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.

By proceeding via the button below, you confirm that you have read and agreed to the terms and conditions and you are not a US person.

Whatever your clients’ goals and ambitions for their money, our flexible range of investment solutions helps enhance your reputation, reduce your admin burden and free up more time to focus on financial planning or winning more business.

Our range of intuitive, market-leading products and services is 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 to award-winning bespoke investment portfolios, we have solutions for every client's need. 



Your hard-earned reputation will be in safe hands

When you partner with us you’ll be working with one of the UK’s most reputable discretionary fund management companies. The five-star quality of our services has consistently been recognised by Defaqto — the UK’s advisers have voted us one of their preferred DFM providers since 2013, and we were shortlisted as a top performer in 12 out of their 14 categories in 2023*. We are also delighted to have been awarded Best Discretionary Fund Manager every year from 2021 to 2023 at the Investment Life & Pension Moneyfacts awards.

Get in touch

You can send us a message, or request a call from your local business development director. Whatever support you need, we’re here to help.

Are you running or thinking about running a CIP?

Concerned how it will stand up to the regulator and consumer duty? Read our comprehensive guide on what you need to be doing.

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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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.