Portfolio Management

Your financial security depends on how your investments perform. Getting professional advice you can trust can make all the difference.

Backed by our solid investment and research teams, we are well placed to put together a bespoke portfolio designed around your needs.

When you work with us, you get access to our full range of Financial Planning services as well as our investment managers. It is this blend of financial planning and investment management under one roof that is at the heart of the Investec Wealth & Investment offering.

Operating across the UK, our skilled investment teams specialise in providing a comprehensive solution to achieve your long-term financial goals.

We draw on expertise from other internal teams as well, including our in-house Options division, in putting together a bespoke portfolio that caters to your specific needs.

With local offices up and down the country, our team is always available and happy to meet you either at your nearest office, your home or at another agreed location.

In fact, meeting you face to face is our first step in building a successful, long-term relationship with you. Together, we talk through your attitude to risk, your existing assets and your investment objectives.

We look at the big picture – what you have and what you want to achieve.

From there, your investment manager may take over responsibility for the management of your portfolio while ensuring your investments are structured in the most tax-efficient way.

Reassuringly, you retain a direct relationship with your investment manager. You can get in touch with them at any time to discuss your portfolio.

Our commitment to personal service is coupled with a modern approach to investing, backed up by:

• An online portfolio valuation tool for 24-hour access to your investments
• Regular valuations
• A full annual investment report
• Contract notes following every transaction