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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Market insights for advisers

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Discover how our services could benefit you and your clients

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Bespoke DFM

A highly flexible bespoke discretionary fund management service that is typically for portfolios greater than £150,000. It can be applied to a number of structures (included joint or sole accounts, ISAs and trust assets).
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MPS on Platforms

Offering amongst the lowest AMC for an actively managed MPS in the UK, our service has a 5 year track record and is underpinned by our best-in-class research.
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AIM Portfolio IHT Plan

Protect your clients' assets from IHT by investing in firms that qualify for business property relief. The plan can reduce IHT liability after only two years. This service is for investments over £100,000.
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Structured Product Service

Structured product portfolios that are actively managed by a team of specialists, with the ability to choose pre-determined portfolio mandates that best reflect your client's personal circumstances, risk appetite and investment objectives. 
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Multi-asset Funds

The easy, cost-efficient way to invest your clients' money in a choice of four diversified and actively managed multi-asset funds. 
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Structured Products

Investec Bank plc is no longer offering new Deposit Plans or Investment Plans. They will continue to support all existing Plans as they continue over the coming years. In the meantime, you can access valuations and support via the link below. 

Award-winning solutions for financial advisers

Products

Discretionary Fund Management

Structured Product Service

MPS on Platforms

AIM Portfolio IHT Plan

Multi-asset Funds

Resources

Downloads and documents

Due diligence

Investec Online

Contact us

Get in touch

Important information

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested. 

UK regulators

Investec Bank plc (Reg. no. 489604) is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered at 30 Gresham Street, London EC2V 7QP.

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.