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

Mark Stevens

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.

Whatever your client's investment goals, our investment portfolios offer a dynamic and personalised service, and can be adapted quickly if their needs or circumstances change. 

Discretionary Fund Management Service

Our bespoke discretionary fund management service is highly flexible. It is typically for portfolios greater than £150,000, and can be applied to a number of structures (included joint or sole accounts, ISAs and trust assets).

Master Portfolio Service

Based on your detailed understanding of your client's investment objectives and attitudes to risk, you can offer them a choice of six pre-defined Master Portfolios. This service is available for investments from £50,000.

AIM Portfolio IHT Plan

Designed to protect your client's assets from Inheritance Tax by investing in companies that qualify for business property relief. The plan can reduce IHT liability after only two years. This service is available for investments over £100,000.

Structured Product Service

If your client is looking for a defined return over a defined period, we have a choice of two portfolio options investing in structured products. This service is available for investments over £250,000. 

Platform Investment Service

Access six defined investment strategies via the Standard Life platform. Managed on a discretionary basis, the portfolios free up the managing of investments to allow you to focus on your clients.
Adviser quote
"IW&I have an approach that clients like. They're very slick at what they do"

Adviser, South West

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Anywhere you or your clients would like to meet, we can be there

With 15 offices across England, Scotland and Northern Ireland, we have a truly nationwide presence that allows us to provide exceptional levels of service to you and your clients, locally.

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

Accessible via our dedicated website or the Investec Adviser app, you'll have access to the portfolios of all of your clients in one place, giving you up-to-date performance information* in the palm of your hand, ready to take to the next client meeting.
 
You'll also be able to view your Agency statements, which reflect your Adviser Agreed Remuneration taken.
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Your hard earned reputation will be in safe hands

The quality of our services has been recognised by Defaqto, who awarded us five stars for both our Bespoke DFM and Master Portfolio services, whilst also giving a Gold DFM service rating.

Asset Risk Consultants (ARC) have also awarded us with their 3D Award for our commitment to transparency, engagement and integrity.
*Prices are subject to a 15-minute delay or based on the last available closing price, depending on the financial instrument.