In 2023, Investec Wealth & Investment (UK) became part of Rathbones Group Plc. We’re combining our business with Rathbones Investment Management Limited (Rathbones) and together we're one of the UK's leading wealth management providers for individuals and families, charities, financial advisers, and other professional partners.
Our businesses have a lot in common. From how we operate to our client-centric values, we're a great match. And together we're an even stronger team, with more of the expertise, experience and technology that will ensure you benefit from the very best thinking, advice, and support.
As we enter the next chapter of our integration, we're pleased to refer new clients to enquire with Rathbones. If you're ready to plan and manage your wealth or find a partner to help you deliver optimal returns on your client or organisation's investments, take the next step below.
How will clients benefit?
The transaction provided stability and continuity for the years to come and enables both firms to keep offering the direct, personal service that we believe is becoming harder to find in the market. Becoming an entity with £100bn in funds under management will also lend weight to our stewardship and responsible investment activities.
Access to cutting-edge research is essential to investment managers and financial planners in deciding how to manage our clients’ money and plan for the future. By building and developing our central investment research function, we'll be able to deliver broader and deeper investment insights to these teams.
We will have the capacity to continue investing in better technology for our client-facing and enablement teams, supporting them in their work to achieve great outcomes for clients. We will also be able to invest further in our digital client engagement tools (such as the client app MyRathbones) to support personal service.
Clients will have more choice, ensuring their needs are met at every stage of their wealth journey. Over time, we will be able to offer an even greater range of services.
A larger office footprint means the ability to meet face-to-face with clients in more places across all regions in the UK.
Investec Group is a supportive, long-term shareholder, owning 41.25% of the economic interest in the combined Rathbones Group Plc. This reflects Investec Group’s long-term commitment to the UK wealth management sector and establishes a long-term, strategic partnership between the two businesses, which we're confident will benefit our clients and colleagues alike.
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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.