Sound investment management is critical for your clients’ long-term wellbeing in challenging, unpredictable situations.
Ensure your clients’ long-term care
For clients receiving damages as a result of personal injury or clinical negligence, or those under the control of the Court of Protection, the future can be uncertain. It’s critical their money is invested well. We design investment portfolios to meet their specific needs, now and in the future.
Protecting your clients’ awarded damagesOur portfolios are tailored to protect capital value and give low-risk, steadily growing income. We focus carefully on cashflow planning and maintaining appropriate liquidity, whether in cash or bonds. Each investment strategy is constantly reviewed to remain suitable for your clients’ needs.
Find out more
If you'd like to find out more about our Court of Protection and Personal Injury service, call me or complete our contact form.
Our specialists are highly experienced in recognising an individual’s unique requirements. We build a full picture of the client's specific circumstances, needs and objectives, so that we can deliver the highest level of personal service to provide a lifetime of care.
We have a proven track record of working with the Court of Protection. We were appointed panel fund manager to the Court in 2003 and held that position until the panel fund managers were discontinued under the Mental Capacity Act.
How we communicate
- An up-to-date valuation every six months
- Information on any portfolio changes
- The rationale behind our decisions
- Regular performance measurements
- happily meet with beneficiaries and their families if desired.
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.