Our story

Is built around yours.
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Since being founded in 1827, our purpose has remained the same; to make a tangible and meaningful difference by freeing you from the burden of having to look after your financial affairs on your own, through quality advice, excellent service, and the preservation and growth of your wealth.

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Who we are

We are one of the UK’s leading wealth management companies, trusted with managing £41.7bn billion (as at March 2021) of our clients’ money. We take great pride in our relationship based approach to Financial Planning and Investment Management, and our purpose to make a tangible and meaningful difference to you and your family.

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We invest in more than money

At the heart of our business is the relationship we have with you. We believe investing time in you is paramount and the best way for us to understand what your passions and aspirations are, from which we can help you achieve your financial or life goals, whatever they may be.

Understand where life can take you with Investec Wealth & Investment

Get in touch or find your local Investec office

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A wealth of history to help shape your future

With an investment heritage dating back to 1827 we’re built for the long term, and have been entrusted by generations of our clients for nearly 200 years.

Our story begins in Liverpool, 1827

Investec Wealth & Investment has emerged from some of the oldest and illustrious names on the stock exchange including Rensburg Sheppards and Williams de Broë. Having observed several financial crises, our global investment outlook and approach to risk positioning has stood the test of time. That’s why nearly 200 years later, you can be reassured that we are here for your present and you and your families future.

Our expertise is the result of nearly 200 years of experience.

With our Investment Manager average tenure of 13 years, and a collective experience of over 4,600 years, you and your family can benefit from the experience of some of our top experts.

 

Based on your goals and financial objectives, we’ll match you with a like-minded specialist from either Financial Planning or Investment Management, who has the right experience to support and build a plan that is right for you.

Proudly part of the global Investec family

Working alongside the global Investec Private Bank and Investec Corporate & Investment Bank, we can provide you with access to our wide-ranging and award-winning private banking, savings accounts, and financial solutions for business owners. So, whether you are looking to bank, borrow, save or invest, we will connect you with the right specialist to support you on your journey.

A plotted history of Investec Wealth & Investment's History; from 1827 in Liverpool to the current day
Graphic representation of Investec Wealth & Investment's 15 UK offices
We’re always local to you

With 15 offices across the UK from Edinburgh to Exeter, you will always have access to local expertise as and when you need it. We can also meet you at your home or office if easier.

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Gillian Reynolds CBE

Over a decade of profound external political challenge, they’ve given me excellent guidance while maintaining a personal interest in both my career and the fund they manage for me.

Find out how we can help you on your journey

Get in touch or find your local Investec office