Investec Alternative Investment Management (IAIM), the asset management business of Investec, leverages the origination and proprietary deal flow capabilities of Investec’s lending franchises to deliver private market investment solutions for investors. The partnership is initially focused on the corporate direct lending activities on this platform.
Investec’s direct lending strategy provides institutional investors and family offices with access to high-growth, lower mid-market corporate lending opportunities. The platform manages more than €3bn of assets across private market credit strategies, supported by an experienced team which has delivered market leading risk-adjusted returns since 2010.
The partnership with Holtara aims to deliver positive outcomes for IAIM investors, borrowers and private equity sponsors through enhanced data analysis and sustainability-linked financing options. It will seek to accelerate Investec’s progress on sustainable lending and investing and is an important component to align Investec’s portfolio with net zero by 2050, by incorporating new data and insights within its direct lending activities.
The partnership is a natural next step in Investec’s commitment to creating enduring worth and long-term value for all stakeholders. Alicia Forry, who leads ESG for alternative investments, will work closely with Holtara to maximise value from the partnership. Alicia was appointed earlier this year to further embed responsible investing frameworks and processes across private market credit strategies.
Callum Bell, Director at IAIM and Head of Direct Lending, said:
“Clients rightly demand sustainable investment solutions, and we must continually enhance our understanding of the opportunities and risks inherent in our portfolios, through a strong understanding of the data. We believe partnering with Holtara, a leading market private market specialist, provides us a competitive edge as we leverage their expertise in an area that is continuously expanding and evolving. We look forward to working with them.”
Andrew Pitts- Tucker, Managing Director of Holtara, said:
“Holtara is looking forward to working with Investec and expanding its reach across the financial sector. Our mission is to impact business today for a better, more sustainable tomorrow. Working with Investec will significantly enhance our ability to drive positive change for people and the planet.’
For further information, please contact:
Charles Clarke, Head of Business PR
+44 (0)750 394 0139
This press release is issued on behalf of Investec Bank plc. Registered address: 30 Gresham Street, London, EC2V 7QP. (Reg No. 489604). Investec Bank plc (Reg. no. 489604) is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
About Investec
Investec Bank plc (‘IBP’) is the banking subsidiary of Investec plc. Investec plc is a FTSE-250 listed company which holds the Investec Group’s non-Southern African businesses under a dual listed company structure. IBP partners with private, institutional and corporate clients, offering banking and investment services in the UK, Europe and certain other countries.
IBP also offers wealth management services through its strategic partnership with Rathbones Group, the UK’s largest discretionary wealth manager. IBP has operated in the UK since 1992.
As part of the Investec Group, IBP is a purpose-driven organisation, dedicated to its core purpose of creating enduring worth. This means we will always strive to create long-term value for all stakeholders and contribute meaningfully to people, communities and the planet.
Further information can be found at www.investec.com.
About Holtara
Holtara’s mission is to impact businesses today, for a sustainable tomorrow through its ESG advisory and technology services. Powered by a blend of people and platform, Holtara offers the unique combination of reporting software, data-driven insights, supported by a passionate team with deep expertise throughout the investment lifecycle. With a team of 150+ ESG, climate, regulatory, sustainability and impact specialists - supported by a wider group of circa 13,000 people and $3 trillion in assets serviced Holtara is the unique ESG services arm of the global Apex Group. Holtara empowers private market investors, managers and companies to create a legacy they can be proud of, by both achieving their financial goals while also making a positive impact on the world around them.
About Apex Group
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 13,000 employees globally, Apex Group provides services into 50 jurisdictions delivering an expansive range of services to asset managers, financial institutions, private clients, and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund raising solutions, fund administration, digital onboarding and bank accounts, depositary, custody, super ManCo, corporate services and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.
