Delivering an out of the ordinary investment management service
Investec Wealth & Investment (IW&I) is delighted to be fully supporting Scotland’s Gardens Scheme. As a leading private client wealth manager in Scotland, we take support for such causes very seriously –they are important for us, the communities they serve and for our clients.
IW&I has had a presence in Scotland since 2008. The firm has two offices – in Glasgow and Edinburgh – and has grown into one of the country’s leading private wealth managers. In total, we have 85 number of staff in Scotland and a strong desire to grow and expand.
We offer an exceptional wealth management and financial planning services for private clients, families and trusts. Our success has been built though outstanding levels of client service and an unwavering focus on investment performance.
We offer a full investment management ISA portfolio service and can also advise and manage the investments within your pension fund. The basis of any portfolio management service is trust. We build trust by listening to your individual requirements and then creating a bespoke, tax efficient and flexible investment plan. We explain where we will invest, what risks are involved and how we will deliver.
We also know that reporting is very important to clients. We offer regular valuations and performance reviews from your individual investment manager. Our year-end tax packs assist greatly with the completion of your tax return.
IW&I has the financial strength, depth of expertise and research capability to successfully manage your investment plan to your investment objective and risk mandate. We passionately believe we are out of the ordinary – we would be delighted to show you how.
All investment carries risk and you may get back less than you invested.
Murray Mackay – Edinburgh office - 0131 226 5000
David Paterson – Glasgow office – 0141 333 9323