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.
*As at 24/06/2020. Past performance is not an indicator of future performance and returns are in no way guaranteed.
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.
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%.
Past performance is not a guide to future performance. Figures correct as at 24/06/2020.
Best-in class research and insights
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.
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 — the UK’s advisers have voted us one of their preferred DFM providers since 2013, and we were shortlisted as a top performer in 12 out of their 14 categories in 2023*. We are also delighted to have been awarded Best Discretionary Fund Manager at the 2021 and 2022 Investment Life & Pensions Moneyfacts awards.
*Defaqto’s DFM Satisfaction Survey 2023
Five-star rating for our Bespoke Discretionary Fund Management service
2013 – 2023
Five-star rating for our MPS on Platforms service
2020 - 2023
Asset Risk Consultants (ARC)
The ARC 3D Award for our commitment to transparency, engagement and integrity
Best Discretionary Fund Manager
2021 and 2022
Gold rating for our Discretionary Fund Management service
Citywire Adviser Choice Awards
Best Wealth Management Service – London