How much do I need to invest?

Our bespoke investment management service is typically designed for clients that have £250,000 or more to invest.

Who selects my investments?

Your dedicated investment manager is responsible for choosing each investment for your portfolio. They will consult the latest market information and consider recommendations made by our research team to make considered asset decisions. In order to fully meet your specific needs (in line with your risk appetite), your investment manager may, from time to time, conduct research into investment opportunities outside of the typical realm covered by our in-house research team. These, include the purchasing of new holdings and the retention of existing holdings.

Will my capital be put at risk?

Yes. The investment portfolio management service provided by Investec Wealth & Investment (UK) requires all clients to be exposed to some degree of risk. As such, a threshold condition is that you must be prepared for, and be financially capable of, withstanding a loss of capital.

What flexibility does my investment manager have?

Every one of our investment managers has a wealth of resources at their fingertips that enable them to carry out effective and timely investment portfolio management strategies. Your investment manager will receive daily updates and briefings, together with additional research information which is made constantly available to our offices throughout the day. This approach gives your investment manager the flexibility to create and maintain a portfolio, within reasonable parameters, to reflect your individual needs.

How do I measure performance?

Your investment manager will discuss and agree on appropriate benchmarks with you to allow you to assess the performance of your wealth management portfolio.

What happens if my circumstances change?

One of the key advantages of a bespoke portfolio management service lies in its flexibility. If your circumstances or, for instance, your capacity for risk changes, then your investment manager can sit down with you to review your objectives and adjust your portfolio holdings where necessary.

Who oversees your investment process?

At Investec Wealth & Investment (UK), our Investment Committee and Asset Allocation Committee meet regularly to review and oversee our investment portfolio management process and the assets in which we invest. You can find out more about our rigorous and detailed investment process via the link below. Our approach to working with you

Bespoke Investment Management | Know Where Life Can Take You

Did you know self-investing can dampen your wealth by as much as 46% over 10 years?* Our bespoke investment management is an actively managed service backed by extensive research capabilities and designed to deliver consistent performance. Reacting quickly to changing market conditions, our advisers can help you protect and grow your wealth.

Our areas of expertise

Bespoke Investment Management

We offer a comprehensive and highly personalised bespoke investment management service that utilises our professional discretion and expert knowledge to manage all aspects of your investment portfolio.

The benefits

We think life works better when you build a direct relationship with the person who’s managing your money. That way, nothing is lost in translation. Your investment manager gets to know you, so you have the reassurance of knowing that your investments are managed with your unique circumstances in mind.

Access and exposure

A bespoke wealth management portfolio gives you access to one of the largest and most experienced investment management firms in the UK. Our expertise will open up your portfolio to a wide range of carefully selected investment options.

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Let us answer your initial questions

Frequently asked questions

How much do I need to invest?

Our bespoke investment management service is typically designed for clients that have £250,000 or more to invest.
Who oversees your investment process?

At Investec Wealth & Investment (UK), our Investment Committee and Asset Allocation Committee meet regularly to review and oversee our investment portfolio management process and the assets in which we invest. You can find out more about our rigorous and detailed investment process via the link below.

Our approach to working with you
Who selects my investments?

Your dedicated investment manager is responsible for choosing each investment for your portfolio. They will consult the latest market information and consider recommendations made by our research team to make considered asset decisions. In order to fully meet your specific needs (in line with your risk appetite), your investment manager may, from time to time, conduct research into investment opportunities outside of the typical realm covered by our in-house research team. These, include the purchasing of new holdings and the retention of existing holdings.
Will my capital be put at risk?

Yes. The investment portfolio management service provided by Investec Wealth & Investment (UK) requires all clients to be exposed to some degree of risk. As such, a threshold condition is that you must be prepared for, and be financially capable of, withstanding a loss of capital.
What flexibility does my investment manager have?

Every one of our investment managers has a wealth of resources at their fingertips that enable them to carry out effective and timely investment portfolio management strategies. Your investment manager will receive daily updates and briefings, together with additional research information which is made constantly available to our offices throughout the day. This approach gives your investment manager the flexibility to create and maintain a portfolio, within reasonable parameters, to reflect your individual needs.
How do I measure performance?

Your investment manager will discuss and agree on appropriate benchmarks with you to allow you to assess the performance of your wealth management portfolio.
What happens if my circumstances change?

One of the key advantages of a bespoke portfolio management service lies in its flexibility. If your circumstances or, for instance, your capacity for risk changes, then your investment manager can sit down with you to review your objectives and adjust your portfolio holdings where necessary.

Retirement Planning

However vague your goals for retirement, it’s never too early to be planning ahead. Learn more about how we can provide you with a roadmap for your long-term financial future.

Two children standing in window looking outside

Tax Planning

Learn more about how we can structure your finances, making use of reliefs and allowances to minimise your tax liability and grow your wealth.

See how investment management could pay dividends for you

We have a team dedicated to supporting people like you. Please get in touch to discuss your financial needs today.

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