Services Provided
- Discretionary
- Advisory
Location
- 16 UK Locations
Investment
- Wealth Manager, Investment Manager
- Founded 1827 (IWI)
Pooled Accounts
- Not offered
Segregated Accounts
- Minimum Account £1M
- Assets Under Management £4.2B
- Number Of Clients 1100
About Investec Wealth & Investment (UK)
Our ambition is to help charities make a bigger impact.
Investec Wealth & Investment (IW&I) is part of the Rathbones Group Plc. We have approximately £42 billion of funds under management, including over £3 billion managed on behalf of Charities (as at March 2024) across the UK. IW&I has a specialist charities team who are familiar with the complex issues facing the not-for-profit sector. Please note that the data provided relates just to IWI UK, unless otherwise stated.
Our Philosophy
As one of the largest discretionary fund managers for charities across the UK, we have been dedicated to looking after Charities for over 80 years and have built up a proven track record of strong investment performance for Charities and their beneficiaries.
We have over 1,100 Charity clients, covering a wide range of sizes and types, but our extensive experience across both has enabled us to provide each of them with a truly tailored solution to meet their individual requirements.
Our commitment to you can be summarised as follows:
A personal service – your Investment Managers will be on hand to discuss your values and ambitions, which will be taken on board and help shape the investment decisions made on your behalf. We believe the best outcomes are obtained when you deal directly with the people making decisions on your portfolio.
Understanding – you will be supported by a team who have chosen to work in this sector because it aligns with their values. Our Investment Managers have often been Trustees themselves.
Experience – you will benefit from the considerable collective experience of our team. This experience helps us build long-term partnerships with our clients.
Tailored portfolio management – we know that one size does not fit all, so to reflect your requirements your portfolio has to be designed with your specific needs in mind.
Disciplined investment process incorporating ESG risk factors – led by our in-house research team, we strive to deliver the performance that you and your beneficiaries require.
To find out more on how our dedicated team of charity experts could help you, please do not hesitate to contact us.
With Investment, your capital is at risk.
The value of investments and the income derived from them can go down as well as up and you may not get back your initial investment.
Member firm of the London Stock Exchange. Authorised and regulated by the Financial Conduct Authority. Investec Wealth & Investment Limited is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street, London EC2V 7QN
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Are We There Yet
01.07.2022Our Philosophy
Our investment philosophy can be summarised in four ways.Research based. Our guiding principle is that markets are far from perfect and that a research-based approach will reveal these imperfections and provide the best overall results in the long term.
Active. This allows us to exploit such opportunities through a policy of active rather than passive management, albeit we are long-term investors not traders. We only invest in passive tracker funds where we think the benefit and cost of this approach is right.
Flexible. Our investment philosophy is not slavish to any single ‘style’ such as growth, value or momentum. Over many years we have found that a disciplined approach to asset allocation and stock picking (described in a subsequent section), coupled with a flexibility to embrace change, has given us a good long-term performance track record.
Collegiate. Our investment process is designed to enable each investment manager to interpret our house view of the markets and their prospects, within the unifying influence of our collegiate structure, and for the benefit of individual clients within their agreed parameters.
Portfolios are independently monitored in various ways to ensure consistency with the house view and each client’s objectives and risk thresholds.