Managed IT Services
for Investec Clients

Financial services in South Africa operate under some of the most stringent regulatory requirements on the continent. The Financial Sector Conduct Authority (FSCA) mandates that all financial service providers maintain adequate systems and controls to protect client information. The Protection of Personal Information Act (POPIA) adds a further layer, requiring demonstrable technical measures to safeguard personal data.

For Investec-connected practices — whether you are an independent wealth manager, a private banker operating your own advisory, or a financial planning firm that works closely with Investec products — these are not abstract regulatory concerns. They are practical, daily obligations. Your devices must be encrypted. Your backups must be verified. Your software must be current. And you must be able to prove all of this on demand.

We have built our managed services specifically around these requirements. Every Mac in your fleet is enrolled in JAMF MDM from day one. FileVault encryption is enforced, not optional. Firewall policies are deployed automatically. Software updates are tested in our environment before being pushed to yours, ensuring stability without compromising security. Monthly compliance reports document the state of every device, every policy, and every security measure — ready for auditors, ready for regulators.

The most common mistake we see with Investec professionals managing their own IT is the assumption that buying a Mac makes you secure by default. It does not. macOS is more secure than Windows out of the box, but without enforced FileVault, a properly configured firewall, managed software updates, and verified backups, you are exposed. We eliminate that gap entirely.

Managing a fleet of Apple devices for a financial practice is fundamentally different from managing consumer Macs. Each device must be provisioned with security policies before a user touches it. Applications must be deployed centrally. Updates must be tested before rollout. And when a device reaches end of life, it must be securely decommissioned with a verified data wipe and a documented chain of custody.

We use Apple Business Manager in conjunction with JAMF Pro to achieve zero-touch deployment. When we procure a new MacBook Pro for your practice, it arrives pre-enrolled. The moment it connects to the internet, it automatically configures itself: installs your applications, applies security policies, connects to your VPN, and registers with our monitoring platform. Your new team member is productive within 30 minutes of unboxing, not 3 days of IT setup.

For practices with 10 or more devices, we implement tiered update rings. Critical security patches deploy within 48 hours. Feature updates are tested on a staging device first, then rolled out in waves — ensuring that if an update causes an application compatibility issue (rare, but it happens with financial software like Bloomberg Terminal or Morningstar), we catch it before it affects your entire team.

Device lifecycle management includes quarterly hardware health audits. We track battery cycle counts, SSD wear levels, thermal throttling patterns, and RAM utilisation trends. When a device approaches the end of its optimal life — typically 5 years for MacBook Pro and 7 years for iMac — we flag it 6 months in advance, giving you time to budget for replacement without emergency purchases.

Investec maintains robust enterprise security standards. If your practice accesses Investec systems — whether through Investec Online, the Global Banking platform, or proprietary advisory tools — your devices must meet specific security baselines. We ensure every managed device exceeds those baselines.

Our standard configuration for Investec-connected devices includes: FileVault 2 with institutional recovery key escrowed in JAMF, macOS Firewall with stealth mode enabled, Gatekeeper set to App Store and identified developers only, automatic security updates enabled, screen lock after 2 minutes of inactivity, and complex password requirements enforced via MDM profile. These settings align with the security frameworks typically required by Investec for third-party device access.

We also manage certificate-based authentication for practices that require it, deploy and maintain VPN configurations compatible with Investec’s network infrastructure, and coordinate with Investec’s internal IT team when network access changes are required. The goal is seamless: your team should never experience friction between their managed Mac and Investec’s enterprise environment.