Investec Wealth & Investment (UK)

Website: https://www.investec.com/en_gb/wealth/financial-advisers/products-and-services/mps-on-platforms.html

Introduction

At Investec Wealth & Investment (UK), we understand that your client’s needs can be diverse and complex. That’s why we offer a range of independently risk-rated investment strategies, including two Sustainable models, enabling you to choose the one most appropriate for your client’s varying needs and risk appetites. Our models are actively managed by a dedicated investment team, are one of the most competitively priced in the market and rated 5 stars by Defaqto.

Investec Wealth & Investment (UK) became part of Rathbones Group Plc in September 2023 to form the UK's leading discretionary wealth manager.

Models

Investec W&I Defensive (Low Risk Balanced)

Investec W&I Cautious (Low/Medium Risk Balanced)

Investec W&I Cautious Plus (Low/Medium Risk Growth)

Investec W&I Balanced (Medium Risk Balanced)

Investec W&I Income (Medium Risk Income)

Investec W&I Growth (Medium/High Risk Growth)

Investec W&I Sustainable Balanced (Medium Risk Balanced)

Investec W&I Sustainable Growth (Medium/High Risk Growth)

Rebalance schedule

Quarterly (or ad hoc as necessary)

Charges

0.20% - we do not charge VAT

Consumer Duty

Fair Value and Target Market Information can be found here

Contact

Simon Taylor: simonj.taylor@investecwin.co.uk / MPSonPlatforms@investecwin.co.uk

07720 810327

Legal disclaimer

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