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 £41 billion of funds under management, including £3.3 billion managed on behalf of Charities (as at March 2023) 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 - on average our charities team members have 19 years of investment management experience (June 2023). 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