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.

Our award-winning bespoke discretionary managed investment service is highly flexible and built around your clients’ individual preferences and specific investment goals. It can also be applied to almost any investment structure, including joint or sole accounts, ISAs and trust assets.

Once you’ve agreed the most suitable mandate with your client, their portfolio will be actively managed on a discretionary basis. This enables you to leave the day-to-day decision making to us, and allows us to respond quickly to market changes or capitalise on opportunities we believe are in your client’s best interests.

Furthermore, a bespoke approach means we can work with you to facilitate your client’s ethical, growth, high income or drawdown requirements, and adapt these as your client’s circumstances change.


Key documents

  • Brochures

    An overview of Investec Wealth & Investment (UK) and the services that we offer, to help you and your clients PDF
    A detailed breakdown of how we manage investment mandates, and the asset allocation based on each risk profile PDF
  • ARC performance updates

    ARC Factsheet – Balanced PDF
    ARC Factsheet – Balanced since inception PDF
    ARC Factsheet – Cautious PDF
    ARC Factsheet – Cautious since inception PDF
    ARC Factsheet – Equity Risk PDF
    ARC Factsheet – Equity Risk since inception PDF
    ARC Factsheet – Steady Growth PDF
    ARC Factsheet – Steady Growth since inception PDF
  • Set-up procedures

    An explanation of our services and set-up procedures required to begin your new partnership with Investec Wealth & Investment (UK) PDF
  • Value Assessment

    Discretionary Fund Management Target Market and Value Statement PDF

How your clients can benefit

Dedicated Investment Manager

Whether your clients are individuals, trusts, charities or companies, your dedicated investment manager will work closely with you to create and manage portfolios for your clients that reflect their goals and circumstances.

Regular reports

Each client receives quarterly valuations detailing the performance of their portfolio, and a clear breakdown of the costs and charges involved with managing their investments. They'll also be able to view their portfolio's performance online, 24/7.*

Portfolios that reflect your clients’ personal values

Specific client preferences can also be factored in, such as avoiding asset classes they don’t want to hold or excluding stocks held elsewhere.

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

How we help you achieve more

Reduced administration

Everything we do is designed to help you free up time to focus on your clients. We'll take away the need for you to manage your clients’ investments on a day-to-day basis, and help reduce the amount of time you would otherwise spend on administration.

Going the extra mile for you

Helping you and your clients in any way we can is our priority. Whether that is pre-populating client paperwork, helping you win new clients or developing opportunities for your existing clients, we’ll be happy to assist. These are just a few of the reasons why Defaqto has voted us first for ‘Ease of Doing Business’ and ‘Staff Administration’ out of the top five Bespoke DFMs**.

High-quality service

We believe in good old-fashioned teamwork. Which is exactly how we’ll work with you, providing you with day-to-day resources to help you achieve more for your clients and your business. For our DFM service our BDD’s and Investment Managers are always on hand to help. They’ll arrange for the analysis of your client’s existing portfolio as well as our advice on the suggested approach.  

**Awarded by Defaqto (see awards section below)

Your hard-earned reputation is in safe hands

When you partner with Investec Wealth & Investment (UK) you’ll be working with one of the UK’s most reputable investment management companies.

Moneyfacts Awards logo for Best Discretionary Fund Manager

Moneyfacts Awards

Best Discretionary Fund Manager

2021 - 2023

The logo of the FT Adviser's 5 Star Winner - Discretionary Fund Management - Award

FT Adviser

5 Star Award - Discretionary Fund Management


5 star rating award for DFM Bespoke from defaqto


Five-star rating for our Bespoke Discretionary Fund Management service

2013 – 2024

Gold rating award for DFM Service from defaqto


Gold rating for our Discretionary Fund Management service


Asset Risk Consultants (ARC) 3D Award for our commitment to transparency, engagement and integrity

Asset Risk Consultants (ARC)

3D Award for our commitment to transparency, engagement and integrity


Best Wealth Management Service award from Citywire Adviser Choice Awards

Citywire Adviser Choice Awards

Best Wealth Management Service – London


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.

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Adviser, Northern Ireland

I’d put them ahead of most DFMs. They get to know me and the business.

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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.