Investment services for financial advisers
Supporting your clients’ objectives
Partner with us to give clients a wide range of investment opportunities and extraordinary levels of personal service.
Let us do the hard workAs a trusted financial adviser, it's important to deliver your clients a highly tailored service of exceptional quality. Partner with us and you can keep this simple, while still providing your clients with a co-ordinated professional service.
Identify opportunities for your clientsWork closely with us to identify the most suitable investment opportunities for your clients. Our services include bespoke and pre-defined portfolios, as well as specialist services incorporating structured products and inheritance tax planning.
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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.
Investment services for you and your clients
Fees and charges
Investec Wealth & Investment are recognised industry leaders
Defaqto 2018 – Five-star ratings awarded to both our bespoke and managed portfolio services.
Gold service rating given to our Discretionary Fund Management services.
Asset Risk Consultants (ARC) 3D Award given for our commitment to transparency, engagement and integrity.