Discretionary Fund Management for Financial Advisers
What do you do when your client needs investment management? Outsourcing may be one of the best solutions.
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.
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.
The Financial Conduct Authority has made some important changes to the way clients receive and pay for financial advice. The changes come from the Retail Distribution Review which took effect on 31st December 2012. To read how this affects private individuals who are clients of Investec Wealth & Investment, read here