We have a responsibility to preserve and grow the wealth that is entrusted to us over the long term. We integrate environmental, social and governance considerations into our investment processes as well as actively engaging with the businesses that we invest in on behalf of you, our clients. 

Responsible investing and sustainability at Investec Wealth & Investment (UK) PDF

How we invest

Environmental, Social & Governance (ESG)

Our Environmental, Social and Governance policy outlines how we integrate ESG considerations into our investment process for direct equities and collectives.

Our ESG Policy PDF

How we engage

Stewardship

The purpose of the Stewardship Code is to enhance the quality of engagement between institutional investors and companies to help improve long-term returns to shareholders and the efficient exercise of governance responsibilities. We are pleased to remain signatories to the Stewardship Code.

Our Stewardship Policy PDF
Latest Quarterly Voting Summary PDF
Stewardship Report - H1 2023 PDF
Our Stewardship Code Report PDF

Engagement

Our engagement policy enables us to meet our requirements under the Shareholders Rights Directive II (SRD II). Integrations of shareholder engagement within Investec Wealth & Investment (UK)'s investment strategy is important to us and we regularly engage directly with company boards outside of the traditional AGM cycle on a wide range of matters.

SRD II Institutional Investor Disclosure PDF

Previous disclosures are available on request.

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.