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The Investec difference
You wouldn’t settle for ordinary and neither do we.
That’s why we build our services around you, and for you specifically. With the support of our dedicated Investment Managers and Financial Planners, we will help you to define and prioritise your personal dreams and goals, and build a plan that allows you to achieve your ambitions.
Experience a more human approach
At Investec we pride ourselves on the relationships we build with all our clients and the out of the ordinary service that we deliver:
We build personal relationships based on trust
We believe that to be successful, our role is more than numbers. That’s why your dedicated Investment Manager and/ or Financial Planner will focus primarily on building a trusting relationship with you, to understand your goals so that our service is personal from the very start.
We see your whole picture
Whatever your personal goals or life ambitions are, we have the team to support and help you reach them. With an integrated approach to wealth management, we can provide you with a completely holistic approach to looking after you and your money.
Benefit from our expertise & insight
Across our Investment Management, Financial Planning and in-house Research teams are experts who can help build and manage a financial strategy and plan that is right for you. From meeting with hundreds of fund managers a year and assessing and selecting only the best investments for your investment portfolio, through to providing expert and impartial advice across Estate Planning, Tax Planning and Retirement Planning, our approach to wealth management means you will always have an expert eye watching over your plan.
A global outlook with local access
Access the benefits of an international wealth management service alongside local expertise as and when you need it. With a major presence across five continents as well as 15 locations throughout the UK our network is exactly where you need us to be.
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 also keep up to date on pricing (within 15 minutes of live prices), any transactions we’ve made on your behalf (such as buying or selling of investments) and your latest valuations.
How we can help you
Whether you are looking to invest for the first time, or have an investment portfolio already, if you don’t know where to begin, or know exactly what you are looking for, we can help. We support our clients every day regardless of whether they are starting a business, planning their retirement, wanting to understand the impact of Inheritance Tax, or simply start put their money to work by investing. Whatever your reason, we’ll make sure that we match you with the right Investment Manager and/ or Financial Planner to help you achieve your goals. Our typical clients have £250,000 to invest or plan with, but this doesn’t just have to be in savings. It can include any existing pensions or ISAs you may already have. If you aren’t sure, please do give us a call or send us an email, and we can have a friendly and informal chat to discuss your situation. Or, if you would prefer, we also have 15 offices across the country which you can visit.
More than wealth management
Investec Wealth & Investment is part of the wider Investec Group, which offers Corporate and Investment Banking, as well as Private Banking services, all equally committed to our clients. Which is why if you are looking to bank, borrow or save, we can connect you with the right specialist across the Investec Group to support you on your journey.
Have an opportunity and need fast access to capital? Our Portfolio Loans are designed to offer a swift, flexible and cost-efficient way to borrow against your investments, so you can access funding whilst staying invested.
Whether you want to purchase or re-mortgage a home or investment
property, our team of Private Bankers will create a solution for you.
Our FX specialists offer more than just a headline rate. Experience secure, online FX payments coupled with the combined expertise of a dedicated private banker and foreign exchange dealer.
Bank Accounts & Deposits
Take advantage of our Voyage Account, an award-winning premier bank account designed for high earners from our Private Bank which also provides exclusive access to our range of deposit accounts.
The strongest connection is a human one.
We recognise the power of partnerships, and are proud to work with a number of organisations in our local communities across the country.
Royal Liverpool Philharmonic
We are proud to be the principal partner of this award-winning orchestra, part of our long-term association with the city of Liverpool.
This orchestra not only performs world-class concerts, it’s also passionate to change lives of young people through music.
National Garden Scheme
We have sponsored this open garden scheme since 1994. Since its inception, the National Garden Scheme has raised more than £58m.
Like the NGS in England and Wales, this scheme raises money for charity by opening gardens in Scotland to thousands of visitors a year.
Chatsworth is a leading stately home in Derbyshire, renowned for the quality of its architecture, art and landscape.
Royal Liverpool Philharmonic
We are proud to be the principal partner of this award-winning orchestra, part of our long-term association with the city.
Not only does the Bournemouth Symphony Orchestra perform world-class concerts, it also delivers a vibrant education programme and is passionate about changing the lives of young people through music.
National Garden Scheme
We have sponsored the National Garden Scheme since 1994. Since its inception in 1927, the National Garden Scheme has raised and donated more than £58m, mostly to nursing and caring charities.
Like the NGS in England and Wales, this scheme raises money for charity by opening gardens in Scotland to thousands of visitors each year.
Investec has a partnership with Chatsworth House and Gardens in Derbyshire. One of the UK’s leading stately homes, it’s renowned for the quality of its architecture, art and landscape.
Our partnership with Chatsworth will see us support a number of initiatives and hosting exclusive client events.