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 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.
This is a low-medium-risk strategy, for investors seeking a return in the form of capital appreciation.
This is a medium-low risk growth strategy, for investors seeking a return in the form of capital appreciation.
This is a medium-risk strategy, for investors seeking a return in the form of capital appreciation.
This is a medium-high-risk strategy, for investors seeking a return in the form of capital appreciation.
This is a medium-risk strategy, for investors seeking a return in the form of income rather than capital appreciation.
Our core MPS range is available on your favourite platforms:
Fidelity International is a trademark of FIL Limited used with its permission.
Due diligence
Access our due diligence information by selecting your own questions to focus on or use pre-built questions sets. Your results are delivered promptly in either Excel or PDF for easy review.
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.
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).
We have a range of investment strategies offering a level of return and risk to suit every client’s needs.
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 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.
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.
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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.
Defaqto
Five-star rating for our MPS on Platforms service
2020 - 2024
Moneyfacts Awards
Best Discretionary Fund Manager
2021 - 2023
FT Adviser
5 Star Award - Discretionary Fund Management
2023
Defaqto
Five-star rating for our Bespoke Discretionary Fund Management service
2013 – 2024
Defaqto
Gold rating for our Discretionary Fund Management service
2024
Asset Risk Consultants (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).
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Contact us today to find out how our MPS on Platforms service could benefit your clients.
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.