Investec Wealth & Investment

Services Provided

  • Discretionary
  • Advisory

Location

  • 16 UK Locations

Investment

  • 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

Our ambition is to help charities make a bigger impact.

Investec Wealth & Investment (IW&I) is the UK arm of Investec Group’s investment management division and wholly owned by our London-listed parent company. We have approximately £41.1 billion of funds under management, including £3.3 billion managed on behalf of Charities (as at March 2021) across the UK. IW&I has a specialist Charities team who are familiar with the complex issues facing the not-for-profit sector.

Our Philosophy

As one of the largest discretionary fund managers for charities across the UK, we have been dedicated to looking after Charities for over 80 years and have built up a proven track record of strong investment performance for Charities and their beneficiaries. To deliver consistently strong performance for charities, we aim to generate risk adjusted, incremental excess returns.

Our Charity clients range in size and sector, but our extensive experience across both has enabled us to provide each of our 1,150 Charity clients with a truly bespoke solution to meet their individual requirements.

Our commitment to you can be summarised as follows:

A personal service – your Investment Manager will be on hand to discuss your values and ambitions, which will be taken on board and help shape the investment decisions made on your behalf. We believe the best outcomes are obtained when you deal directly with the person making decisions on 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 - on average our charities team members have been with the firm for over 16 years (as of March 2021). The longevity of staff service helps us build long-term partnerships with our clients.

Bespoke portfolio management – we know that one size does not fit all, so to reflect your requirements your portfolio has to be designed with your specific needs in mind.

Disciplined investment process incorporating ESG risk factors – led by our in-house research team, we strive to deliver the performance that you and your beneficiaries require.

To find out more on how our dedicated team of charity experts could help you, please do not hesitate to contact us.

With Investment, your capital is at risk.

The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment.

Member firm of the London Stock Exchange. Authorised and regulated by the Financial Conduct Authority. Investec Wealth & Investment Limited is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street, London EC2V 7QN