List of Companies

Investec Wealth & Investment

  • Min. account size

    £250,000
  • Company type

    Private Bank
  • Ownership

    Listed on stockmarket
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1827

Key person:

Chris Sandford Investec
Chris Sandford

Business Development Director

Investec Wealth & Investment Factfile

IW&I is one of the UK's leading investment management companies. We have worked closely with clients and their trusted advisers for many years - be they individuals, companies, trusts or pension funds. Our bespoke service is highly flexible and can be applied to almost any investment medium, including ISAs, offshore bonds, pension funds, charities and trust assets. We believe that a personal touch and high quality service are paramount and our nationwide presence allows us to extend that offering to our clients across the UK.

Portfolio types Bespoke
Composition Mixed, sustainable / ethical
Investment classes Equities, ETFs, hedge funds, FX, funds, bonds, structured products, private equity, commodities
Contact person Investment manager
Min. account size £2,000,000
Contact person Investment manager
In-house service
Services Inheritance planning, retirement planning, trusts, offshore structures, financial planning
Charging structure Within account fee, flat fee per service
Portfolio lending
Ethical investing
Philanthropy

  LESS DETAILS