Investment Services for Advisers
Because reputation matters.
As an Adviser, your reputation is everything.
At Investec Wealth & Investment we'll do everything we can to protect, enhance and build your reputation.
With over 25 years' experience working with Advisers across the UK, we've earned a reputation for providing Out of the Ordinary levels of service.
By taking away the day-to-day management of your client's investments, you can concentrate on the one thing that built your reputation in the first place; offering the best advice to your clients.
Find out more
Head of Intermediary Services
To discover more about our Investment Management services and how we might be able to help you, please call our team or complete our contact form.
Offering your clients one solution. An individual one.
Access a range of innovative and market-leading services.
Discretionary Fund Management Service
Master Portfolio Service
AIM Portfolio IHT Plan
Structured Product Service
Platform Investment Service
"IW&I have an approach that clients like. They're very slick at what they do"
Adviser, South West
Anywhere you or your clients would like to meet, we can be there
To ensure your clients fully understand their portfolios, reports and valuations, where appropriate, we can arrange to visit them with you, in their home or workplace.
All the facts and figures at your fingertips
You'll also be able to view your Agency statements, which reflect your Adviser Agreed Remuneration taken.
Your hard-earned reputation will be in safe hands
Asset Risk Consultants (ARC) have also awarded us with their 3D Award for our commitment to transparency, engagement and integrity.
Defaqto - Gold rating for our Discretionary Fund Management service
Asset Risk Consultants (ARC) 3D Award for our commitment to transparency, engagement and integrity
Defaqto - Five-star rating for our Bespoke Discretionary Fund Management service
Defaqto - Five-star rating for our DFM MPS service
Defaqto - Five-star rating for our DFM MPS on Platform service