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.

  Are we 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 & Investment (UK)

  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.