The best of both worlds for Birmingham

The best of both worlds for Birmingham

Financial planning, wealth management and now private banking – the Investec Office in Birmingham is on an exciting journey of growth.

In addition to our established and highly regarded wealth and investment offering, over the past three years our Birmingham office has been bolstered by the introduction of private and corporate banking. This means that our clients have access to a fully integrated service, under one roof. Mike Kelly, Investec Private Bank says ‘I am delighted about the expansion of the private banking team in Birmingham. It will allow us to increase our footprint in the Midlands and focus on more targeted business development activities across the region’.

Mike, who is Birmingham born and bred, has over nearly 40 years of experience in financial services has now been joined by Charlotte Foster. Charlotte is a Private Banker and brings 16 years’ experience in the financial services industry with her, having previously worked at Coutts and NatWest.

Investec’s approach to working with clients is flexible. ‘We do what is best for clients’, says Charlotte, ‘Clients are not compelled to use all of our services and it’s vital that we develop a deep and meaningful relationship with clients to ensure we put them at the heart of all we do.’

Investec has built its reputation for being out of the ordinary and by delivering unparalleled levels of service and personal attention. For professionals, entrepreneurs and high net worth clients in the Birmingham region, accessing this world of opportunity couldn’t be easier. Join a Private Bank that gets you.

Please bear in mind that the value of investments and the income derived from them can go down as well as up and that you may not get back the amount that you have put in.

For further information, contact Mike Kelly on 0121 232 0700 or email mike.kelly@investec.co.uk or Charlotte Foster on 0121 232 0700 or email charlotte.foster@investec.co.uk