Investec - Wealth & Investment Management

Investec Wealth & Investment is one of the UK's leading investment management companies, with responsibility for over £26.5 billion* of client assets.

We have worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Our services are the result of that expertise, and allows us to deliver a comprehensive range of investment options to our clients - be they individuals, companies, trusts or pension funds.

* as at September 2015

Expertise

The bringing together of Rensburg Sheppards and Williams de Broë, combined with the strength of the Investec group, has allowed Investec Wealth & Investment to further enhance its wide-ranging expertise and service delivery.

The depth and breadth of Investec enables us to offer a broad range of services that in turn help our clients enjoy an extensive pool of investment opportunities from around the world.

Resource

Composed of experienced, unbiased, professional advisers, Investec Wealth & Investment is well equipped to give you the advice you need on all aspects of investment management as well as financial planning. This includes the mitigation of inheritance tax, retirement planning, pensions, funding for education, life assurance and offshore investments.

Insight

Our in-house Research Team also sets us apart from our competitors and their role is critical. As part of Investec Wealth & Investment, their single purpose is to better inform our Investment Managers, to bring their expert knowledge and advice to enable us to devise and implement investment portfolios that are best equipped to withstand market volatility and economic climate changes.

Location

We have 15 offices throughout the UK (Bath, Belfast, Birmingham, Bournemouth, Cheltenham, Edinburgh, Exeter, Glasgow, Guildford, Leeds, Liverpool, London, Manchester, Reigate and Sheffield) and are always quick to respond to market changes and challenges.

Investec Wealth & Investment has the ability to invest globally, think nationally and act locally on behalf of our clients.

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Know Thy Money by Lama Farran

Home - What's the first step you need to accomplish before you can change any behavior ? You have to obviously be aware of the behavior in question. That is why financial awareness is crucial if you want to change the state of your money . Essentially, you need to have a crystal clear awareness of where you stand today so you can get to where you want to be. Here are a few tips that you can implement in order to increase your financial self-awareness: Know Thy Net Worth To calculate your net worth, you need to know the total value of your assets (what you own) and the total value of your debts (what you owe). The difference between these 2 numbers will represent your net worth. Read the full story here. Home

Investment opportunities are constantly arising, but which are the right ones for you? And what are the market risks?

Home - Can I fund the expansion of my business? How do I plan for passing my wealth to the next generation? Whatever the question, you're not alone. UBS can help you find an answer to those important questions that will shape your financial future and that of future generations. Our advisors take the time to understand you and your financial needs and goals and, together, build a plan to help answer your questions. A plan that is backed by a robust local product offering and the global network of resources and know-how of one of the world’s leading financial institutions. Read the full story here.

DIY Isa fund investing: the chart that can save you £14,000

Next year is expected to see an unprecedented rush into so-called DIY investing. Below we explain why you may feel the compulsion to manage your long-term savings more directly, by shifting them to a low-cost investment shop that allows you to pick your own funds. But before you take the plunge, it’s essential that you digest this chart – it could save you as much as £14,000 over 20 years. In short, the graph shows how the costs applied by the investment shop, which may be modest at the start, rapidly build up over decades. Related Articles My trick to finding funds you can buy and forget 20 Nov 2014 DIY investment vs leaving it to the 'pros' 15 Nov 2014 My top 10 tips for DIY investors 17 Feb 2014 Invest £100,000 in shares and take an annual income. How long till you're bust? 10 Nov 2014 This is how it works. You hand £10,000 to an investment shop and tell it you want to buy a certain fund. That fund will have a charge, ty

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