Whether you’re new to wealth management or looking to change your existing relationship, choosing a partner is a big decision. You’ll want to know your money is being managed by people who will always put your needs first.

At Investec, helping you meet your personal goals is at the heart of what we do. It’s the reason we are trusted by more than 60,000 clients.

We’re open and honest

We believe that what differentiates us from other wealth managers is our strong track record of trust, transparency, and integrity. We strongly believe in disclosure.

We’re local

Our history in Belfast goes back to the turn of the century. We’ve grown steadily with traditional values combined with a modern outlook.

We know what’s important

When you have a trusted financial partner, you’re free to stop thinking about money and start focusing on the parts of your life that matter most to you.

You can count on us

Investec is a brand with an impeccable reputation, representing almost 200 years of operations without a scandal or crisis.

We always start by getting to know you. We want to build a picture of your lifestyle and aspirations, so we can be sure we’re focusing on the goals that are important to you.

Then we can begin to create a holistic plan, using a strategy that considers your circumstances, attitudes, and financial knowledge.

We will outline your recommended approach clearly and openly, with transparency regarding the costs and fees.

Once you’re fully satisfied with our recommendations, we’ll put them into action. We’ll continue to review your plan with you over time to ensure it remains aligned with your goals.

Our services include:

Financial planning. The process of aligning your needs, values, and goals with your finances. It can include retirement planning, tax planning, and estate planning.

Bespoke portfolio management. A comprehensive and personalised service through which we manage all aspects of your investments with our expert knowledge.

Wealth management. A holistic service that combines these disciplines, bringing your finances into focus and helping you take control of your future.

If you’d like to discuss your needs and how we can help, please get in touch with our Belfast office.