Insights

Established Expertise Investec Wealth & Investment boasts a long-standing history since 1827, demonstrating deep industry experience that can be leveraged to attract clients seeking reputable and trusted financial advisory services.

Broad Service Offerings With a comprehensive range of financial planning and investment management services including inheritance tax mitigation, pensions, offshore investments, and education funding, there are multiple opportunities to cross-sell specialized financial solutions.

Geographic Footprint Operating across 15 UK locations, the company's widespread presence allows for targeted regional outreach and personalized engagement with high-net-worth individuals and family offices in diverse markets.

Revenue Potential Generating revenue between $10M and $25M with a sizable team of over 1,000 employees, Investec Wealth & Investment presents a substantial client base with potential for upselling premium financial products and advisory services.

Market Position Competing with notable firms like Coutts and Julius Baer, Investec’s strong heritage combined with extensive global investment opportunities positions it well to attract clients from high-net-worth segments seeking personalized wealth management.

Similar companies to Investec Wealth & Investment UK

Investec Wealth & Investment UK Tech Stack

Media & News

Investec Wealth & Investment UK's Email Address Formats

Investec Wealth & Investment UK uses at least 1 format(s):
Investec Wealth & Investment UK Email FormatsExamplePercentage
First.Last@investecwin.co.ukJohn.Doe@investecwin.co.uk
90%
First@investecwin.co.ukJohn@investecwin.co.uk
7%
First.Middle@investecwin.co.ukJohn.Michael@investecwin.co.uk
2%
First.MiddleLast@investecwin.co.ukJohn.MichaelDoe@investecwin.co.uk
1%

Frequently Asked Questions

Where is Investec Wealth & Investment UK's headquarters located?

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Investec Wealth & Investment UK's main headquarters is located at 30 Gresham Street London, England United Kingdom. The company has employees across 4 continents, including EuropeAfricaAsia.

What is Investec Wealth & Investment UK's official website and social media links?

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Investec Wealth & Investment UK's official website is investecwin.co.uk and has social profiles on LinkedIn.

What is Investec Wealth & Investment UK's NAICS code?

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Investec Wealth & Investment UK's NAICS code is 52 - Finance and Insurance.

How many employees does Investec Wealth & Investment UK have currently?

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As of December 2025, Investec Wealth & Investment UK has approximately 1K employees across 4 continents, including EuropeAfricaAsia. Key team members include Head Of Sales: G. M.Head Of Commercial: J. W.Head Of Digital Change: S. B.. Explore Investec Wealth & Investment UK's employee directory with LeadIQ.

What industry does Investec Wealth & Investment UK belong to?

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Investec Wealth & Investment UK operates in the Financial Services industry.

What is Investec Wealth & Investment UK's email format?

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Investec Wealth & Investment UK's email format typically follows the pattern of First.Last@investecwin.co.uk. Find more Investec Wealth & Investment UK email formats with LeadIQ.

When was Investec Wealth & Investment UK founded?

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Investec Wealth & Investment UK was founded in 1829.

Investec Wealth & Investment UK

Financial ServicesEngland, United Kingdom1001-5000 Employees

Investec Wealth & Investment has a history that goes back to 1827, but our eyes are firmly fixed on your future.

The bringing together of illustrious names including Rensburg Sheppards and Williams de Broë, combined with the strength of the Investec group, has allowed Investec Wealth & Investment to consolidate its wide-ranging expertise and leading position.

The depth and breadth of Investec enables us to offer a broad service to our clients and access to an extensive pool of investment opportunities around the world. Meanwhile our commitment to providing out of the ordinary levels of personal service for our clients remains paramount.

As experienced, unbiased, professional advisers, Investec Wealth & Investment is well equipped to give you the advice you need on all aspects of investment management as well as financial planning services. This includes the mitigation of inheritance tax, retirement planning, pensions, funding for education, life assurance and offshore investments.

We have 15 offices, throughout the UK, at the following locations: Bath, Belfast, Birmingham, Bournemouth, Cheltenham, Edinburgh, Exeter, Glasgow, Guildford, Leeds, Liverpool, London, Manchester, Reigate and Sheffield.

Please bear in mind that the value of investments and the income derived from them can go down as well as up and that you may not get back the amount you have put in.

Section iconCompany Overview

Headquarters
30 Gresham Street London, England United Kingdom
NAICS Code
52 - Finance and Insurance
Founded
1829
Employees
1001-5000

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Investec Wealth & Investment UK's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Investec Wealth & Investment UK's revenue is estimated to be in the range of $10M$25M

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