Leave a legacy – not as simple as it sounds

Investec recognises that legacy means different things to different people

Investec recently launched a campaign with the tagline ‘Now, that’s Private Banking’. Cumesh Moodliar, head of Private Banking, explains how it has managed to remain an international award-winning Private Bank and Wealth Manager for 10 years*, but also how its client experience has always set the standard for financial services in South Africa.

It is not what you do, but how you do it

‘As a truly client centric business, our key differentiator has always been creating Out of the Ordinary client experiences and delivery of exceptional client service. This means that we take the time to really get to know our clients. We then find a way to help them simplify their lives, grow their wealth and protect what matters most to them. We help them leave a meaningful legacy.’

He recognises that legacy means different things to different people. ‘It’s not just about wealth, an inheritance or intergenerational wealth transfer. It’s where wisdom meets wealth. It’s creating, growing and investing in something beyond yourself.’

He adds that as a legacy partner, Investec One Place offers the services, expertise and platforms to enable our clients to manage and preserve their immediate and extended families’ and future generations’ wealth and banking needs, locally and internationally.

A marathon, not a sprint

Investec takes the time to form life-long partnerships with its clients to ensure that each client experience is truly Out of the Ordinary.

Moodliar concludes, ‘We continue to evolve with our clients over the long term to grow and preserve their wealth. In this way, we build enduring legacies that future generations can be proud of.’

*Investec has been named the Best Private Bank and Wealth Manager in South Africa for the 10th consecutive year in the prestigious Financial Times of London Awards for 2022. In addition, we won Best in Africa for Philanthropy Services, for the first time.

Investec Private Banking, a division of Investec Bank Limited registration number 1969/004763/06. Investec Private Banking is committed to the Code of Banking Practice as regulated by the Ombudsman for Banking Services. Copies of the Code and the Ombudsman’s details are available on request or visit www.investec.com. A registered credit provider registration number NCRCP9.   Investec Wealth & Investment International (Pty) Ltd, registration number 1972/008905/07. A member of the JSE Equity, Equity Derivatives, Currency Derivatives, Bond Derivatives and Interest Rate Derivatives Markets. An authorised financial services provider, license number 15886. A registered credit provider, registration number NCRCP262. The disclaimer is deemed to form part of this message in terms of Section 11 of the Electronic Communications and Transactions Act 25 of 2002.