This section of our website is for Financial Advisers

Welcome to the Adviser section of Investec.com. This page and the others in this section are only appropriate for Financial Advisers and are not suitable for individual investors. If you are an individual, or private investor, please visit our Private Client Wealth Management section.

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Achieve more for your clients and your business

At Investec you’ll find a range of intuitive, market-leading products and services designed to 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 for every client need.

Aerial view of rocks reaching out to sea with a lighthouse on the end
Aerial view of rocks reaching out to sea with a lighthouse on the end

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.

Best Discretionary Fund Manager

Investment Life & Pensions Moneyfacts awards

Best Discretionary Fund Manager

We are delighted to have been awarded Best Discretionary Fund Manager at both the 2021 and 2022 Investment Life & Pensions Moneyfacts awards.

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.

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.

Woman looking at an iPad screen
Adviser, West Midlands

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

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 voted us preferred DFM provider for bespoke services in 2020* and we are delighted to have been awarded Best Discretionary Fund Manager at the 2021 Investment Life & Pensions Moneyfacts awards.
 

*Defaqto’s DFM Satisfaction Survey 2020­

DFM Bespoke 5 stars

Defaqto

Five-star rating for our Bespoke Discretionary Fund Management service

2013 – 2022

DFM MPS on Platform 5 stars

Defaqto

Five-star rating for our MPS on Platforms service

2020 - 2022

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

2022

Moneyfacts Awards logo 2022

Moneyfacts Awards

Best Discretionary Fund Manager

2021 and 2022

Defaqto Gold award Investec

Defaqto

Gold rating for our Discretionary Fund Management service

2022

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.