Rowers next to  river holding their boat above their heads

About us

Helping you achieve more

Our ambition is to be the UK’s preferred partner for the adviser community by doing more to support your needs.

One way we are achieving this is by developing intuitive, market-leading products and services that help your firm build competitive advantage and your clients protect, grow and tax-efficiently pass on their wealth. From off-the-shelf products through to award-winning bespoke investment portfolios, we have solutions that will help you win new clients and build stronger relationship with your existing ones. 

All are supported by our best-in-class research capabilities, smart technology and a reputation for Out of the Ordinary service that has seen us voted Best Structured Products Provider for 11 years in a row and the UK’s favourite DFM.

In fact, everything we do is designed to help you achieve more for your business by freeing up time to focus on financial planning, winning new clients or developing opportunities with your existing clients. 

Get in touch

You can send us a message, or request a call from your local business development director. Whatever support you need we’re here to help.

£44.5bn

Client assets under management*

£6.55bn

Value of Structured Products issued

7.41%

Average return p.a. for Structured Products through Investec Bank, with no capital loss

*As at 24/06/2020. Past performance is not  an indicator of future performance and returns are in no way guaranteed.

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Introducing Investec

We are an international banking and wealth management business with a refreshingly human approach. When you choose Investec you’ll be partnering with a company with a reputation for supporting advisers with Out of the Ordinary levels of service, based on an open and honest dialogue, a can-do attitude and cast-iron integrity.

 

Helping you and your clients in any way we can is our first priority, which is why our focus as a business has always been on creating strategies and services designed around your needs and those of your clients, not ours.

 

During our 25 years experience of working with advisers we’ve built thousands of trusted relationships, earned a reputation for outstanding service, brought to market innovative and market-leading solutions and been consistently recognised by Advisers as one of the easiest and most supportive firms to work with. 

Who we are

Our story begins in Johannesburg in 1974, when three friends decided to set up a business that did things differently. In the early years, as our team grew, there were never enough chairs in the office. Someone always had to be out looking for new business. Our founders’ entrepreneurial spirit drives us still. 

Youthful, yet experienced

Although a relatively youthful name, we have a history in wealth management that dates back nearly 200 years through our acquisition of illustrious names on the stock exchange including Rensburg Sheppards and Williams de Broë. 

Never far away

We know the value of being local to you. With 16 offices across the country, from Edinburgh to Exeter we have a truly nationwide presence that allows us to provide exceptional levels of service to you and your clients, locally. Anywhere you or your clients would like to meet, we can be there. 

Financial stability

When considering a new investment partner, we know it is important to understand and assess their financial strength. We are proud of our financial stability and are one of the few banks that has never required shareholder or government support. Our philosophy has always been to maintain a high level of readily available high-quality liquid assets and to hold capital in excess of regulatory requirements. At 31 March 2020, the bank had £6.0 billion of cash and near cash to support its activities and a total capital ratio of 16.5%. 

4,600 years

Collective experience in our investment management team

26

"Best provider" awards from 7 industry bodies for Structured Products

16

Offices around the UK, including Scotland and N Ireland

104,000

Number of clients advised by 11,000 IFAs to invest in our Structured Products

Past performance is not a guide to future performance. Figures correct as at 24/06/2020.

Best-in class research and insights

Red and white stripy lighthouse in front of chalk cliffs
At Investec we believe a structured, robust and disciplined investment process is central to consistently delivering returns in line with your client’s objectives. 
 
At the heart of our process is our extensive research capacity giving you access to the best ideas from all the firm’s resources. Our twenty strong research team has an average of 19 years industry experience across strategy, bonds, equities and collective funds.
 
Starting from global strategy and filtering down through asset allocation and sector positioning to specific recommendations in bonds, equities and collective fund, our research is channelled into a group of committees through which our investment policy is formed. 

Get to know the process and the people at the heart of your clients' wealth

Process

Borderless

Balance

Variety

Objectivity

Wisdom

Possibility

Process

Borderless

Balance

Variety

Objectivity

Wisdom

Possibility

Your hard-earned reputation will be in safe hands

When you partner with Investec you’ll be working with one of the UK’s most reputable banks and wealth management companies. The five-star quality of our services has consistently been recognised by Defaqto, advisers voted us preferred DFM provider for bespoke services in 2019* and we are the UK’s leading provider of Structured Products, having been voted Best Structured Products Provider for no less than 11 years in a row.

 

*Defaqto’s DFM Satisfaction Survey 2019 

Defaqto Gold award Investec

Gold rating for our Discretionary Fund Management service

Best Distributor, UK and Ireland (5 years in a row)

Best Distributor, UK and Ireland (5 years in a row)

Best Structured Products Provider 2010-2019

Best Structured Products Provider 2010-2020 (11 years in a row)

Best Structured Products Service 2020

Best Structured Products Service 2020

DFM Bespoke 5 stars

Five-star rating for our Bespoke Discretionary Fund Management service

DFM MPS on Platform 5 stars

Five-star rating for our MPS on Platforms service

Asset Risk Consultants (ARC) 3D Award for our commitment to transparency, engagement and integrity.

Asset Risk Consultants (ARC) 3D Award for our commitment to transparency, engagement and integrity.