Our approach to wealth management is a powerful combination of two distinct but complementary services: Financial Planning and Investment Management. You can access either one on its own but together they make a completely holistic approach to looking after you and your money.
The specific role of our Financial Planners is to get to know you and understand your life goals and objectives before recommending a tailored financial plan to help get you there.
Our Investment Managers have a different focus. They dedicate themselves to investing your money effectively so that you have the funds to meet your goals. They will build an investment portfolio based not only on your needs, but also on your appetite for risk, capacity for loss, and your timeline.
Read on to find out more about private wealth management with Investec, including further details on the services we offer, their benefits and why you can trust us to provide sound, expert advice.
Whether you are looking to grow your capital, generate an income or preserve your wealth, our Investment Managers will put your money to work for you. They’ll place it in tailored portfolios designed to give you confidence in achieving the future you want, because putting your interests front and centre lies at the very heart of our investment approach.
Our recommendations are always made-to-measure for you, based on your personal circumstances, and never off-the-shelf. We take care to balance the potential risks and returns so you can have peace of mind knowing your investments are working hard and smart for you.
Wealth management allows you to put together a plan so that your finances can support your ambitions in life. And that can mean different things to different people. For example, you might be approaching your later years and seeking advice on how you can prepare for retirement or the steps you can take to provide for your loved ones.
You may be one of the 15.6 million UK adults who have more than £10,000 in investible assets, or you might be thinking about making your money more tax-efficient. Our wealth management services cover all of the above and more, and our expert team will be more than happy to discuss your needs and goals.
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