Who we help

We work with individual clients to plan and invest their wealth, and charities, trusts and clients of professional advisers to help deliver optimal returns on their investments. 

Our offices

Our teams offer local support from 15 offices across the UK. 

Our values

Learn how we seek to achieve positive societal impact from sustainable growth. 


If you're looking for your next role, discover what it's like to work with us at Investec Wealth & Investment (UK) and browse the latest opportunities. 

Responsible investing

Our philosophy and approach to Environmental, Social and Governance led investing. 


Whether through our investment philosophy and process, how we support initiatives led by our people, and how we care for our communities and environment, we strive for sustainability in the way we do business. 

Press releases

Find our latest press releases and discover the broad range of topics that our spokespeople can cover, from investment management to financial planning.

Part of Rathbones Group Plc

On 21 September 2023, Investec Wealth & Investment (UK) became part of Rathbones Group Plc. Read more about what this combination means. 

Our Story

A wealth of history to help shape your future

Since 1827, Investec Wealth & Investment (UK) has been trusted to help grow and preserve our clients' money. In 2023, we became part of Rathbones Group Plc. Together, we are the UK's leading discretionary wealth manager.

Our story begins in Liverpool, 1827

Investec Wealth & Investment (UK) has emerged from some of the oldest and illustrious names on the stock exchange including Rensburg Sheppards and Williams de Broë. Having observed several financial crises, our global investment outlook and approach to risk positioning has stood the test of time. That’s why nearly 200 years later, you can be reassured that we are here for your present and you, your families and your clients future.

Our expertise is the result of nearly 200 years of experience

With our Investment Manager average tenure of 13 years, and a collective experience of over 4,600 years, you or your clients can benefit from the experience of some of our top experts. 

Based on your goals and financial objectives, we’ll match you with a like-minded specialist from Financial Planning or Investment Management, or one of our Business Development Directors, who has the right experience to support you. 

Proudly part of Rathbones Group Plc

With roots dating back to 1742, Rathbones has been a provider of financial services since 1912, when the business was restructured to focus solely on wealth management. Investec Wealth & Investment (UK) became part of Rathbones Group Plc in September 2023, to form the UK's leading discretionary wealth manager. 

Approaching its 300th anniversary, Rathbones continues to grow and move forward with confidence, while ensuring that we continue to place clients’ interests at the centre of everything we do.

Let's talk

Get in touch to see how we could help you achieve your life and business goals.

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.