Page 15 - SA Chamber UK MONTHLY NEWSLETTER - March 2024

Should I consider wealth management?

Pooja: There are some clear times when wealth management is important, such as
when you want to extract value from your company. In a complex political and economic
environment, financial planning can ensure your assets are structured in a tax-efficient
way and you’re set up to grow and protect your wealth.

We always recommend our clients speak to a financial planner and investment manager
ahead of exiting their company or transferring wealth to the next generation. Our clients

see real value in making plans in advance.

What else do you offer high-net-worth individuals?

Pooja: Entrepreneurial spirit and a sense of community really is at the heart of Investec
and we run a number of exclusive networking events to connect the founders and
business leaders with whom we work. We aim to build strong personal relationships with
all of our clients and always look for ways to help you seize opportunities in your industry.

Link to the article online: Why every leader needs a banker who believes in them
(investec.com)

Entrepreneurs: Find out more about how an Investec private banker can help you.

For more information please call or go to our website.
Call: +44 (0) 20 7597 4050
Website: www.investec.com

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SA CHAMBER UK NEWSLETTER MARCH 2024