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If your client is looking for the security of a set return over a defined period, you should consider our structured product service. We offer a choice of two portfolio options, which invest in structured products. They both provide an alternative risk/reward profile with the potential for positive returns in rising, flat or falling markets.
Actively managed by our highly experienced team of dedicated specialists, this structured product service is available for investments from £250,000.
How your clients can benefit
A true “alternative” investment
Our portfolio managers use derivatives efficiently to create a well-balanced risk/return profile for the portfolios. The overall trading strategy is transparent and returns are defined.
Active, not passive
We adopt an active rather than passive approach to structured product portfolio management as, contrary to popular perception, structured products are not simply ‘buy and hold’ investments. The management and trading of structured products can help to maximise returns and minimise risk.
The portfolios will be managed with a strong emphasis on capital preservation, and minimising drawdown risk and downside volatility.
How you can benefit
Access to Institutional Structured Products
You gain access to the ‘Institutional’ rather than the ‘Retail’ Structured Products market, which offers access to Structured Products from a wide range of banks, with liquid secondary markets.
Everything we do is designed to help you free up time to focus on your clients. We'll take away the need for you to manage your clients’ investments on a day-to-day basis, and help reduce the amount of time you would otherwise spend on administration.
Our Nominee Service ensures prompt settlement of transactions and also saves you or your client the unnecessary administrative burden involved in owning structured products directly.
Investec has a reputation for excellent service, quality of staff and performance
Your hard-earned reputation is in safe hands
When you partner with Investec you’ll be working with one of the UK’s most reputable investment management companies.
Best Discretionary Fund Manager
2021 and 2022
Five-star rating for our Bespoke Discretionary Fund Management service
2013 – 2023
Gold rating for our Discretionary Fund Management service
Asset Risk Consultants (ARC)
3D Award for our commitment to transparency, engagement and integrity
Citywire Adviser Choice Awards
Best Wealth Management Service – London
Ready to partner with us?
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Contact us today to find out how our Structured Products Service could benefit your clients.