There are no ‘typical’ clients

Your journey and story is unique. You have your own distinctive needs, aspirations, passions and purpose. What you’ll typically have in common is financial success, and an innate desire to continue exploring life’s rich opportunities – both personally and professionally. It is this success and individualism that our Private Office is designed to support and continue to drive forward. Our Private Office is suitable for individuals with more than £3 million in investable assets.

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What we do

Strategic Wealth Advisory

Offering a high-touch strategic and truly tailored service, the Private Office team work closely with clients to support their long-term objectives through bespoke investment management, financial planning and access to personal and corporate banking services where appropriate.

We pride ourselves in truly understanding the person behind the client.

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Ways this benefits you:

Access to a broad team of experts across financial planning, investment management and banking services.

Ensures future generations are considered through tailored legacy planning aligned to your goals.

Management and administration of companies, trusts and other tax structures, saving you time.

Ability to combine your personal financial objectives with your professional business goals (where applicable). 

A truly global approach to investing supported by our expert in-house research teams.

Provide protection against the two biggest risks to your wealth – taxation and inflation – through sound financial planning alongside expert investment management.

 

 

Financial planning

We ensure you are on track for the future you want for yourself and your family, by offering a tailored suite of financial planning solutions. It all starts with helping articulate the things that matter most to you.

By viewing each financial decision as part of a wider personal strategy, it helps to better judge the short and longer-term impact on your journey towards making your goals, your reality. 

 

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Wealth structuring

No one likes to pay tax on their hard-earned money, and few truly understand the intricacies of the UK tax system. With hundreds of reliefs available and a constantly changing rulebook, finding the best arrangements for you is the key to wealth structuring and tax-efficiency. We can help you navigate those complexities and identify the best structures to help protect, grow, and pass on your wealth. 

Passing on your wealth

Whether your motivation is supporting relatives and future generations, protecting vulnerable family members, or leaving a lasting charitable legacy – passing on your wealth is a highly emotive and complicated topic. It’s as much about what you want to do, as it is about ensuring your largest beneficiary isn’t the taxman. Working with you, we can help create a succession plan that combines flexibility with tax-efficient savings, providing a level of control that matches your needs.

 

 

Investment management

We deliver a comprehensive and personalised bespoke investment management service by creating portfolios to suit your unique financial objectives.

Our seasoned team of professionals build portfolios by carefully selecting a diverse range of global investments from stocks and bonds to alternative investments. We ensure that these are aligned with your risk tolerance and long-term investment objectives. 

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Strength of research 

Our Private Office team work hand in hand with our in-house investment research office to identify global, interesting and attractive opportunities that deserve to be considered in our clients portfolios.

Our teams ensure we stay ahead of market developments, identifying optimal, innovative opportunities and managing market risk.

Discretionary and advisory investment solutions

We can manage your portfolio on a discretionary basis, which means we save you time by managing day-to-day decisions on your behalf.

If you prefer to be more involved in decision-making, we can also manage your portfolio on an advisory basis. In this case, we would request your approval before any changes to your portfolio are made, which can be more appropriate for clients who wish to follow the transition of their portfolio more closely.

 

The value of investments and the income derived from them can go down as well as up and you could get back less than you originally invested. Your capital is at risk.

Who we work with

Our experience working with clients across different sectors and industries

Entrepreneurs and business owners

Entrepreneurs and business owners

If business is going great and you’re just looking for advice on how to manage your income and wealth most efficiently – whether that’s growth, investment, succession, or sale, talk to us.

Or maybe you’ve recently sold some or all of your business – but your passion to seek new opportunities is as strong as ever. You might want to start or invest in another business, mentor/advise as a Non-Executive Director or simply dedicate yourself to your family and interests. We can be your strategic partner to support you across everything that lies ahead.

City professionals

City professionals

As a partner or senior professional at your firm, you’re looking forward, not back. Whether you’re newly in position and focussing on the opportunities it unlocks, or a senior partner thinking beyond billable hours, we can help.

Corporate executives

Corporate executives

As a leader in your business, you want to seek new challenges – personally and professionally. Whether you want to use your expertise to build a long-term non-exec portfolio, invest in a new start-up, set up a family trust or simply save time when it comes to personal financial arrangements, we can help.

Financial professionals

Financial professionals

Responsible for a significant financial business, your time is of the essence. If you need to navigate the trading restrictions in your personal portfolios or implement strategies to complement your existing firm holdings, we can help.

People who have inherited wealth

Inherited wealth

You have been, or are due to be, left a significant inheritance. Whilst this can open up new possibilities, it can also pose its own responsibilities and challenges. Talk to us if you want to retire, invest in a business, start charitable giving, or live more comfortably whilst you work out what’s next. 

People dealing with a sudden wealth event

Sudden wealth event

There are many reasons for sudden wealth, such as a divorce settlement, a substantial lottery win or an athletic or entertainment contract. Sudden wealth comes with its own unique challenges and our Strategic Wealth Advisory services can help you make informed decisions, protect your wealth and secure your financial future. 

UK Resident Non-Domiciled Individuals

UK Res Non-Doms

Through Strategic Wealth Advisory, we can help you navigate the various tax, regulatory and practical challenges of living in the UK.

Our people

The Private Office team are seasoned professionals with a diversity of global wealth management and private banking experience. What they all have in common is an entrepreneurially-minded approach and a can-do attitude to support our clients’ needs. Your journey and story is unique. You have your own distinctive needs, aspirations, passions and purpose. What our clients have in common is financial success, and an innate desire to continue exploring life’s rich opportunities – both personally and professionally. It is this success and individualism that our Private Office is designed to support and continue to drive forward.

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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.