Investec Wealth & Investment
Wealth Management Services
Investec is an international bank and wealth manager with a defined purpose. We exist to create enduring worth for all our stakeholders – living in society, not off it.
Whether you are an individual, a business, or an intermediary acting for clients, our aim is to create and manage your wealth. While we operate as part of a large global group, we are able to deliver a personalised service locally in the UK with a number of offices in the North including in Sheffield.
Our Sheffield office traces its roots back to 1844. Our heritage was founded on providing excellent client service, which in turn built strong long-term relationships with clients and their advisers, and this approach carries on today. That heritage is now complemented by industry-leading research capabilities and state-of-the-art technology, allowing us to continue to offer exceptional Investment Management and Financial Planning services to our clients today.
We understand that each of our clients has a distinctive story and a unique set of needs. Whether you are building your business, growing your family, or creating your legacy, we take the time to understand your potential and leverage our years of experience to help you to achieve it. Through deep client relationships built on mutual trust, we help to make the extraordinary possible. We call it ‘Out of the Ordinary’.
We work closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of professional advisers to help deliver financial peace of mind.
Please remember that the value of investments and the income derived from them can go down as well as up and you may not recover your initial investment.