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Investec Wealth & Investment is one of the UK's leading investment management companies. 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. We believe that a personal touch and high quality of service are paramount and our nationwide presence allows us to extend that offering to our clients across the UK.
| Contact person | Relationship manager |
| Portfolio types | Model, bespoke |
| Composition | Fund, direct, mixture, ethical |
| In-house service | |
| Pension advice | |
| Tax efficient investments | |
| How we charge | Within account fee |
| Contact person | Relationship manager |
| Fee structure | Annual fee |
| Min. account size | £1,000,000 |
| Portfolio lending | |
| Mortgages (residential) | |
| Typical minimum mortgage | £1,000,000 |
| Other finance | Jet, yacht, art |
| Online dealing | |
| Timezones | UK |
| Margin accounts |
| Retail banking | |
| Ethical investing | |
| Philanthropy |
