Brokers Unlock Opportunities with Tailored Financing for High-Net-Worth Clients

Investec Bank highlights a growing optimism in the brokerage sector, attributing it to the increasing role brokers play in addressing the complex financing needs of high-net-worth (HNW) clients. As these clients seek funding solutions based on diverse, non-salaried income sources, brokers are uniquely positioned to bridge the gap, meeting financial requirements while driving their own business growth.

Peter Izard, Head of Intermediary Business Development at Investec Bank, explained that the firm’s recent survey underscored its commitment to supporting mortgage brokers. He noted that by actively listening to brokers and refining their offerings, Investec aims to help brokers stay ahead of the evolving demands of HNW clients.

The survey identified the incorporation of varied income streams—such as investment returns and bonuses—into affordability calculations as a primary concern for brokers. In response, Investec has pledged to consider a client’s entire financial profile, including share and carry income, in lending decisions.

Additionally, Investec introduced a new 60% loan-to-value (LTV) rate, broadening the range of financing options available to brokers. The move underscores the firm’s focus on delivering customized solutions to meet the increasingly sophisticated needs of HNW clients.

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