Investment Management

Our investment management solutions are built around your financial goals.

When you choose us to manage your capital, you can expect a professional relationship built on trust, personal service and an approach that is specially designed to suit you.

Our suite of investment management services caters to a range of requirements:

Portfolio Management

Entirely bespoke and mainly discretionary investment management from a dedicated personal investment manager, for investments from £100,000 upwards.

Portfolio Management

Master Portfolio Service

A discretionary wealth management service styled on multi-manager, fund-of-funds approach typically for investments from £50,000 upwards.

Master Portfolio Service

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 private individuals who are clients 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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