Why choose Investec Wealth & Investment?

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

 

Investec Wealth & Investment is one of the UK's leading investment management companies, with responsibility for £38 billion* of client assets. We have worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

 

Our services are the result of that expertise, and allows us to deliver a comprehensive range of investment options to our clients - be they individuals, companies, trusts or pension funds.

 
* as at September 2019

Expertise

The bringing together of Rensburg Sheppards and Williams de Broë, combined with the strength of the Investec group, has allowed Investec Wealth & Investment to further enhance its wide-ranging expertise and service delivery.

 

The depth and breadth of Investec enables us to offer a broad range of services that in turn help our clients enjoy an extensive pool of investment opportunities from around the world.

Resource

Composed of experienced, unbiased, professional advisers, Investec Wealth & Investment is well equipped to give you the advice you need on all aspects of investment management as well as financial planning.

 

This includes the mitigation of inheritance tax, retirement planning, pensions, funding for education, life assurance and offshore investments.

Insight

Our in-house research team also sets us apart from our competitors and their role is critical.

 

As part of Investec Wealth & Investment, their single purpose is to better inform our Investment Managers, to bring their expert knowledge and advice to enable us to devise and implement investment portfolios that are best equipped to withstand market volatility and economic climate changes.

Location

We have 15 offices throughout the UK (Bath, Belfast, Birmingham, Bournemouth, Cheltenham, Edinburgh, Exeter, Glasgow, Guildford, Leeds, Liverpool, London, Manchester, Reigate and Sheffield) and are always quick to respond to market changes and challenges.
Investec Wealth & Investment has the ability to invest globally, think nationally and act locally on behalf of our clients.

Investec Wealth & Investment are recognised industry leaders

Investec awarded Defaqto 2018 5 star ratings

Defaqto 2018 – Five-star ratings awarded to both our bespoke and managed portfolio services.

Investec awarded Gold service rating by Defaqto 2017

Gold service rating given to our Discretionary Fund Management services.

Investec given 3D Award by Asset Risk Consultants

Asset Risk Consultants (ARC) 3D Award given for our commitment to transparency, engagement and integrity.

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