Investec Wealth & Investment

Service provider
Private Bank
Min. account size
£500,000
Ownership
Listed on stockmarket
Size of wealth manager
Large
Founded
1827
Size
Global

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Investec Wealth & Investment Factfile

Joseph Sylvester
Joseph Sylvester
Investment Director

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
Questions to ask?

Questions to ask?

Where is client money held?
Do they offer third party investment ideas?
What we like

What we like

A leading investment specialist with boutique wealth team
Will work third parties specialists for financial planning
Backed by large investment research team

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Articles by Investec Wealth & Investment