Investment services
for private clients

 

Impartial expert advice and support to meet your investment goals.

 

Wealth Management

Our wealth management services draw on a range of expertise to give you a highly personal, professional service. We offer a blend of financial planning and investment management support to meet your individual needs, no matter how complex your requirements.

Investment Management

Work with us to achieve your goals, whether you are an experienced or first-time investor. Our range of services includes tailor-made investment strategies, pre-defined investment portfolios, and an investment plan to minimise your exposure to inheritance tax.

Financial Planning

Let us help you to get the most out of your assets and income now, and receive advice on retirement planning, estate planning and inheritance tax planning. This way you can make sure you can afford to retire when you want to, and preserve your wealth for future generations.

Asset Management

To help you achieve the returns you’re aiming for, we provide an extensive range of investment funds, covering major asset classes, sectors and geographies. We work with clients to design individual investment strategies including equities, fixed income, multi-asset and alternative investments.

Structured Products

To complement traditional investments, we offer you plans with a range of structured return profiles based on pre-defined risk categories. By choosing a Structured Deposit or Structured Investment, you can protect your initial investment, generate income, and create returns that increase faster than share prices.

Other products and services for private investors

Investec Private Office

Let us help guide you through all aspects of your investment management. Our Private Office service offers an exclusive, flexible and highly personal service to high-net-worth individuals.

Investment Management for Charities

As our client, working on behalf of a charity, you’ll get an expert and bespoke third sector investment management service, supported by our free and comprehensive training programme.