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.

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Useful documents and downloads for IFAs and paraplanners

  • Discretionary Fund Management

    Brochures

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

    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

    Value Assessment

    Discretionary Fund Management Target Market and Value Statement PDF
  • Structured Products

    After 12 years, Investec Bank plc has taken the decision to stop offering new structured products in the UK retail market via IFAs. Find out more and access valuations, adviser support, plan information, live pricing and a range of documents via the link. 

  • AIM Portfolio IHT Plan

    Brochures

    The AIM Portfolio IHT Plan explained - reducing your client's Inheritance Tax Liability PDF
    Examples of AIM companies the plan invests in 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

    Rate card

    AIM Portfolio IHT Plan charges and fees PDF

    Quarterly factsheets

    AIM Portfolio IHT Plan Factsheet PDF
    Quarterly review

    Read or listen to our latest quarterly review of the portfolio and wider AIM market. 

    Value Assessment

    AIM Portfolio IHT Plan Target Market and Value Statement PDF
  • Structured Products Service

    Brochures

    The Structured Product Service explained - providing a set return over a defined period 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

    Rate Card

    Structured Product Service charges and fees PDF

    Value Assessment

    Structured Product Service Target Market and Value Statement PDF
  • MPS on Platforms

    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

    Set-up procedures

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

    Factsheets - Core

    Defensive Strategy PDF
    Cautious Strategy PDF
    Cautious Plus Strategy PDF
    Balanced Strategy PDF
    Growth Strategy PDF
    Income Strategy PDF

    Risk Mapping Summary

    Risk Mapping Strategy document PDF

    Value Assessment

    MPS on Platforms Target Market and Value Statement PDF

    Quarterly portfolio updates

    Access our quarterly reports and video updates below. 

    Catch-up on previous updates

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

Are you running or thinking about running a CIP?

Concerned how it will stand up to the regulator and consumer duty? Read our comprehensive guide on what you need to be doing.

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.