Investec Wealth & Investment

Services Provided

  • Discretionary
  • Advisory


  • 16 UK Locations


  • Wealth Manager, Investment Manager, Private Bank
  • Founded 1827

Pooled Accounts

  • Not offered

Segregated Accounts

  • Minimum Account £500K
  • Assets Under Management £32.8B
  • Number Of Clients 1195

About Investec Wealth & Investment

At Investec Wealth & Investment, our ambition is to help charities make a bigger impact. By partnering with us you will have direct access to a dedicated Investment Manager from our specialist Charities Team. Our commitment to you can be summarised as follows: • Specialist advice – your Investment Manager will be on hand to provide ongoing strategic advice whilst also managing your portfolio. • Understanding – you will be supported by a team who have chosen to work in this sector because it aligns with their values. Our Investment Managers have often been Trustees themselves. • Experience – you will benefit from the considerable collective experience of our team. • Bespoke portfolio management – your portfolio will reflect your requirements simply because it has been designed with your specific needs in mind. • Disciplined investment process incorporating ESG risk factors – led by our in-house research team to deliver the performance that you and your beneficiaries deserve. As part of the Investec Group, we are one of the largest and longest-established investment groups operating in the UK. To find out how our dedicated team of charity experts could help you, please do not hesitate to contact us. With Investment your capital is at risk.