Discretionary Fund Management for Financial Advisers

Our Discretionary Fund Management (DFM) team works in partnership with financial advisers in providing their clients bespoke investment solutions.

We take a customised approach to investment, working closely with financial advisers to design a portfolio to suit individual client objectives and levels of risk.

As part of this, we can manage investments within a range of specialist wrappers, including pensions, SIPPs, ISAs and offshore bonds which we offer as part of a broader investment portfolio.

To find out more, select your user type:

Financial Advisers

Our Discretionary Fund Management (DFM) service works in partnership with you on behalf of your clients.

Financial Advisers

Clients of Financial Advisers

Expert investment management in partnership with your financial adviser.

Clients of Financial Advisers

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

The Financial Services Authority has made some important changes to the way clients receive and pay for financial advice. The changes come from the Retail Distribution Review with took effect on 31st December 2012. To read how this affects clients of financial advisers who use the services of Investec Wealth & Investment, please click here.

Contact our Business Development Team

Chris Sandford

Business Development Director, Southern Offices

Address: Work 2 Gresham Street London London, EC2V 7QP United Kingdom

Chris is the key contact for new client enquiries for Investec Wealth & Investment (formerly Rensburg Sheppards). Chris ensures that potential clients are directed to the most suitable investment manager in London and the South East, or in our regional offices around the country.

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Angela Cruise

Business Development Director

Address: Work 100 Old Hall Street Liverpool Liverpool, L3 9AB United Kingdom

As the firm’s north-west representative for the Financial Adviser market, Angela has been instrumental in developing its tailored Financial Adviser proposition, designed to work in partnership with financial advisers.

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