The office you can see, and the entity that can accept you, are separate questions.
Relationship banking
Yes.
Banking and liquidity
The private-banking proposition includes banking and lending. The exact menu varies.
Lending
The private-banking proposition includes banking and lending. The exact menu varies.
Rates, loan-to-value and credit limits are not published on this page. Confirm the current lending menu, and whether it is available from your country of residence.
Investments
A wealth and legacy proposition is referenced on the referral page. Broader investment services depend on the entity.
Custody and execution
Custody refers to how investments and securities are held and administered.
Confirm by jurisdiction and service.
Multi-currency and FX
Yes. The UK private-bank savings page cites 15 currencies.
A stated currency range does not mean every currency is available to every client. Confirm the accounts and the FX terms for your booking centre.
Family and succession
The referral page references working with clients and families on a financial legacy. Confirm the scope.
Minimum and client segment
The reviewed UK private-bank savings page states £300,000 minimum annual income and £3 million net worth for new private-bank savings-account eligibility. Confirm whether that test applies to the service you want.
Cross-border considerations
International brand. The reviewed UK page is aimed at UK and South Africa residents.
Eligibility, booking location and service availability vary by jurisdiction and regulated entity.
Questions to ask
Can your bank serve someone resident in my country?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Which legal entity and booking centre would hold my relationship?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
What is the minimum relationship size?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Is the minimum based on deposits, investments, net worth or income?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Can you continue serving me if I move country?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Which currencies can I hold?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
How is FX priced?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
What lending is available?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Can investments be custodied with the bank?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Is investment management discretionary, advisory or execution-only?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Do you provide cross-border reporting?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
What investor or deposit protection applies?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
How are fees structured?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Do you coordinate with external tax and legal advisers?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Can family members in different countries be included?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
What source-of-wealth documentation will be required?
Confirm the current answer with Investec Private Bank. It depends on your country of residence, nationality and the entity that would hold the relationship.
Which entity would serve you?
Private banks often operate through multiple regulated entities and booking centres. Your legal relationship, investor protections, deposit protection and available services may depend on the entity serving your account.
Sources and review
Information is based on publicly available provider information reviewed by WiT Access. Services, client eligibility, minimums and jurisdictional availability can change.