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InvestecInvestec Wealth & Investment (IW&I) offers a comprehensive investment management service to private individuals, trusts, charities, international clients and independent professional advisers. Its history stretches back to 1827 and the company now has 15 offices throughout the UK. IW&I provides a broad range of services and professional advice to clients, whilst drawing on the group-wide international capabilities and knowledge of its parent, international specialist bank and asset manager Investec plc.

IW&I currently looks after 24 billion* of clients assets. With a focus on personal relationships and dedicated, accountable investment management, most new clients are attained through personal referrals. The firm embraces a philosophy that the best investment advice comes from the experience and capability of its people and the quality of its research.

Investec Wealth & Investment offers:

  • Discretionary and advisory investment management and fully comprehensive financial planning capability
  • UK and international multi-currency investment portfolios
  • Tax, pension, ISA, estate and succession planning
  • Onshore and offshore capabilities

In the UK, IW&I is authorised and regulated by the Financial Conduct Authority (FCA).

*As of December 2013. Before taking any action based on the information provided you should consult your usual broker or financial adviser. Past performance of an investment is no guide to its performance in the future. Investments or income from them can go down as well as up. You may not necessarily get back the amount you invested. 

Contact details

Mark Stevens
T : 020 7597 1683
F : 020 7597 1000
website@investecwin.co.uk

External

Address

2 Gresham Street
London
EC2V 7QN


 

Account opening
In order to open an account with Investec Wealth & Management for your client's SIPP with Suffolk Life, please contact our Account Opening Team on 01473 296905.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.