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Investec maintains full-year targets despite cooling UK performance

Investec has reaffirmed its full-year targets, projecting a rise in earnings per share, largely due to strong performance in South Africa offsetting a decline in its UK operations.

  • Investec projects earnings per share to increase by three to seven per cent, reaching between 41.7p and 43.3p.
  • The company's South African business saw funds under management in its wealth arm increase by 13.8 per cent to £30.7bn.
  • Investec expects its UK operating profit to fall by two to six per cent.

Investec, the FTSE 250 lender, has reiterated its full-year targets, forecasting earnings per share to be between 41.7p and 43.3p. This represents a projected rise of three to seven per cent from the previous year.

The growth projection is primarily attributed to a surge in activity within its South African operations. In this region, funds under management in its wealth arm increased by 13.8 per cent to £30.7bn. The financier anticipates a 14 per cent increase in the region's operating profit from the prior year, where it generated £223.6m.

Conversely, Investec's UK business is expected to see a decline, with operating profit projected to fall by two to six per cent. Ruth Leas, Investec's UK chief executive, stated that this cooling performance reflects significant spending on expanding the firm's UK presence and the impact of Bank of England interest rate decisions. Despite the overall earnings drag in the UK, mortgage lending increased by nine to ten per cent.

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