Awards

Your hard-earned reputation is in safe hands

 

For financial advisers only

 

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're 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

Additional information for your due diligence

Access a range of reports to help you fulfil your due diligence obligations, or create your own using our DD|hub tool. 

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