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Put simply, Investment Management is the total oversight of a portfolio and its handling. As well as buying and selling assets, Investment Managers will plot the future course for investments, devising strategies to achieve goals laid out by their clients.
Be it individual investors or large corporations, our Investment Management experts build investment portfolios appropriate for the needs of each individual client. This allows us to be agile and responsive, while offering greater resource, depth of expertise and more robust systems than smaller firms.
Helping you to meet your personal goals is at the heart of what we do. It’s the reason why we are trusted by tens of thousands of clients to manage over £40.7 billion of their hard-earned assets¹. From young entrepreneurs to active retirees enjoying the rewards of a lifetime's work, we’re helping people to 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 management services to see which one might best suit your needs.
¹ Figures correct as at 31 March 2023.
Ideal if you’re looking to preserve or grow your wealth or if you want to draw a regular income, but don't have the knowledge, time or appetite to handle your own investment management. We can help with choosing your investments, ensuring that we react quickly to any changing market dynamics. We will keep you well informed at all times, supporting your personal investment needs so you can get on with life.
Ensuring that as much as possible is left to important people or causes – 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.
We specialise in providing bespoke investment solutions that are tax efficient and flexible for International clients. Working closely with your trustees, family office or professional advisers, we can help you to navigate the various tax, regulatory and practical challenges of being a global citizen.
If you or someone close to you has 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. 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.
We might be a global investment business but, with 15 offices located around the UK, we’re never far away. Being local to our clients 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 to understand the local landscape, be tuned in to local communities and networks and be better able to support your wider needs as a result.
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 identifying new opportunities for our clients' portfolios.
Invest with us and you’ll deal directly with the person making the Investment Management decisions for your portfolio. Nothing is lost in translation. We’re a great fit if you appreciate long-lasting and straightforward relationships with people who are fully invested in helping you achieve your goals.
Certainty that investments mirror personal values is important to many people. While 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 that we take very seriously.
We’ll never shoehorn you 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 that 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 which we also carry forward into Investment Management. With a broad expanse of the market at our disposal, we can choose the right investments to meet your objectives.
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 excellent level of service. Going the extra mile for our clients isn’t the exception, it’s the rule. You can expect us to put more effort, more mileage and more care into the way in which we support your needs.
They've 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.
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Our charges are very competitive by industry standards and encompass all the portfolio investments, including those held within ISA wrappers. We charge no additional ‘wrapper’ fees, unlike some providers.
No routing via a call centre, no group email that doesn’t go anywhere. Your dedicated investment manager will act as a single point of contact, supported by a close-knit team. Initial and regular face-to-face meetings are encouraged, ensuring that we remain in touch with your objectives. We’re more than happy to be joined by any trusted adviser.
Daily updated valuations and transaction histories can be viewed through our Online Portfolio Valuation Service via a secure website. As well as a secure online account, you can also use the Investec App to track your portfolio when on the move.
We provide confirmation and explanation of every investment, helping you to clearly understand our strategy and methodology. Valuation reports are produced quarterly, providing a market view, while we can also create specific statements that suit you. An Annual Report will summarise all transactions undertaken and capital gains realised over the preceding 12 months. The report also includes a Consolidated Tax Voucher detailing all dividends and interest received plus any tax deducted at source. This is acceptable to HMRC and can be used to complete self-assessment returns.
Best Discretionary Fund Manager
2021 and 2022
Gold rating for our Discretionary Fund Management service
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.