Charities & Trusts

Tailored specialist portfolio management and design for charities and trusts.

A manager for your charity or trust has to be dedicated, dynamic and trustworthy. Investec Wealth & Investment’s investment managers work in partnership with trustees to deliver outstanding results.

A thorough understanding of the sector combined with our wide range of services means that we match the investment objectives of your trust or charity to the most effective strategy.

We act on behalf of more than 50 organisations across South Africa, including charities, trusts, professional bodies, school trusts and other institutions.