Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Investec Wealth & Investment

  • Min. account size

  • Company type

    Wealth & Investment Management
  • Ownership

    Listed on stockmarket
  • Size of wealth manager

  • Size

  • Founded


Key person:

Michael Winson

Divisional Director

Investec Wealth & Investment Factfile

Whatever personal goals and ambitions you have in life, knowing where you stand financially and knowing what this empowers you to achieve, is key to a life well-lived. We are one of the UK’s leading wealth management companies, trusted with managing over £44.3 billion (as at September 2021) of our clients’ money. We take great pride in our relationship based approach to Financial Planning and Investment Management, and our purpose to make a tangible and meaningful difference to you and your family. With an investment heritage dating back to 1827, we’re built for the long term, and have been entrusted by generations of our clients for nearly 200 years.
With investment your capital is at risk.

Portfolio types Bespoke
Composition Mixed, sustainable / ethical
Investment classes UK and International Equities, ETFs, hedge funds, funds, bonds, structured products, private equity
Contact person Investment manager
Min. account size £500,000
Contact person Investment manager
In-house service
Services Inheritance planning, retirement planning, trusts, offshore structures, tax planning, estate planning, life stage planning
Charging structure Within account fee, flat fee per service
Portfolio lending


Who is your best manager?
Who is your best manager?