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.

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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.
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MPS on Platforms

Offering amongst the lowest AMC for an actively managed MPS in the UK, our service has a 5 year track record and is underpinned by our best-in-class research.
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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.
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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.

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 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

5 star rating award for DFM Bespoke from defaqto

Defaqto

Five-star rating for our Bespoke Discretionary Fund Management service

2013 – 2023

5 star rating award for DFM MPS on Platform from defaqto

Defaqto

Five-star rating for our MPS on Platforms service

2020 - 2023

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 for Best Discretionary Fund Manager

Moneyfacts Awards

Best Discretionary Fund Manager

2021 and 2022

Gold rating award for DFM Service from defaqto

Defaqto

Gold rating for our Discretionary Fund Management service

2023

Best Wealth Management Service award from Citywire Adviser Choice Awards

Citywire Adviser Choice Awards

Best Wealth Management Service – London

2023

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.

Discover how our services could benefit you and your clients

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Bespoke DFM

A highly flexible bespoke discretionary fund management service that is typically for portfolios greater than £150,000. It can be applied to a number of structures (included joint or sole accounts, ISAs and trust assets).
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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.
Man standing next to a diving board over the sea

MPS on Platforms

Offering amongst the lowest AMC for an actively managed MPS in the UK, our service has a 5 year track record and is underpinned by our best-in-class research.
Front door and windows of a detatched Edwardian house

AIM Portfolio IHT Plan

Protect your clients' assets from IHT by investing in firms that qualify for business property relief. The plan can reduce IHT liability after only two years. This service is for investments over £100,000.
Important information

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested. 

 

Our UK regulators

Investec Bank plc (Reg. no. 489604) is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered at 30 Gresham Street, London EC2V 7QP.

Investec Wealth & Investment Limited (Reg. no. 2122340) is authorised and regulated by the Financial Conduct Authority. Registered at 30 Gresham Street, London EC2V 7QN.