This section of our website is for Financial Advisers

This page and the others in this section are only appropriate for Financial Advisers or IFAs and are not suitable for individual investors. If you are an individual, or private investor, please visit our Private Client Wealth Management section.

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For Financial Advisers only

Achieve more for your clients and your business

We offer a range of intuitive, market-leading products and services designed to help your firm build a competitive advantage and your clients protect, grow and tax-efficiently pass on their wealth. From off-the-shelf products through to award-winning bespoke investment portfolios, we have solutions for every client need.

Aerial view of rocks reaching out to sea with a lighthouse on the end

Why choose us?

When you partner with Investec Wealth & Investment (UK), helping you and your clients in any way we can is our first priority. That's why our focus as a business has always been on creating products and services designed around your needs and those of your clients, not ours.

During our 25 years’ experience working with advisers, we’ve built thousands of trusted relationships, earned a reputation for outstanding service, and brought to market innovative and market-leading solutions.

As a result, we are consistently recognised by advisers as one of the easiest and most supportive firms to work with.

Moneyfacts award 2021-2023 for Best Discretionary Fund Manager

Best Discretionary Fund Manager

We are delighted to have been awarded Best Discretionary Fund Manager at the 2021, 2022 and 2023 Investment Life & Pensions Moneyfacts awards. Discover our other awards

 

How we help you achieve more

Making life easier

We make it easy for you to invest in our full range of products and services, set up your clients and manage their portfolios. In fact, everything we do is designed to help you achieve more for your business by giving you more time to spend on financial planning, winning new clients or developing opportunities with your existing clients. 

Putting you in control

Using our dedicated digital platforms for advisers you can submit, sign and track your clients’ applications online, administer your clients’ existing and maturing products, and access up-to-date Investec Wealth & Investment (UK) portfolio valuation and performance information* for all of your clients at your fingertips. 

Adding value

Whether it is access to regular CPD training sessions and events run by our in-house team of research experts, or keeping you informed on the latest news, opinion and analysis of markets, our aim is to bring you resources that help you stay ahead of your competitors.   

 

*Prices are subject to a minimum 15-minute delay or based on the last available closing price, depending on the financial instrument.

Ready to partner with us?

Simply complete this form and our team will get in touch.

Ready to partner with us?

Simply complete this form and our team will get in touch.

We'd like to keep you up-to-date with relevant news, events and information from our team. For further details on how we use personal data, please take a look at our Data Protection Notice

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Due diligence

Download our standard DDQ, or create a bespoke report to meet your requirements.

Research and insights

Access a range of dedicated resources, sector insights, thought-provoking content, and educational tools.

24/7 access

Our digital platform, Investec Online, offers you full control of your clients investments and settings.

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.