Investec Private Bank | Investec wealth and investment
Origin of Investec Private Bank | Investec wealth and investment
Investec Private Bank (Switzerland) Ltd is a wholly owned subsidiary of Investec Bank Plc., UK. The Bank has one representative office in Lausanne. The bank was established 1950 in Zurich.
Investec is an international specialist bank and asset manager offering a wide range of services and financial products to a niche client base.
The financial accounting year of Investec is from March to April; therefore, the fiscal year 2017 is from March 1st, 2016 till April 30th, 2017.
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Philosophy and Strategy
The core values of Investec Private Bank are integrity and trust. The focus is to deliver profitable and distinctive solutions to their clients. The three main areas are Wealth & Investment, Asset Management, and Specialist Banking.
Investec wants to be recognized as a distinctive specialist bank and asset manager. The bank has a robust risk management discipline, the ability to be nimble, innovative and flexible, and a client-centric approach.
Investec Wealth & Investment dates back to 1827 and manages more than 60 billion CHF worldwide. The Investec Group enables them to offer a comprehensive service to their clients and gives them access to a vast pool of investment products around the world.
The investment management philosophy is international and allows the Investec Private Bank to construct global multi-asset portfolios. The client base ranges from private clients to corporate structures like trusts, charities, foundations and financial intermediaries.
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Services and Solutions
Investec’s services comprise of discretionary portfolio management, execution service on behalf of the clients-controlled portfolios, fiduciary transactions and custody services. The securities transactions are executed locally or abroad for its institutional or private clients.
The geographical areas covered by the Investec Private Bank include Switzerland, Europe and Southern and Eastern Africa.
The services of Investec are:
- Discretionary management services
- Execution on a full range of financial instruments
- Alternative Investments
- Open architecture investment process
- Payments, debit and credit cards
- Deposits and Fiduciary deposits
- Online access
- Custody services
- Broking services across all asset classes
- Foreign exchange trading and precious metals trading
Lending and Credit Services:
- Lombard and cash-backed lending
- Indemnities/Payment promise
Investec offers their clients a comprehensive investment service and gives them access to a pool of investment opportunities around the world.
The assets under management on behalf of Investec’s clients amounted to CHF 180 billion at the end of March 2016.
Discretionary Portfolio Management:
The Investec Private Bank offers actively managed, entirely discretionary investment solutions, a structured process that leverages the global resources in market knowledge and investment research. The mandates are administered to the highest ethical standards and offer reliable performance with manageable risk parameters. The portfolio construction is with alpha-generating in-house blocks, like individual securities, ETFs, or carefully selected third-party products.
Investec’s balance sheet activities are primarily linked to investment management business for private clients. Lending business is offered through Lombard Loans, and the Interbank business is conducted with group companies and high-quality third-party banks.
The trading activities of the bank consist only of precious metals and foreign exchange dealing activities on behalf of the clients or for hedging the Investec Private Bank’s balance sheet. Investec has no proprietary trading activities.
Derivatives contracts finalized with clients are hedged with counterparties of high credit rating or by matching transactions within the Investec Group.
The risk management plays an essential role in the bank. The Board of Directors approves the risk policies and reviews the key risks regularly. The risks include the client investment risk, the credit risk, the market risk and the operational risk.
The responsible corporate bodies, as well as the parent company, are regularly informed of the Bank’s financial position, earnings and liquidity as well as the associated risks.
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A substantial part of Investec’s commission income is from securities trading on behalf of their clients.
The assets under management increased by 38 % in 2017. The increase was mainly due to new money inflow but also to some excellent market performance.
The operating loss of 5.2 million CHF is mainly due to increased investment in front-end staff and the continued investment in the platform. The costs increased by 7 % in 2017.
The average liquidity ratio of Investec Private Bank stands at 276 %.
Investec plans to increase the assets under management further in the coming years by facilitating the asset conversion of newly hired relationship managers and by leveraging from affiliated companies.
Investec Private Bank | Investec wealth and investment – Facts & Figures
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|Address||Loewenstrasse 29, 8001 Zurich|
|Phone||+41 44 226 10 10|
|Year of foundation||1970|
|No. of employees||39.5|
|Eligible Regulatory Capital||55.021m CHF|
|Tier 1 Ratio||26.00 %|
|Leverage Exposure||436.176m CHF|
|Leverage Ratio||12.60 %|
|Liquidity Coverage Ratio||324 %|
|Risk Weighted Assets||211.604m CHF|
|Loans outstanding||161.492m CHF|
|Assets under Management||2.134bn CHF|
|Assets under Management / Employees||54.025m CHF|
|Net profit||1.82m CHF|
|Net Profit / Employees||46’075 CHF|
|Cost / Income Cost Ratio (CIR)||1187.71 %|
|Return on Equity||3.30 %|
|Own structured products||Group: Yes|
|Presence abroad||Group: Australia, Europe, Asia, South Africa, USA|
Source: Annual Report 2021
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