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Investment Management for Financial Advisers

Outsourcing may be one of the best solutions.

What do you do when your client needs investment management?

Investec Wealth & Investment (IW&I) has worked closely with Financial Advisers for over twenty years and has gained a unique understanding of the specific needs of advisers and their clients. Our aim is to help make your life easier.

Our bespoke Investment Management Services have been specifically designed to work in
conjunction with you for the management of your client portfolios. We can provide Investment Management for all scenarios across a range of investment wrappers, such as ISAs, offshore bonds, SIPPs, pension funds and trust assets.

So why not explore the sections below to see what IW&I Investment Management Services can do for your clients?

Visit the IW&I Website

Discretionary Portfolio Management

Tailored discretionary portfolio's supported by dedicated, personal Investment Manager relationships for portfolios that would typically be greater than £150,000

AIM Portfolio IHT Plan

A portfolio service specifically designed to protect your clients' assets from inheritance tax. Suitable for investments above £50,000

More info

Master Portfolio Service

A collective based service with a choice of six defined model portfolios for investments from £50,000

Platforms   

Risk adjusted platforms designed to suit a broader range of your clients

More info

Risks

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.