Young boy with sunglasses mid-leap

Our approach to working with you

Choosing a partner to look after your money is a big decision. We believe that to be successful, our role is more than numbers. That’s why our approach is to focus on building a trusting relationship with you, to understand your goals so that our service is personal from the very start.

How we work with you

  1. Step one

    We'll get to know each other

    Everything starts with a conversation. Not only does it give you the opportunity to meet and learn more about Investec Wealth & Investment, but we take this time to understand what really matters to you and your loved ones and what your goals and passions are. By learning about you and your aspirations, we can start to identify the right service we believe is best suited to your objectives – which could be Investment Management, Financial Planning or a combination of the two.

  2. Step two

    Selecting the right financial strategy

    To manage your money effectively we need to recommend a financial strategy that takes into consideration your financial knowledge and experiences. We will ask you all about yourself, your circumstances, your goals in life and your attitude to risk. In addition, if you are working with our Financial Planners, we’ll also carry out an independent financial review of your current arrangements to get an overview of your finances. Once we’ve built up a clear picture of you, we can begin to create a holistic plan that fits you as an individual.

  3. Step three

    Building your tailored plan

    We’ll analyse all the information you have provided, to build you a bespoke plan to help meet your financial goals. It will outline our recommended approach along with any fees and charges.

  4. Step four

    Putting your plan into action

    Managing your plan is a continual process rather than a one-off event. We will closely monitor it, and make sure that your plan remains in line with your objectives. If you have an investment portfolio with us, your Investment Manager will measure its performance against market benchmarks and liaise closely with our in-house Research Team to keep abreast of market developments and take advantage of opportunities.

Let us create your bespoke plan tailored to your personal goals

For a free initial consultation on how we might be able to help you, speak to us today.

Our commitment to you

We are committed to providing you with a service that goes above and beyond, so as part of our ongoing relationship with you, you can expect:

A dedicated partner

When you partner with us, you’ll have a dedicated Investment Manager and/ or Financial Planner who will not only work with you to understand your goals and put your plan into action, but who will also stay in touch regularly to discuss: 

 

  • How your investments are performing
  • Relevant insights within the financial markets

  • Any legislative changes that might impact the way your finances are structured (for example changes to personal pension rules, or inheritance tax rules)
  • Any changes to your circumstances that might impact on your plan.

Of course, if you have any questions or queries, we’re available on the phone or email whenever you may need us. 

A plan that flexes

We understand that your circumstances may change over time, which means your goals and aspirations may do also. We’ll ensure that your plan, and investment portfolio if you have one, keeps pace with these changes, and make alterations as necessary.

Your finances at your fingertips

Access your account online, or via the Investec App at any time to view the investments you hold with us. You can keep up to date on pricing¹, transactions and view your quarterly valuations.

 

¹15 minute delay on live pricing

Regular reporting & communications

Throughout the course of the year, we will send you quarterly valuations and an annual tax report. You’ll be able to see exactly what we have invested in on your behalf and the performance of your investments. Our in-house research team also produce regular commentary with their insights and analysis on the stock market, which you can receive weekly or monthly.

Headshot of John Haynes, Head of Research at Investec Wealth & Investment

The aim of the research process is to enable Investment Managers to provide bespoke portfolios of high quality investments for the long term.

John Haynes, Head of Research

Behind your bespoke investment portfolio is a team of over 20 research experts

We bring together the best ideas from all of Investec Wealth & Investment’s resources in our pursuit of our commitment to you. Sitting at the heart of this, is our Global Investment Strategy Group (GISG).

 

This team, led out of the UK by John Haynes, directs the investment strategy that informs and shapes your investment portfolio by analysing what they think the global economic outlook will be over the next 18 months.

 

In addition to this global strategic thinking, in order to build your investment portfolio we assess and select only the best investments from tens of thousands available to us. Our 20+ strong in-house Research Team meet hundreds of fund managers every year, to help gain a deeper understanding of each fund and its process. This in depth and face-to-face approach, allows us to seek out investment opportunities from fund managers who we believe could add value to your portfolios over the long term. 

Hear John Haynes, Head of Research, discuss the research process

Useful downloads

Managing Your Investments

Find out how we can help you

Get in touch or find your local Investec office.