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Welcome to our refreshed website
We've made a few changes to our website, rebuilding it specifically with advisers and paraplanners in mind. We hope you find the experience easy to navigate, giving you a clearer understanding of how our range of products and services can help you achieve more for your clients.
Please note that these pages are appropriate only for financial advisers and are not suitable for individual investors.
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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.
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.
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.
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, 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
Gold rating for our Discretionary Fund Management service
Best Distributor, UK and Ireland (5 years in a row)
Best Structured Products Provider 2010-2020 (11 years in a row)
Best Structured Products Service 2020
Five-star rating for our Bespoke Discretionary Fund Management service
Five-star rating for our MPS on Platforms service
Asset Risk Consultants (ARC) 3D Award for our commitment to transparency, engagement and integrity.