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Investment Management you can trust

You might be the cautious inheritor that’s happy for your investments to keep pace with inflation, or someone who’s ambitiously seeking faster portfolio growth. Whatever your motivation for investing your money, you’ll want to know it’s being managed by people who will always put your needs first.

At Investec, helping you meet your personal goals is at the heart of what we do and it’s the reason we are trusted by more than 60,000 clients to manage over £38 billion of their hard-earned assets¹. From young entrepreneurs to active retirees enjoying the rewards of a lifetime's work, we’re helping people invest their money at every stage of life and for every conceivable goal or need. And we’ve been doing so successfully for nearly 200 years. Take a look at our range of investment services to see which one might best suit your needs. 

¹Investec Wealth & Investment. Figures correct as at September 2019.

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Discover the right Investment Management service for you

  • Investment services
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    Bespoke Portfolio Management

    If you’re looking to preserve or grow your wealth or if you want to draw a regular income, but feel you don't have the knowledge, time or the appetite to manage your own investments, then this might be the service for you. From choosing your investments, to ensuring we react quickly to any changing market dynamics and keeping you well informed at all times, you can be sure we will be supporting your personal investment needs, while you can get on with life.

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    Alternative Investment Market Service

    Ensuring as much of your wealth is left to people or causes you care about and not the taxman is top of the agenda for most of our clients. If you’re looking for ways to reduce the potential Inheritance Tax (IHT) charge on your estate, our innovative Alternative Investment Market (AIM) service could be the ideal solution. It’s a tax-efficient, flexible and cost-effective way to reduce your potential IHT liability.

  • Specialist services
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    International Investment Management

    If you are a UK-domiciled individual working abroad, a high net worth resident of the Channel Islands, or an international client living in the UK or abroad we specialise in providing bespoke investment solutions that are tax efficient and flexible. Working closely with your trustees, family office or professional advisers we can help you navigate the various tax, regulatory and practical challenges of being a global citizen.  

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    Court of Protection & Personal Injury Investment Management

    If you, or someone close to you, have received damages from a negligence or injury claim it is important to invest this compensation wisely so that it provides sufficient returns for a lifetime of care and support. At Investec, we have a dedicated and highly experienced investment team who specialise in supporting the long-term financial wellbeing of people who have received compensation awards.

Discover how we work to support your needs

  • We’re never far away

    We might be a global investment business but with 15 offices located all around the country we’re never far away. Being local has always been important to us as a business because investing isn’t just about where we place your funds, it’s also about spotting opportunity. Being on the ground helps us understand the local landscape, to be tuned-in to local communities and networks and as a result to be better able to support your wider needs.

  • Extensive and unique research capacity

    Our Global Investment Strategy Group brings together our leading strategic thinkers, and some of the world’s top experts, to ensure the management of your portfolio is based on a comprehensive global macroeconomic outlook. We also employ a dedicated in-house Research Team, seek specialists and career analysts, utilise quantitative tools, buy the best research, and routinely undertake detailed due diligence to ensure we are always choosing the right investments on your behalf.

  • Refreshingly human

    When you invest with us you’ll be dealing directly with the person making the investment decisions for your portfolio, which means nothing is lost in translation. If you appreciate people who believe in building long-lasting relationships, straightforward in all their dealings with you and that are fully invested in helping you achieve your goals, then Investec could be a great fit.

  • Supporting your personal values

    Ensuring your investments mirror your personal values is key to many people. At Investec, whilst the investment decisions we make are guided by environmental, social and governance considerations, investing the time to understand your views and to be guided on the investments that best align with your values is something we take very seriously.

  • No preconceptions, no bias

    With Investec you’ll never be shoe-horned into an investment solution that isn’t suited to your needs. We simply don’t do preconceptions and we don’t do bias. We know your needs are as individual as your attitudes and your ambitions, which is why we believe in starting every new relationship with a blank sheet of paper. It’s a philosophy we also carry forward into the investments we make, with a broad expanse of the market at our disposal from which to choose the right investments to meet your objectives.

  • Out of the Ordinary service

    At Investec, we’re passionate about what we do because we know how important financial wellbeing is to the lives of our clients. We pride ourselves on delivering an Out of the Ordinary level of service, and going the extra mile for our clients isn’t the exception, it’s the rule; which means you can expect us to put in more effort, more mileage, and more care into the way we support your needs.

Middle-aged man sitting in a rocking chair at his window petting a cat

Investec have been crucial in helping us to understand the issues involved in our own investment portfolios and we have benefitted greatly from the meetings which we have had with them.

Grant, Scotland (name changed to protect anonymity)

Investor looking back while relaxing on rubber ring in the sea
Private Insight

Looking back

A 60-year-old investor's advice to his 16-year-old self - It is not the sort of thing they tell you at school, but when you leave and make your way in the world as an adult, money will be part of the core curriculum

Article

5 min read

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Useful downloads

An introduction to our Wealth & Investment services
Management Services for Clients – Why Investec Wealth & Investment

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