If you’re looking to preserve or grow your wealth - or you want to draw a regular income but feel you don't have the time, knowledge or appetite to manage your own investments - then our discretionary investment portfolio management services are for you.
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.
With an Investec wealth management portfolio, we’ll ensure your investments reflect your individual goals and values, alongside your life-stage and the amount of risk with which you are comfortable. From choosing your investments to proactively preparing and reacting quickly to any changing market dynamics, you can be sure we will always be working to keep your portfolio perfectly positioned.
In simple terms, we do all the heavy lifting for you via considered, expert decision-making. In the meantime, you can can get on with life – and we’ll make sure to keep you in the loop every step of the way.
* Figures correct as of March 2021
While some investment firms like to place a relationship manager between you and your investment manager, at Investec 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, and you get to look the person investing your money square in the eye. It’s an approach that allows us to better understand your goals and to know how much detail we should go into when meeting to discuss your portfolio. As a client, it gives you the certainty that everything you discuss, from your ambitions to your values, will be taken on board and help shape the investment decisions made on your behalf.
A bespoke wealth management portfolio with Investec gives you access to one of the largest and most experienced investment management firms in the UK. The expertise of our research team will open up your portfolio to a wide range of carefully selected investment options, backed by institutional buying power. Because of that, you can have complete peace of mind of knowing we have the controls in place to ensure the suitability of any investment we make.
If you’d like to have an informal, no-obligation conversation about how we can help you preserve and grow your wealth via our portfolio management services, please get in touch.
Next, we’ll want to understand what your goals are for your money and what you want your investments to achieve over a certain period of time. More broadly, our investment portfolio management strategies focus on growth, drawing a regular income, or a balance of the two. We will discuss each option with you to help determine which one would best suit your circumstances.
We’ll get to know each other
Our bespoke portfolio management service is built on a personal relationship between you and your dedicated investment manager. Initially, we’ll look to get to know your personal circumstances such as your age, work and family situation, your time horizon for investing, whether there are any major life changes on the cards, your tax status, and your attitude to risk. We’ll also want to get a sense of how you’d feel about significant fluctuations in the value of your investments.
Choosing the right investment objective
Next, we’ll want to understand what your goals are for your money and what you want your investments to achieve over a certain period of time. More broadly, our investment portfolio management strategies focus on growth, drawing a regular income, or a balance of the two. We will discuss each option with you to help determine which one would best suit your circumstances.
Building your tailored portfolio
Once we’ve established your profile and objectives, our investment manager will work closely with our research team and draw on the expertise and knowledge of our in-house analysts to identify the investment opportunities that are the best fit for you. Normally, your portfolio will contain a number of different types of investments, (also called assets), each belonging to a particular asset class. We set out to construct a well-diversified portfolio made up of different asset classes in order to spread the risk.
Proactively managing your expectations
Your wealth management portfolio will be continually reviewed so that it reflects our best recommendations in the current market while remaining fully focussed on achieving your financial objectives. Your investment manager will always be available to make the appropriate changes to your portfolio as per any change of circumstances, and you’ll also receive regular reports so you know exactly how your investments are performing.
Learn how Investec Wealth & Investment portfolio management can help you on the next exciting stage of your financial journey.
I’ve been with Investec for over 20 years. I truly value having a personal adviser who I like and can trust, backed up by a huge firm monitoring investments all over the world.
Article
5 min read
Useful downloads
Learn more about managing your investments to match your life goals.