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The latest news from Investec Wealth & Investment (UK), now part of Rathbones Group Plc. Discover our latest announcements below.

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Recent news from Investec Wealth & Investment (UK)

Divorcees admit to hiding wealth and assets from their partner

25% of those who went through divorce in the past 10 years kept some of their assets hidden from their ex-partner. 

Working with a financial adviser can help you retire earlier

Nearly half of advisers' clients believe they will retire earlier than if they didn’t have help.

One in ten adults are ‘magpie investors’

The number of people investing in luxury items to deliver an attractive return is on the rise, as is the amount they spend. 

Keeping family businesses in the family

37% of family businesses with exit plans intend to pass the business on to the next generation, but 33% of large family businesses are considering selling to outsiders. 

One in three clients of financial advisers sign up in past two years

More people are turning to financial advisers and wealth managers for support and nearly nine out of 10 rate the service they receive as excellent or good

Scrapping the lifetime allowance is boosting pension saving

Over 50% of higher rate taxpayers have restarted, increased or plan to increase pension payments, but nearly 25% have delayed or will probably delay retirement plans. 

Divorcees admit to hiding wealth and assets from their partner

25% of those who went through divorce in the past 10 years kept some of their assets hidden from their ex-partner. 

Working with a financial adviser can help you retire earlier

Nearly half of advisers' clients believe they will retire earlier than if they didn’t have help.

One in ten adults are ‘magpie investors’

The number of people investing in luxury items to deliver an attractive return is on the rise, as is the amount they spend. 

Keeping family businesses in the family

37% of family businesses with exit plans intend to pass the business on to the next generation, but 33% of large family businesses are considering selling to outsiders. 

One in three clients of financial advisers sign up in past two years

More people are turning to financial advisers and wealth managers for support and nearly nine out of 10 rate the service they receive as excellent or good

Scrapping the lifetime allowance is boosting pension saving

Over 50% of higher rate taxpayers have restarted, increased or plan to increase pension payments, but nearly 25% have delayed or will probably delay retirement plans. 

Pre-nup season turns the spotlight on financial planning for couples

There's rising demand for pre-nuptial agreements, with one in five couples signing them before weddings. 

Cost and children are main reasons people don't divorce

More than one in 10 married people have considered divorce but decided not to go ahead with financial concerns. 

Fear of running out (of money in retirement)

Our research finds 48% of people in the UK are concerned their savings will not last them through retirement. 

People turn to advisers because of HMRC helpline delays

HMRC helpline delays are driving more clients to seek help from financial advisers with their tax planning. 

Technology increases the pressure on clients and advisers

Four out of five advisers say clients are more demanding because they want to make more use of technology and to have greater insight into their investments. 

Growth in bespoke discretionary management from third parties

94% of financial advisers expect their use of third party discretionary managed investment services to increase over the next three years. 

Pre-nup season turns the spotlight on financial planning for couples

There's rising demand for pre-nuptial agreements, with one in five couples signing them before weddings. 

Cost and children are main reasons people don't divorce

More than one in 10 married people have considered divorce but decided not to go ahead with financial concerns. 

Fear of running out (of money in retirement)

Our research finds 48% of people in the UK are concerned their savings will not last them through retirement. 

People turn to advisers because of HMRC helpline delays

HMRC helpline delays are driving more clients to seek help from financial advisers with their tax planning. 

Technology increases the pressure on clients and advisers

Four out of five advisers say clients are more demanding because they want to make more use of technology and to have greater insight into their investments. 

Growth in bespoke discretionary management from third parties

94% of financial advisers expect their use of third party discretionary managed investment services to increase over the next three years. 

Media contact

Phil Anderson

Phil Anderson

Public Relations

Contact Phil and the team at our PR agency Perception A for Investec Wealth & Investment media enquiries, including access to our spokespeople across the business.

About Investec Wealth & Investment (UK)

As one of the UK’s leading wealth management firms, we are trusted with managing £42.7 billion (as at 31 March 2024) of our clients’ money. Our wealth teams work hard at providing excellent levels of service to our clients and with an investment heritage dating back to 1827, we’re built for the long term.

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.