Investec Private Client Securities is committed to the growth and preservation of people’s assets, no matter how challenging the environment. Following the acquisition and integration of some of the most respected names in private client stockbroking, Investec Securities has grown into a service provider of excellence in the South African stockbroking market.

All the components of our consolidated private client securities business have a long and distinguished history as a member of the JSE Securities Exchange. Through the careful integration of these businesses, we have created a diverse blend of stockbroking and portfolio management expertise.

We offer clients relevant advice and portfolio management services, focusing on capital protection and growth for both local and international investments.

Relationships provide the investment foundation

We believe that relationships are the foundation of investment success and the strategic advantage of a personal investment manager. Through an in-depth understanding of our clients' needs, aspirations and risk profiles, we are able to build an investment strategy tailored to achieve individual investment objectives. Clients always have access to their portfolio manager or personal stockbroker.

An outstanding team

To provide our clients with highly professional standards, we employ performance-driven individuals who apply intellect and creativity to achieve clients’ investment objectives. Our people set us apart and work as a team to deliver creative and relevant investment solutions.

Our online trading website gives you the flexibility to manage your own portfolio, supported by information and research to assist you in making an informed investment decision. The Investec Private Client Securities trading system offers the following features:

• Real time portfolio updating
• Alerts
• Watchlist customization
• Live pricing
• Charting
• Single Stock Futures
• Competitive Money Market interest rates with no fixed periods
• Monthly portfolio valuation provided conveniently online and via email
• Annual tax reporting
• Research from experienced portfolio managers

The benefits of trading online include:

• Low administration fees
• Low minimum trade fees
• Competitive brokerage rates
• Live pricing – offset if you trade 2 or more times per month
• Competitive Single Stock Future brokerage

Our advisory and execution stockbroking service enables clients to interact with a personal stockbroker to discuss order execution strategies with the advantage of leveraging off our proprietary investment process and other forms of in –house market intelligence.

This service is designed for the more sophisticated investor/trader who is able to make independent investment decisions but requires a suitable investment infrastructure and a personalized, professional stockbroker interface. Stockbrokers deal directly with clients regarding their investment queries and order execution instructions with the objective of providing a suitable dealing solution at the right market price. Stock broking clients also have automatic access to Investec Securities Online, which includes a full investment research library and various portfolio management modules, at no additional cost.

Clients requiring this type of service would need to have a minimum R1 million portfolio value at Investec Securities.

Long-Term Portfolio

The Long-Term Portfolio provides exposure to local and international equity, bonds and cash. This investment approach is best suited to investors seeking performance in the long term through a more conservative portfolio management style.

Our investment philosophy focuses on being research driven in all our investment decisions, assessing and reassessing recognised market leaders, and identifying the growth shares of tomorrow.

We encourage open and honest debate throughout the investment process. This allows us to follow our preferred investment style, providing growth at a reasonable price. Through our approach to individual stock selection, combined with a traditional focus on global and local macroeconomic trends and cycles, we are able to maximise performance in each of the local and international asset classes from which we select: equities, bonds and cash.

Diversification in these portfolios helps to reduce the threat of increased volatility seen in world markets and better absorbs any shocks that may occur, providing a level of investment consistency.

Opportunities Portfolio Mandate

The Opportunities Portfolio provides the opportunity of enhanced returns by focusing on sectors showing out-performance or turnaround potential and identifying the growth stocks in these sectors.

We actively manage portfolios to exploit anomalies and opportunities that exist in the market. The fundamental attraction of this portfolio is our ability to identify themes in the market and purchase growth stocks to maximise returns. The portfolio is ideally suited for risk tolerant investors looking for enhanced returns through a highly flexible portfolio.

These mandates are controlled by an investment committee, which focuses on stock selection through the use of macro research and fundamental analysis, such as frequent company contact. Our investment process has evolved with the market, enabling us to identify current themes, actively seeking opportunities in the market which allow our portfolios to out-perform over the medium to long term.

In today’s environment, we will continue to challenge our investment capabilities through a dynamic investment process, in order to provide relevant and profitable investment advice to our clients. We are committed to achieving consistent investment excellence.

Investec Private Client Securities offers a global investment process that stands on its own merits in regard to:

• A world class investment offering spanning various asset classes
• Tax efficient offshore structure, providing both transparency and flexibility
• A local partner to assist with all administration and investment requirements
• Appropriate tax reporting and efficient administration.

Our discretionary offshore portfolios provide access to a blend of the world’s finest fund managers across a range of asset classes and are tailored to meet individual investment requirements and risk profiles.

Stringent due-diligence of global fund managers, as well as a commitment to a thorough investment process, forms the basis of all selection decisions taken by our offshore investment committee.
The end result is that investors have access to:

• A range of the world’s finest fund managers
• Intelligent portfolio construction of managers across asset classes
• A record of strong risk-adjusted performance versus both our benchmarks and our peers

We believe that after having taken the decision to invest offshore, you should have the opportunity of accessing the best of investment opportunities. Our discretionary mandate offers the chance of both an appropriate and cost efficient investment.

For further information on our global offering please contact your Investment Specialist or Portfolio Manager.

We provide tailored investment strategies encompassing the major asset classes both domestically and offshore in order to achieve specific investment objectives. The approach remains flexible enough to cater for the dynamic nature of investment markets. The team believes in taking the time to thoroughly understand each client’s unique circumstances. This is viewed as the foundation from which an appreciation of risk tolerance and return expectations can be integrated into a personal Investment Policy Statement. Once an investment proposal is accepted and implemented, regular reviews are undertaken in light of changing personal circumstances and expectations around the direction of investment markets both domestically and offshore.

Underlying investments are based on a “best of brand” approach, providing access to the finest investment offerings available within Investec Securities and the broader Investec Group and all investments are continuously reviewed by our Deal Forum in line with our house view and asset allocation process.

The ethos of the team is to ‘keep it simple’, to provide full transparency and remove unnecessary layering of fees and to pay continuous attention to individual portfolios.

We have our service offering to clients with the launch of our retirement fund product range (retirement annuity, preservation funds and living annuity). Our range is ideal for clients that have in excess of R1 million to invest and wish to have personalised specialist investment advice and service from a portfolio manager looking after their retirement assets.

In addition to new investments, clients with accumulated benefits in excess of R1 million are able to switch existing retirement portfolios, held at other managers, to Investec Private Client Securities at no cost.
We offer our clients full transparency as they are able to view the underlying investment portfolio, performance and fees online 24 hours a day.