Investment Management

A partner you can trust

Secure your future and achieve your financial ambitions with our range of investment management services.

  • A service for you
    Our lives are built on trust and relationships. Why should that differ when you are looking for someone to help you manage your money? Our investment managers take the time to get to know you and understand what you want to achieve from your portfolio.
  • Access to expertise
    You will benefit from our extensive research and intelligence facilities as we analyse your potential returns and associated risks. With experts in each of our 15 offices across the UK, you are never far from a dedicated investment manager who will talk you through your personal recommendations.

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Our Investment Management services

Bespoke Portfolio Management

Preserve your capital, generate income and grow your investments in a portfolio created to match your individual goals and risk profile. If you have £150,000 to invest, we can help you design your personal investment strategy.

International & Offshore Investment Management

If you’re looking for help to manage your international investments and are not domiciled in the UK, you can benefit from a wide range of bespoke international wealth management services throughout our network of international offices.

Master Portfolio Service

Take the stress out of investing by choosing one of our six pre-defined portfolios, each matched to a specific risk profile and clear set of aims. Whatever your objectives for investing, you’ll find a model portfolio that fits your needs.

Court of Protection and Personal Injury

If you or your loved ones have been awarded compensation from a neglience or personal injury claim, it is important to invest your money wisely. Our experienced, specialist team can help you plan for a lifetime of care.

AIM Portfolio IHT Plan

The impact of inheritance tax on your beneficiaries can be a concern. If you have a minimum of £100,000 to protect, we can help you reduce your exposure after only two years by investing in companies trading on the Alternative Investment Market. Our specialists will guide you through the process.

Competitve savings products for our times

We also offer a wide range of savings accounts to help you achieve your short, medium and long-term financial goals.

Find out how we can help you generate income and grow your investments.

Tom Street, Managing Director, Investec Wealth & Investment

A partnership built on trust

You will benefit from our expertise and experience.
  • You get a personal service with a dedicated investment manager
  • We take a rigorous approach to risk assessment
  • You will have direct online access to your portfolio
  • All charges are transparent. You will be kept up to date every step of the way
  • We are one of the UK’s leading investment management companies with a history that goes back to 1827
  • We listen to your ethical concerns and choose companies that make a beneficial contribution to society.

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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Useful downloads

Corporate Brochure
Management Services for Clients - Why Investec Wealth & Investment