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    INVESTEC

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    hlbeckley
    Investec PLC & Ltd is a financial services group that provides private banking, capital markets services, investment banking, asset management, and property activities. It has a presence in multiple countries and as of March 31, 2009 had total assets of ZAR 246.25 billion, operating profit of ZAR 4.1 billion, and market capitalization of ZAR 39 billion. The group offers services including wealth management, corporate finance, private equity investments, and asset management with total funds under management of ZAR 213.5 billion.

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    INVESTEC

    Uploaded by

    hlbeckley
    708 views3 pages
    Investec PLC & Ltd is a financial services group that provides private banking, capital markets services, investment banking, asset management, and property activities. It has a presence in multiple countries and as of March 31, 2009 had total assets of ZAR 246.25 billion, operating profit of ZAR 4.1 billion, and market capitalization of ZAR 39 billion. The group offers services including wealth management, corporate finance, private equity investments, and asset management with total funds under management of ZAR 213.5 billion.

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    Investec PLC & Ltd is a financial services group that provides private banking, capital markets services, investment banking, asset management, and property activities. It has a presence in multiple countries and as of March 31, 2009 had total assets of ZAR 246.25 billion, operating profit of ZAR 4.1 billion, and market capitalization of ZAR 39 billion. The group offers services including wealth management, corporate finance, private equity investments, and asset management with total funds under management of ZAR 213.5 billion.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    708 views3 pages

    INVESTEC

    Uploaded by

    hlbeckley
    Investec PLC & Ltd is a financial services group that provides private banking, capital markets services, investment banking, asset management, and property activities. It has a presence in multiple countries and as of March 31, 2009 had total assets of ZAR 246.25 billion, operating profit of ZAR 4.1 billion, and market capitalization of ZAR 39 billion. The group offers services including wealth management, corporate finance, private equity investments, and asset management with total funds under management of ZAR 213.5 billion.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    of 3

    INVESTEC PLC & LTD

    1. Private Client Activities


    a. Banking
    b. Structured Property Finance
    c. Growth and Acquisition Finance
    d. Specialized Lending
    e. Wealth Management and Advisory
    f. Trust and Fiduciary
    g. Private Client Portfolio Management and Stock brokering (AUM ZAR85bn)

    2. Capital Markets – Servicing Corporates, public sector and institutions


    a. ALM, funding in ZAR, GBP, EUR and USD
    b. Corporate Treasury Services
    c. Financial Products (Hedging solutions, scrip lending, equity solutions)
    d. Structured Asset Finance
    e. Project and Infrastructure Finance
    f. Commodities and Resource Finance
    g. Interest Rate Trading
    h. Foreign Exchange Trading
    i. Equity Derivates Trading
    j. Institutional Research and Trading

    3. Investment Banking – Servicing Large and mid-capitalization companies


    a. Corporate Finance – BEE advisory, M&A, Divestitures, Restructuring & Advisory
    b. Direct Investments – Predominantly JSE
    c. Private Equity – Seek and select expansion and buy-out investments as principal
    in unlisted SA companies

    4. Group Services
    a. Central Services – Risk Management, Marketing, Finance, Investor relationship
    etc
    b. Central Funding
    c. International Trade Finance – SME’s

    5. Asset Management
    a. Individual, pension funds, insurance co’s, government bodies, universities,
    corporates and other institutions
    b. Leaders in specialist Equity, Fixed Interest, Balanced and Absolute Return Funds
    c. AUM ZAR213.5bn as at 31/03/09

    6. Property Activities
    a. Managed Property Investments – Listed and Unlisted
    b. Property Trading and development
    c. Listed Property Portfolio Management
    Financial Highlights – as at 31/03/2009

     Operating Profit ZAR 4.1bn


    o PCA 713mio
    o CM 908mio
    o IB 945mio
    o AM 729mio
    o PA 311mio
    o GS 490mio
     Headline Earnings ZAR 2.6bn
     Cost to Income 49.90%
     Total Capital Resources ZAR 21.2bn
     Total Equity ZAR 16bn
     Total Assets ZAR 246.25bn
     Net Core loans & Advances ZAR 120.4bn
     Customer Accounts(depos) ZAR 126.8bn
     CAR 14.20%
     Tier 1 ration 10.80%

    KEY NUMBERS
     Market Capitalization ZAR39bn
     Share Price data
    o High in 2008 at ZAR 104.40
    o Low in 2009 at ZAR 27.20
    o Current Ltd at ZAR 54.50
    PLC ZAR 51.90
     Credit Ratings Fitch BBB+
    Moody’s Baa1/Aa2
     Presence Countries Australia
    Botswana
    Canada
    Guernsey
    Hong Kong
    Ireland
    Jersey
    Mauritius
    Namibia
    South Africa
    Switzerland
    Taiwan
    UK
    US

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