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Welcome to Investec Wealth & Investment (UK)

We work closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of professional advisers to help deliver optimal returns on their investments and bring financial peace of mind.

  • Individuals

    Know where life can take you by discovering more about our wealth management services, including financial planning and investment management.

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  • Financial Advisers

    With our reputation for outstanding service, discover how we can help you and your clients’ achieve more from our bespoke investment services.

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  • Charities

    Discover how we can help support your charitable aims and those of your beneficiaries with our bespoke investment services.

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  • Financial Mutuals

    Discover how we can help achieve optimal returns on your society's capital.

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How we can help
Financial planning and investment management solutions to help you, your clients or your organisation unlock opportunities and fulfil ambitions.
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Individuals
Solutions for individuals
We're here to help you navigate life's journey, achieve financial freedom faster, and bring you the peace of mind of knowing where your money can take you.
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Financial Advisers
Solutions for Financial Advisers
Our flexible range of investment solutions helps your firm build competitive advantage and your clients protect, grow and tax-efficiently pass on their wealth.
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Charities
Solutions for Charities
We strive to help you, help others by ensuring we over-invest in understanding your charity and delivering beyond consistent investment returns.
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Financial Mutuals
Solutions for Financial Mutuals
We offer a bespoke, transparent and flexible investment service that aims to achieve optimal returns on your society's capital.
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Individuals
Financial Planning
Align your life goals with your personal finances to help you achieve whatever you want out of life.
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Individuals
Investment Management
Whether you’re looking to grow your wealth or take a regular income, we can create a plan tailored to your specific goals.
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Financial Advisers
Bespoke DFM
Our award-winning bespoke discretionary managed investment service is highly flexible, and built around your clients’ individual preferences.
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Financial Advisers
MPS on Platforms
Offering amongst the lowest AMC for an actively managed MPS in the UK, our service has a 5 year track record and is underpinned by our best-in-class research.
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Financial Advisers
AIM Portfolio IHT Plan
If you have clients who are concerned about Inheritance Tax, our AIM Portfolio IHT Plan could help reduce their liability on assets passed to the next generation.
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Financial Advisers
Structured Product Service
Structured product portfolios that are actively managed by a team of specialists who choose pre-determined portfolio mandates that best suit your client's personal circumstances.
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Financial Advisers
Multi-asset Funds
The easy, cost-efficient way to invest your clients' money in a choice of four diversified and actively managed multi-asset funds.
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Charities
Investment Management for Charities
We’re passionate about helping charities make a bigger impact. Our goal is to deliver strong investment performance that enables you to deliver your mission.
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Charities
Responsible Investing
We understand that our charity clients have entrusted us to invest responsibly on their behalf. We do this through ESG integration and corporate engagement.
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Part of Rathbones

We’re now part of Rathbones. Find out more about how we’re integrating our businesses and how you can become a client here. 

Client help hub

A dedicated area for clients, with answers and information on a range of topics. 

UK Stewardship Code signatory

The UK Stewardship Code logo

We were successful in our application to remain signatories to the Financial Reporting Council’s revised UK Stewardship Code, which sets high standards of stewardship for those investing money on behalf of UK savers and pensioners. 

We‘re proud of the Stewardship and Environment, Social and Governance (ESG) related work we’ve done in this reporting period, and look forward to building on this further in future years.

Information for clients
Important information

Past performance of an investment is no guide to its performance in the future. Investments, or income from them, can go down as well as up. You may not necessarily get back the amount you invested. This site does not offer advice and the content and information about potential investments and services are designed for general use, and so cannot be considered personal to your circumstances or your financial position.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.