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.

If your client is looking for the security of a set return over a defined period, you should consider our structured product service. We offer a choice of two portfolio options, which invest in structured products. They both provide an alternative risk/reward profile with the potential for positive returns in rising, flat or falling markets.

Actively managed by our highly experienced team of dedicated specialists, this structured product service is available for investments from £250,000.


How your clients can benefit

A true “alternative” investment

Our portfolio managers use derivatives efficiently to create a well-balanced risk/return profile for the portfolios. The overall trading strategy is transparent and returns are defined.

Active, not passive

We adopt an active rather than passive approach to structured product portfolio management as, contrary to popular perception, structured products are not simply ‘buy and hold’ investments. The management and trading of structured products can help to maximise returns and minimise risk.

Capital protection

The portfolios will be managed with a strong emphasis on capital preservation, and minimising drawdown risk and downside volatility.

How you can benefit

Access to Institutional Structured Products

You gain access to the ‘Institutional’ rather than the ‘Retail’ Structured Products market, which offers access to Structured Products from a wide range of banks, with liquid secondary markets.

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.

Nominee custody

Our Nominee Service ensures prompt settlement of transactions and also saves you or your client the unnecessary administrative burden involved in owning structured products directly.

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Adviser, West Midlands

Investec Wealth & Investment (UK) has a reputation for excellent service, quality of staff and performance

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.

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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Key documents

  • Brochures

    The Structured Product Service explained - providing a set return over a defined period PDF
  • Rate Card

    Structured Product Service charges and fees 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

    Structured Product Service Target Market and Value Statement PDF

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.