Investec wins again at 2018 Global Private Banking Awards

Cumesh Moodliar, Henry Blumenthal and Yuri Bender.

For an unprecedented sixth year in a row, Investec was named the best Private Bank and Wealth Manager in South Africa at the prestigious 2018 Global Private Banking Awards hosted by the Financial Times of London.

The award recognised Investec’s ongoing excellence in private banking and wealth management, particularly the ability to adapt and grow in a changing and challenging market. Investec has continued to deliver a distinctive service to its clients despite the backdrop of a challenging domestic economy and volatile financial markets.

At the heart of Investec’s offering is the One Place™ philosophy. Cumesh Moodliar, head of Private Banking South Africa, says clients are global citizens who want an international banking and investment offering. “For this reason, we introduced Investec. One Place™ in 2014. Through this, we give our clients access to our full suite of banking and investment services, both locally and internationally – all in One Place – enabling them to create, grow, preserve and protect their wealth through us.”

“This is underpinned by our ‘high tech, high touch’ approach,” argues Moodliar. “Investec Online and the App give our clients a consolidated view of their banking and investment accounts, locally and internationally, with one login on one platform. They can also contact their specialist Private Banker or Investment Manager, while our global Client Support Centre is fully empowered to deal with queries and requests.” 

Henry Blumenthal, head of Investec Wealth & Investment South Africa, says Investec continues to expand its presence abroad and its international investment expertise, enhancing traditional asset classes and complementing them with alternative investments. “Our Global Investment Strategy Group committee, which is a forum of our most seasoned investment minds across our key geographies, guides our portfolio positioning decisions. We are therefore uniquely positioned to assist our clients.”

Blumenthal continues, “We look at clients in a holistic way, taking into account their specific needs, life stage and risk appetite. Based on a rigorous assessment of these, we recommend an appropriate asset allocation for each client.”

Moodliar concludes, “We have continued to innovate and build capabilities on our digital platforms that enhance security, drive engagement and save clients’ time. As we evolve, we first ask ourselves if it will make a real difference in the lives of our clients. We never forget the human being behind the screen or on the other side of the phone.”



Latest


13 Jan 2021
ABSA PMI declines further in December 2020

The seasonally adjusted Absa Purchasing Managers’ Index (PMI) declined further to 50.3 index points in December 2020, down from 52.6 in November.…

ABSA PMI declines further in December 2020

The seasonally adjusted Absa Purchasing Managers’ Index (PMI) declined further to 50.3 index points in December 2020, down from 52.6 in November. This is the lowest level since July 2020. The reading just above 50 index points suggests that growth is levelling off in the manufacturing sector after solid month-on-month gains were…

12 Jan 2021
Steven Nathan steps down as CEO of 10X Investments

After 15 years at the helm, 10X Investments’ founder and CEO Steven Nathan has resigned, effective 31 December 2020, in…

Steven Nathan steps down as CEO of 10X Investments

After 15 years at the helm, 10X Investments’ founder and CEO Steven Nathan has resigned, effective 31 December 2020, in order to pursue other interests.  This is according to a statement issued today. The statement says: In line with 10X’s succession plans, the company’s Executive Chairman, Henk Beets, will assume responsibility…

12 Jan 2021
Rule 19 – how it affects advisers and the industry

By Schalk Malan, CEO of BrightRock In September 2019, Rule 19 of the Policyholder Protection Rules underwent critical changes impacting…

Rule 19 – how it affects advisers and the industry

By Schalk Malan, CEO of BrightRock In September 2019, Rule 19 of the Policyholder Protection Rules underwent critical changes impacting insurers and financial advisors. The changes in relation to the termination of long-term policies brought about the inclusion of the Replace Advice Record (RAR), which applied when policyholders were replacing…

12 Jan 2021
Santam agrees to settle Covid-19 Business Interruption claims, but there’s a catch, says ICA

Santam’s “Stalingrad strategy of deny, delay, defend continues – latest actions suggest that legal certainty is no longer the objective,…

Santam agrees to settle Covid-19 Business Interruption claims, but there’s a catch, says ICA

Santam’s “Stalingrad strategy of deny, delay, defend continues – latest actions suggest that legal certainty is no longer the objective, but they are in fact trying to take advantage of vulnerable clients who are desperate for funding“ Specialist public loss adjuster, Insurance Claims Africa, says it is unsurprised but disappointed…


Top stories


10 Sep 2020
How too much choice is draining your brain

By: Paul Nixon, head of technical marketing and behavioural finance at Momentum Investments From the words of Francis Scott Key…

How too much choice is draining your brain

By: Paul Nixon, head of technical marketing and behavioural finance at Momentum Investments From the words of Francis Scott Key that dubbed America “The land of the free”, which stuck, to the unforgettable Mel Gibson monologue where an army of painted Scots were willing to trade their lives for the…

13 Apr 2020
Investors should keep a reasonable investment allocation outside of SA

MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19…

Investors should keep a reasonable investment allocation outside of SA

MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19 environment and what form a global market recovery will take.

13 Apr 2020
SA’s Proposed Covid-19 Disaster Management Tax Relief

The National Treasury recently issued the draft Disaster Management Tax Relief Bill (Bill) for public comment by 15 April. The…

SA’s Proposed Covid-19 Disaster Management Tax Relief

The National Treasury recently issued the draft Disaster Management Tax Relief Bill (Bill) for public comment by 15 April. The draft Bill, together with its explanatory memorandum, provides clarity with regards the tax relief measures President Cyril Ramaphosa announced on 23 March.

10 Apr 2020
When the going gets tough, farmers are on familiar territory

South African farmers are old hands at adapting to uncertain and daunting circumstances, and our local agricultural industry has proved…

When the going gets tough, farmers are on familiar territory

South African farmers are old hands at adapting to uncertain and daunting circumstances, and our local agricultural industry has proved to be most enterprising in acclimatising to challenges as they arise.


Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za