Investec Services for IFAs
 

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 work

    As 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 clients

    Work 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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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.

Investment services for you and your clients

Discretionary Portfolio Management

We will create a bespoke portfolio that reflects the mandate you have determined for your client. Typically for portfolios greater than £150,000.

Master Portfolio Service

Drawing on your detailed understanding of your clients’ investment objectives, you can choose from six pre-defined model portfolios. A discretionary collective-based service for investments from £50,000.    

AIM Portfolio IHT Plan

Designed to protect your clients’ assets from inheritance tax after only two years, this plan can also be set up inside an ISA. This discretionary service is suitable for investments over £100,000.

Platform Investment Service

To help you give your clients outstanding service, we have created a platform investment service to complement other services your clients may be using.        

Structured Product Service

A service created specifically for your clients who want a defined return over a defined period.

Fees and charges

Our commitment to you is based on trust and integrity, and a clear and transparent explanation of our benefits, fees and charges is an important beginning to our relationship.

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