Investec Wealth & Investment

Service provider
Investment Manager
Min. account size
£250,000
Ownership
Listed on stockmarket
Size of wealth manager
Large
Founded
1827
Size
Global

Investec Wealth & Investment Factfile

Chris Sandford Investec
Chris Sandford
Business Development Director

IW&I is one of the UK's leading investment management companies. We have worked closely with clients and their trusted advisers for many years - be they individuals, companies, trusts or pension funds. Our bespoke service is highly flexible and can be applied to almost any investment medium, including ISAs, offshore bonds, pension funds, charities and trust assets. We believe that a personal touch and high quality service are paramount and our nationwide presence allows us to extend that offering to our clients across the UK.

Portfolio types Bespoke
Composition Mixed, sustainable / ethical
Investment classes Equities, ETFs, hedge funds, FX, funds, bonds, structured products, private equity, commodities
Contact person Investment manager
Min. account size £2,000,000
Contact person Investment manager
In-house service
Services Inheritance planning, retirement planning, trusts, offshore structures, financial planning
Charging structure Within account fee, flat fee per service
Portfolio lending
Ethical investing
Philanthropy

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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