Products and services for advisers

Products and services as individual as your clients

Whatever your clients’ goals and ambitions for their money, our flexible range of investment solutions helps enhance your reputation, reduce your admin burden and free up more time to focus on financial planning or winning more business.

Bespoke DFM

Our award-winning bespoke discretionary managed investment service is highly flexible, will be built around your clients’ individual preferences, and can be applied to almost any investment structure.

Structured Products

Voted the UK’s number one provider for 11 consecutive years, our structured deposits and investments offer your clients a middle-ground between equity funds and cash savings accounts.

AIM Portfolio IHT Plan

Our AIM Portfolio IHT Plan can reduce your client’s Inheritance Tax (IHT) liability on assets passed on to the next generation and aims to deliver outstanding long-term investment performance.

MPS on Platforms

Offering the lowest fees for an actively managed MPS in the UK, our service has a consistent track record and is now available on more third party platforms than ever before.

Targeted Drawdown Strategy

A specialist mandate within our Discretionary Fund Management service, our Targeted Drawdown Strategy offers a more predictable, less volatile way to take an income in retirement.

VT Protean Capital ELDeR Fund

Designed to generate income with the potential for capital growth over the long term, this Fund has been developed for investors who want to benefit from the defined returns of structured products.

How we help you achieve more

Making life easier

At Investec we make it easy for you to invest in our full range of products and services, set up your clients and manage their portfolios. In fact, everything we do is designed to help you achieve more for your business by giving you more time to spend on financial planning, winning new clients or developing opportunities with your existing clients.
Putting you in control

Using our dedicated digital platforms for advisers you can submit, sign and track your clients’ applications online, administer your clients’ existing and maturing products, and access up-to-date Investec portfolio valuation and performance information* for all of your clients at your fingertips.
Adding value

Whether it is access to regular CPD training sessions and events run by our in-house team of research experts, or keeping you informed on the latest news, opinion and analysis of markets, at Investec our aim is to bring you resources that help you stay ahead of your competitors.

*Prices are subject to a minimum 15-minute delay or based on the last available closing price, depending on the financial instrument.

Ideas and original thinking from Investec experts

Why choose Investec?

When you partner with Investec, helping you and your clients in any way we can is our first priority. This is why our focus as a business has always been on creating products 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. As a result we are consistently recognised by advisers as one of the easiest and most supportive firms to work with.

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.

Investec has a reputation for excellent service, quality of staff and performance.

Adviser, West Midlands

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 10 years in a row.

*Defaqto’s DFM Satisfaction Survey 2019