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| Private Client Activities |
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Partner of choice from wealth creation to wealth management |
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Scope of activities |
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Private Client Activities comprises two businesses: Private Banking and Private Client Portfolio Management and Stockbroking. |
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Private Banking |
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| Activities |
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Banking Activities |
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Growth and Acquisition Finance |
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Private Wealth Management |
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Specialised Lending |
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Structured Property Finance |
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Trust and Fiduciary Services |
| Target market |
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Ultra high net worth individuals |
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Active wealthy entrepreneurs |
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High income professionals, property developers and investors, self-employed entrepreneurs, owner managers in mid-market companies and sophisticated investors |
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Private Client Portfolio Management and Stockbroking |
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| Activities |
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Portfolio management |
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Stockbroking |
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Alternative investments |
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Investment advisory services |
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Electronic trading services |
| Target market |
Private Client Securities, South Africa and Rensburg Sheppards plc, UK:High net worth individuals |
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Strategic focus |
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Private Banking |
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Investec Private Bank positions itself as the ‘investment bank for private clients’, offering both credit and investment services to our select clientele. Through strong partnerships, we have created a community of clients who thrive on being part of an entrepreneurial and innovative environment. |
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Private Client Portfolio Management and Stockbroking |
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South Africa |
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Mission:To be the premier South African portfolio management and stockbroking house |
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We differentiate ourselves through: |
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| • |
The quality of investment professionals we employ and the relationships we build with our clients. |
| • |
A dynamic and focused investment process that provides consistent and superior returns. |
| • |
The provision of innovative investment products and services. |
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Leveraging the outstanding opportunities available to our clients within the broader Investec group. |
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Private Client Activities |
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Partner of choice from wealth creation to wealth management |
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Management structure |
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| Private Banking |
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Private Client Portfolio Management and Stockbroking |
Global Head of Private
Banking
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Steven Heilbron |
Head of Private Client Securities |
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South Africa |
Henry Blumenthal |
UK and Europe
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Investment Process |
Peter Armitage |
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Finance and Operations |
Joubert Hay |
Regional Head
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Steven Heilbron |
Cape Town |
Jonathan Bloch |
Banking and Treasury
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Linda McBain |
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Stephen Glanz |
Growth and Acquisition Finance
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Avron Epstein |
Durban |
Craig Hudson |
Private Client Lending
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Wayne Preston |
Johannesburg |
Paul Deuchar |
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Nicky Walden |
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Raymond Goss |
Private Wealth Management
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Robert Gottlieb |
Pietermaritzburg |
Andrew Smythe |
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Kim Hillier |
Port Elizabeth |
Andy Vogel |
Specialised Lending
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David Drewienka |
Pretoria |
Len Olivier |
Structured Property Finance
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Paul Stevens |
Compliance |
Bernadette Ghenne |
Trust and Fiduciary
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Robert Clifford |
Online Services |
Ockert Olivier |
Investec Bank Channel Islands
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Mort Mirghavameddin |
Risk Management |
Alex Harding |
Investec Bank Ireland
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Michael Cullen |
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Investec Bank Switzerland
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Oliver Betz |
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Finance
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Liza Jacobs |
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Marketing
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Antonia Kerr |
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Operating Officer
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Chris Forsyth |
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IT
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Alan Bletcher |
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| South Africa |
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Regional Head
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Paul Hanley |
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Regional Head Cape Town
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Rob Nicolella |
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Regional Head Durban
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Colin Franks |
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Regional Head Johannesburg
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Wessel Oosthuysen |
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Regional Head Pretoria
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Wouter de Vos |
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Regional Head Port Elizabeth
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Andy Vogel |
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Banking
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Carol-Ann van der Merwe |
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Private Wealth Management
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Warren King |
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Treasury
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Les Scott |
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Compliance
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Jason Howell |
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Credit Risk
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Michael Leisegang |
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Finance
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Jodi Joseph |
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IT
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Denton Muil |
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Marketing
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Carla Fiford |
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Risk Management
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Tim Till |
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Australia
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Regional Head
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Paul Siviour |
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Growth and Acquisition Finance
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Mark Joffe |
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Michael Sack |
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Private Client Treasury and
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Investments
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Ivan Katz |
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Private Wealth Management
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Robert Lipman |
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Specialised Lending
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Ashley Krongold |
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Structured Property Finance
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Tim Johansen |
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Experien Professional Lending
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Barry Lanesman |
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Finance
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Kelley-Ann Axiom |
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Marketing
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Ngaire Threlfall |
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| Operations |
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Gavin Brandenburger |
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Contribution analysis |
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| * |
Before goodwill, non-operating items and taxation and excluding Group Services and Other Activities. |
| ** |
As calculated in ROE by division table. |
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Operating profit^ - track record |
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| ^ |
Trends reflects numbers as at the year ended 31 March. The numbers prior to 31 March 2005 were reported in terms of UK
GAAP. Amounts are shown before goodwill, non-operating items and taxation. |
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