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Investec Wealth & Investment (CI)

Contact us

Investec Wealth & Investment (Channel Islands) Limited was formed in 2012, offering a full range of investment management services to clients locally and internationally from our office in Guernsey. As a politically stable, neutral jurisdiction outside of the EU and UK, Guernsey offers a sophisticated, efficient financial and legal infrastructure coupled with a low tax environment.

As we enter the next chapter in our combination with Rathbones, we’re no longer taking new client enquiries directly through Investec Wealth & Investment (CI). If you’d like to speak to us about becoming a client, or working with us to support your clients, get in touch with the team at Rathbones. Contact Rathbones.

Existing clients and contacts of Investec Wealth & Investment (CI) can continue to contact us here.

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Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.

If you’d like to speak to us about becoming a client please get in touch with the team at Rathbones.

Contact Rathbones

Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, recognises and respects the privacy and data protection rights of individuals with regards to personal data.

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

For more information on how we use personal data, please refer to our Privacy Notice.

If you’d like to speak to us about becoming a client, or working with us to support your clients, get in touch with the team at Rathbones.

Contact Rathbones

Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, recognises and respects the privacy and data protection rights of individuals with regards to personal data.

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

For more information on how we use personal data, please refer to our Privacy Notice.

If you’d like to speak to us about becoming a client, or working with us to support your clients, get in touch with the team at Rathbones.

Contact Rathbones

Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, recognises and respects the privacy and data protection rights of individuals with regards to personal data.

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

For more information on how we use personal data, please refer to our Privacy Notice.

If you’d like to speak to us about becoming a client, or working with us to support your clients, get in touch with the team at Rathbones.

Contact Rathbones

Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, recognises and respects the privacy and data protection rights of individuals with regards to personal data.

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

For more information on how we use personal data, please refer to our Privacy Notice.

If you’d like to speak to us about becoming a client, or working with us to support your clients, get in touch with the team at Rathbones.

Contact Rathbones

Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, recognises and respects the privacy and data protection rights of individuals with regards to personal data.

We may use your personal data to provide you with services you request from us, or to manage your accounts, make decisions, detect and prevent fraud, fulfil any contractual relationship with you, undertake analysis and assessment, ensure that we comply with legal and regulatory requirements and/or for other purposes where in our legitimate interests.

For more information on how we use personal data, please refer to our Privacy Notice.

If you’d like to speak to us about becoming a client, or working with us to support your clients, get in touch with the team at Rathbones.

Contact Rathbones

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Address:

Investec Wealth & Investment CI

Unit 2

Upper House

St Peter Port

Guernsey

GY1 2JQ

Channel Islands

+44 (0)1481 706 950

Shaun Lacey

Shaun Lacey, Executive Director, Investec Wealth & Investment (CI)

We put our clients at the heart of everything we do, and we pride ourselves on our professionalism and integrity.

Meet the team

Meet the highly qualified team of finance professionals ready to help support your investment needs.

How we can help

We can help you reach your investment goals, with bespoke investment solutions that use multiple asset classes across a wide range of risk profiles.

Financial planning insights

This site does not offer advice and the content and information about potential investments and services are designed for general use, and so cannot be considered personal to your circumstances or your financial position. Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover the amount you invest.

Investec Wealth & Investment (CI) is a trading name of Investec Wealth & Investment (Channel Islands) Limited, which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment (Channel Islands) Limited is licensed by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law, 2020. Registered address: Unit 2, Upper House, 16-20 Smith Street, St Peter Port, Guernsey GY1 2JQ. (Registered Number 54988). Member firm of the London Stock Exchange.