Investec Wealth & Investment

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Company description

Investec Wealth & Investment is one of the UK's leading investment management companies with responsibility for approximately £36.3bn (as at 30th September 2018) of client assets. We have worked closely with Financial Advisers and their clients for over 25 years and gained a unique understanding of the specific needs of advisers and their clients. We specialise in investing for individual clients, charities, trusts and clients of professional advisers on a bespoke basis, seeking optimal returns on their capital at all times.




Services available

We offer the following services:
Discretionary Portfolio Management
We will create a bespoke portfolio that reflects the mandate you have determined for your client. Typically for portfolios greater than £150,000.
Master Portfolio Service
Six defined model portfolios: High growth, Growth, Balanced, Income, Cautious and Defensive. A discretionary collective-based service for investments from £50,000.
AIM Portfolio IHT Plan
Designed to protect your clients' assets from inheritance tax afer only two years, this plan can also be set up inside an ISA. This discretionary service is suitable for investments over £100,000
Structured Product Service
A service created specifically for your clients who want a defined return over a defined period. We can offer your clients a choice of two portfolio options investing in structured products with a minimum investment of £250,000.
Platform Investment Service
To help you give your clients outstanding service, we have created a platform investment service to complement other services your clients may be using.

The Practical Solution

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