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Investment Management for Clients of Financial Advisers

Expert investment management in partnership with your financial adviser

When it comes to your financial future, it pays to trust the experts. We work closely with your financial adviser in providing our Investment Management Service to you.

How our Investment Management Service works

Your Financial Adviser will undertake the important role of establishing with you exactly what you need, and would like your investments to achieve.

Based on your financial adviser's detailed understanding of your personal circumstances, objectives, knowledge and experience, attitude to risk and capacity for loss they will recommend the most suitable approach for you. Your dedicated investment manager will then create an investment strategy tailored to your unique requirements.

Your portfolio will be managed on a discretionary basis, once your portfolio is established your investment manager will be responsible for all of the day-to-day decisions to ensure that your portfolio adheres to your agreed investment mandate. You can then relax, knowing your money is being looked after by investment professionals.

Peace of mind

We’re committed to the highest standards of client protection. Client assets are held in our wholly owned nominee company to ensure that these are kept separate from IW&Is assets and those of the wider Investec group.

Our Investment Management professionals

Our Investment Managers are highly qualified, experienced investment specialists with the knowledge and expertise to make sophisticated investment decisions even in the most unpredictable markets.

Stay informed

We understand the importance of regular communication and in addition to printed valuations and updates you can access portfolio valuations and commentaries at any time with our Online Portfolio Valuation service.

We can incorporate existing investments and traditional assets, as well as consider alternative investments

A choice of six defined model portfolios for investments from £50,000 upwards

Click on the link below to access online services

Find out more

For more information on how our Investment Management Services can benefit you, please contact your personal financial adviser.

Risks

The value of investments and the income derived from them can go down as well as up and your clients may not get back their initial investment.

The Financial Conduct Authority has made some important changes to the way clients receive and pay for financial advice. The changes come from the Retail Distribution Review which took effect on 31st December 2012. To read how this affects financial advisers who are clients of Investec Wealth & Investment, please click here.