ICAS Principal Partner: Investec Wealth & Investment
Investec Wealth & Investment is one of the UK's leading investment management companies, with responsibility for over £27.5 bn* of client assets.
About Investec Wealth & Investment
The firm’s foundation goes back to 1827 and our history is closely linked to the development of the financial sector in the United Kingdom. Historic stockbroking firms Rensburg, Carr Sheppards Crosthwaite and Williams de Broë form a proud part of our DNA.
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, intermediaries, companies, trusts or pension funds.
Investec Wealth & Investment is ideally positioned to help our direct and intermediary clients meet their long-term investment objectives. Many of our Investment Managers have been with us for over two decades, so you can be sure that the level of expertise available to you is of the highest quality and that our people are sincere about forming a long-lasting business relationship with you.
Personal service is at the heart of everything we do and we make it our highest priority, one of our ‘enduring values’.
The team you meet from the outset are the same people who will work on answering your wealth management requirements day to day, and with whom we hope you will develop a close working relationship. Longevity of relationships is key for us, with many of our clients having been with us for over 20 years. Your Investment Manager takes responsibility for day-to-day decisions regarding your portfolio in accordance with previously agreed objectives, which is known as our discretionary service. In addition we also offer an advisory service where we work in conjunction with you.
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.
What we do
To complement our investment management service, we can also provide financial planning solutions including retirement planning, estate & succession planning, pensions, SIPPs, ISAs and offshore bonds.
We believe each individual client has unique requirements and needs. Yet, at the same time, we employ technology and intellectual rigour to ensure our investment process and approach is right up-to-date. We believe that both of these ingredients are essential in a successful wealth and investment management firm.
*As at March 2016
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The views expressed are those of the partner and not necessarily those of ICAS.