If you’re looking to preserve or grow your wealth, or want to draw a regular income, but feel you don't have the knowledge, time or the appetite to manage your own investments, then a discretionary Investment Management service is probably for you.
Bespoke Investment Management is a comprehensive and highly personalised service where you allow us to use our professional discretion and expert knowledge to manage all aspects of your investment portfolio.
It’s bespoke because your investments will be a reflection of your individual goals and values, your life-stage and the amount of risk you are comfortable with and loss you can bear. 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 working to look after your portfolio. Which means we do all the heavy lifting for you, while you can get on with life
Investec Wealth & Investment manages £38 billion in client assets
Whilst 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 actually 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 portfolio with Investec will give you access to one of the largest and most experienced Investment Management firms in the UK. The expertise of our research team will give you access to a wide range of carefully selected investment options, institutional buying power, and the 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, please get in touch.
From initially understanding your personal goals for your money, to building and then managing your personal portfolio, every aspect of our Investment Management service is designed to be clear, straightforward and supportive of your individual needs.
We’ll get to know each other
Our Bespoke Portfolio Managment service is built on a personal relationship between you and your dedicated Investment Manager. We will look to understand 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, or what you want your investments to achieve over a certain period of time. More broadly, our investment strategies focus on growth, drawing a regular income, or a balance of the two, but think about it as a spectrum. We will discuss each option with you to help determine which one would best suit your circumstances.
Building your tailored portfolio
Your Investment Manager will now work closely with our Research Team, drawing 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 portfolio will be continuously reviewed so that it reflects our best recommendation in the current market and stays fully focussed on achieving your financial objectives. Your Investment Manager is always available so we can ensure that in the event your circumstances change we can adjust your portfolio accordingly, and you’ll also receive regular reports so you know how your investments are performing.
Learn how Investec Wealth & Investment can help you on the next exciting stage of your financial journey.
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Learn more about managing your investments to match your life goals.
