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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 independently risk-rated investment 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

This is a low-risk strategy, for investors seeking a return in the form of capital appreciation. 

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.

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 of experience across strategy, bonds, equities, and collective funds. The models are actively managed by a dedicated MPS investment team, with the lead Portfolio Manager bringing an impressive 22 years of experience. The MPS investment management team leverage the global expertise of our Investment & Research Office, to seek opportunities and navigate risk in a truly global manner.

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 the Cautious Plus Strategy). 

Strategies as varied as your clients

We have a range of investment strategies offering a level of return and risk to suit every client’s needs.

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%. 

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.

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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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. 

5 star rating award for DFM MPS on Platform from defaqto

Defaqto

Five-star rating for our MPS on Platforms service

2020 - 2024

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

2023

5 star rating award for DFM Bespoke from defaqto

Defaqto

Five-star rating for our Bespoke Discretionary Fund Management service

2013 – 2024

Gold rating award for DFM Service from defaqto

Defaqto

Gold rating for our Discretionary Fund Management service

2024

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

2023

Best Wealth Management Service award from Citywire Adviser Choice Awards

Citywire Adviser Choice Awards

Best Wealth Management Service – London

2023

Key documents

  • Brochures

    The Managed Portfolio Service on Platforms explained - a suite of investment strategies suited to your clients' individual needs and attitudes to risk PDF
    Managed Portfolio Service for Clients of Financial Advisers PDF
    Investment Summary PDF
  • Factsheets - Core

    Defensive Strategy PDF
    Cautious Strategy PDF
    Cautious Plus Strategy PDF
    Balanced Strategy PDF
    Growth Strategy PDF
    Income Strategy 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
  • Risk Mapping Summary

    Risk Mapping Strategy document PDF
  • Value Assessment

    MPS on Platforms Target Market and Value Statement PDF
  • Quarterly Updates

    Reports

    Balanced Portfolio Quarterly Report PDF
    Cautious Portfolio Quarterly Report PDF
    Cautious Plus Portfolio Quarterly Report PDF
    Defensive Portfolio Quarterly Report PDF
    Growth Portfolio Quarterly Report PDF
    Income Portfolio Quarterly Report PDF

     

     

    Videos

An IFA talks with their client during a conversation in a garden
Adviser, South East

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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.