Investec Wealth & Investment (UK) is now part of Rathbones Group plc. Find out what this means.
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At Investec Wealth & Investment (UK), we understand that your client's needs can be diverse and complex. That's why we offer a range of eight independently risk-rated investment strategies, including two sustainable managed portfolio service strategies, to cater to their varying needs and risk appetites. Our managed portfolio services are designed to provide the best portfolio management solutions for your client's investments.
Our portfolio management team brings outstanding investment expertise, value for money, and the trust of a renowned brand, ensuring that your clients benefit from a winning combination of tailored solutions and reliable support. Choose our managed portfolio services to give your clients the investment edge they need.
Quarterly updates
Every quarter we provide a video update on our MPS on Platforms service, changes being made and market updates.
Core strategies that suit client needs
Defensive Strategy
Cautious Strategy
This is a low-medium-risk strategy, for investors seeking a return in the form of capital appreciation.
Cautious Plus Strategy
This is a medium-low risk growth strategy, for investors seeking a return in the form of capital appreciation.
Balanced Strategy
This is a medium-risk strategy, for investors seeking a return in the form of capital appreciation.
Growth Strategy
This is a medium-high-risk strategy, for investors seeking a return in the form of capital appreciation.
Income Strategy
This is a medium-risk strategy, for investors seeking a return in the form of income rather than capital appreciation.
Our new sustainable strategies
We’ve launched two sustainable strategies to offer your clients a solution that allows them to generate returns, whilst ensuring their investments contribute towards a more sustainable future.
The Sustainable Balanced Strategy and Sustainable Growth Strategy have a sustainability focus, reflecting our expertise in fund selection and our purpose to create long-term value and contribute meaningfully to our people, communities and planet.
Please refer to our brochure and factsheets below for further information.
Our new sustainable range
Sustainable Balanced Strategy
This a medium-risk strategy with a sustainability focus, for investors seeking a return in the form of capital appreciation.
Sustainable Growth Strategy
This is a medium-high risk strategy with a sustainability focus, for investors seeking a return in the form of capital appreciation.
Our Sustainable MPS range is currently available on Aviva and abrdn (previously Standard Life). Fidelity International is a trademark of FIL Limited used with its permission.
How your clients can benefit
Greater depth of research
We have 25 career analysts with an average of 19 years’ experience across strategy, bonds, equities, and collective funds. The team dedicated to managing our MPS portfolios has an average of 8.8 years' experience. Our structured, robust, and disciplined investment process ensures the best ideas of our research team are reflected in our models.
Track record
Your clients will have the confidence of knowing that our core MPS on Platforms has a consistent 5-year track record of performance (excluding our newly launched Cautious Plus Strategy). Our sustainable strategies were launched in September 2021 and performance figures will be available on published factsheets from October 2022.
Strategies as varied as your clients
We have eight investment strategies offering a level of return and risk to suit every clients’ needs. Our range now includes two new sustainable strategies designed for clients looking to generate returns, whilst ensuring their investments contribute to a more sustainable future.
How you can benefit
Competitive fees
Our core strategies have an Annual Management Charge of 0.20% and the OCF of our underlying funds is targeted at 0.50% and capped at 0.60%. Our sustainable strategies have an Annual Management Charge of 0.20% and the OCF of our underlying funds is targeted at 0.70% and capped at 0.75%.
Actively managed
Our dedicated team of research specialists continuously review the strategy models so that we can implement tactical asset allocation and fund changes. This ensures we maximise the opportunity for investment performance.
High-quality Service
If there is a specific platform which is of interest to you but not included above, your local business development director we will be pleased to assist you.
Ready to partner with us?
Simply complete this form and our team will get in touch.
Your hard-earned reputation is in safe hands
When you choose our managed portfolio services, you're selecting one of the best portfolio management companies in the UK. You can be confident that your investments are being handled by a reputable and award-winning team.
Defaqto
Five-star rating for our DFM MPS on Platform service
2020 - 2023
Defaqto
Gold rating for our Discretionary Fund Management service
2023
Asset Risk Consultants (ARC)
The ARC 3D Award for our commitment to transparency, engagement and integrity
2023
Citywire Adviser Choice Awards
Best Wealth Management Service – London
2023
If I had to deal with one company for the rest of my career it would be Investec Wealth & Investment (UK).
Award-winning solutions for financial advisers
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.