Our wealth management services

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Our approach to wealth management is a powerful combination of two distinct but complementary services: Financial Planning and Investment Management. You can access either one on its own but together they make a completely holistic approach to looking after you and your money.

The specific role of our Financial Planners is to get to know you and understand your life goals and objectives before recommending a tailored financial plan to help get you there.

Our Investment Managers have a different focus. They dedicate themselves to investing your money effectively so that you have the funds to meet your goals. They will build an investment portfolio based not only on your needs, but also on your appetite for risk, capacity for loss, and your timeline.

Read on to find out more about private wealth management with Investec, including further details on the services we offer, their benefits and why you can trust us to provide sound, expert advice.

Financial Planning

Our experienced Financial Planners can help you chart your path through life. They’ll ensure you are financially ready for every stage – from getting your own place to funding your children’s education before anticipating a comfortable retirement. We’ll talk to you and get to know you. Once we’re sure that we understand the life goals that matter most to you, we’ll recommend a plan to help you get there.

Investment Management

Whether you are looking to grow your capital, generate an income or preserve your wealth, our Investment Managers will put your money to work for you. They’ll place it in tailored portfolios designed to give you confidence in achieving the future you want, because putting your interests front and centre lies at the very heart of our investment approach.

Our recommendations are always made-to-measure for you, based on your personal circumstances, and never off-the-shelf. We take care to balance the potential risks and returns so you can have peace of mind knowing your investments are working hard and smart for you.

What is wealth management? Is it right for you?

Wealth management allows you to put together a plan so that your finances can support your ambitions in life. And that can mean different things to different people. For example, you might be approaching your later years and seeking advice on how you can prepare for retirement or the steps you can take to provide for your loved ones.

You may be one of the 15.6 million UK adults who have more than £10,000 in investible assets, or you might be thinking about making your money more tax-efficient. Our wealth management services cover all of the above and more, and our expert team will be more than happy to discuss your needs and goals.

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Wealth management - frequently asked questions

  • Why do people seek wealth management advice?

    When we make any major decisions in life, it makes sense to call on experts in the field. Wealth management is no different. You need sound, impartial advice from those who have the experience and depth of knowledge to help you.

    Most people seek wealth management advice for exactly that reason. They want to place their trust in the hands of a professional whom they know will have their best interests at heart. They’re looking for clarity and transparency at all times, as well as a clear explanation of the various options available to them.

    The mass uncertainty caused by the coronavirus pandemic means it’s more important than ever for wealth management providers to understand their clients’ needs and future plans. People want assurances that they’re being looked after, and that’s what we always strive to achieve.

  • What are the benefits of wealth management?

    There are obvious advantages to wealth management, primarily seeing a return on your investment. But the benefits extend far beyond a purely financial scope. Our services mean you can gain a greater understanding of the landscape, which will help you to make decisions in the future.

    It can also allow you to set clearly defined life goals and map out a plan for how you are going to reach those. On top of all that, private wealth management with Investec means you can set yourself up for the future as well as provide for your loved ones – something we all aspire to.

    There are not just material benefits at play, however. That all-important peace of mind in knowing that your money is being expertly managed can release a great amount of pressure. It can have a hugely positive impact on your mental wellbeing and means you can focus on other areas of your life unburdened.

  • Who can our wealth management services help?

    We appreciate that one person’s needs are entirely different from those of another. We never take a one-size-fits-all approach to our wealth management services, which are always tailored to suit your unique situation.

    We pride ourselves on being able to support a wide range of clients – from individuals, families and entrepreneurs to accountants, legal professionals and charities. We have a long history of providing expert wealth management advice and you can find more information below on the types of people we’ve helped in the past.

    Is Investec right for you?

    How our wealth management services have helped others

    Simon came to us seeking help with consolidating his numerous company pensions. We were able to help him establish control of his assets, to the point where his pension pot has grown significantly. Simon and his wife Heather also now have ISA investments with us, and he has been thrilled with the support we’ve offered him.

    “My decision to work with them has been, and continues to be, one of the best moves I’ve ever made.”

    Read Simon’s story in full

  • Why choose Investec

    Wealth management is important to you, and it’s important to us. You can read more about us and our story, but here are just a few reasons to choose Investec.

    • We were founded in 1827, so we have nearly 200 years of experience in offering private wealth management advice to our clients. Find out more about our history.
    • As of March 2021, our clients trust us with managing £41.7 billion of their money – making us one of the leading wealth management companies in the country.
    • We have offices in the UK from Glasgow to Guildford and from Leeds to London, so rest assured you’ll never be far from one of our teams.
    • Everything we do is geared around you and your needs. That client-first approach has served us well and is not something we will ever change.
    • We also adopt a responsible approach to investing, taking environmental, social and governance considerations into account.

Get in touch about our wealth management services today

Send us a message, find an office, or talk to us directly. We’re here to help you with expert wealth management advice you can rely on.

Important information

The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment.