INVESTEC WEALTH & INVESTMENT LIMITED

InvestecInvestec Wealth & Investment (IW&I) offers a comprehensive investment management service to private individuals, trusts, charities, international clients and independent professional advisors. Its history stretches back to 1827 and the company now has 11 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 £11.9* 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 Services Authority (FSA).

*As of March 2011. 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 an go down as well as up. You may not necessarily get back the amount you invested. 

Contact Details

Dawn Cowderoy
T : 01512 272 030
F : 020 7597 1000
website@investecwin.co.uk

External

Address

100 Old Hall Street
Liverpool
L3 9AB


 

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

DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.