Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
Trustee training
In partnership with the National Council for Voluntary Organisations, we offer our clients the opportunity for high quality trustee training. This helps trustees to be effective governors with a thorough understanding of the financial, corporate, and management aspects of their role.
Helping you, help others
We’re committed to delivering positive outcomes for charities in ways that go beyond investments. We offer a range of valuable market insights, thought-provoking content, and educational tools.
In person training
We work with NCVO to provide in-person training for our charity clients. The training is delivered by an expert consultant and focusses on finance and investments. We hold the training courses throughout the year at our offices.
Online training
For our clients, we can also offer an online training course that will equip you with the basics of being a trustee. It offers an overview and understanding of the roles and main duties of trustees and can fit around your schedule and priorities.
If you're a client and interested in this training, please speak with your Investec Wealth & Investment (UK) contact.
Not a client?
Find out more about how you can enrol on the online course delivered by our partner at the NCVO via their website.
About the NCVO
The National Council for Voluntary Organisations lead and champion the remarkable role of charities and volunteers, working in partnership to make a bigger difference in society for every community. They lead best practices for the sector and its stakeholders and play a key role in shaping and providing a wide range of tools and resources through their highly respected training and consultancy services team.
Wealth management for trustees
Whether you have existing investments or you’re new to investing, our wealth management services can give you the full picture of where you stand now and what you could achieve in the future.
Responsible investing
We take the time to capture your ESG requirements and impact aspirations and tailor your portfolio to your exact needs.
Bespoke portfolio management
Discover how we help charities achieve their goals through good long-term investment performance.
Meet the team
With a diverse team of charity specialists located in 14 offices across the UK, where always close by, wherever you are.
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.