Cross-border investment provider
Investec Wealth & Investment International
Listed for comparison
Discretionary investment manager for international and offshore portfolios, including non-UK-domiciled clients. International and offshore investment management for non-UK-domiciled clients, via a network of international offices.
At a glance
- Provider type
- International discretionary investment manager
- Cross-border fit
- International and offshore investment management for non-UK-domiciled clients, via a network of international offices.
- Account / booking model
- International office and network model. The precise booking entity depends on the client’s jurisdiction.
- Investment model
- Bespoke international investment management across local and international markets. Where a security is domiciled is separate from where the account is booked.
- Currency capability
- An international wealth proposition, with access to Investec group FX and private-bank capabilities where relevant. That access is not described as automatic for every account.
- Custody
- Managed investment infrastructure. Current custody and platform arrangements vary by entity.
- Adviser model
- Bespoke discretionary investment management.
- Reporting
- Consolidated reporting is highlighted in a 2026 platform enhancement. Confirm what that report includes for the entity that would hold the account.
- Public minimum / segment
- Not publicly stated
Who it may suit
People comparing bespoke discretionary management for international or offshore portfolios. That describes the published focus. It is not a view on whether this provider is suitable for you.
Residence and client eligibility
International and offshore investment management for non-UK-domiciled clients, through a network of international offices.
A group can serve more than one jurisdiction through different legal entities. Account opening and advice permissions can depend on residence. Confirm current eligibility with the provider.
Where is the account legally held?
International office and network model. The precise booking entity depends on the client’s jurisdiction.
An account may be managed by a global brand but legally booked with a specific local or offshore entity. That can affect regulation, investor protection, complaints and tax reporting.
Where are the investments themselves domiciled?
Bespoke international investment management across local and international markets. Where a security is domiciled is separate from where the account is booked.
Three places can differ at the same time: where you live, where the account is legally booked, and where a fund, ETF, share or other security is established. This page does not turn that distinction into a tax conclusion.
Currency and FX
An international wealth proposition, with access to Investec group FX and private-bank capabilities where relevant. That access is not described as automatic for every account.
Multi-currency holding, the currencies available, and whether a conversion is required can each depend on the entity. Current FX rates and spreads are not published here.
Custody and execution
Managed investment infrastructure. Current custody and platform arrangements vary by entity.
Who holds the assets, who executes an order, and how settlement works can sit with different firms in the same group. A custody description on one page is not a protection that applies to every account.
Adviser and service model
Bespoke discretionary investment management.
Self-directed, advisory and discretionary services follow different permissions. Confirm which model would apply to your residence.
Reporting and tax support
Consolidated reporting is highlighted in a 2026 platform enhancement. Confirm what that report includes for the entity that would hold the account.
Statements, consolidated reports and tax schedules are records. They do not, by themselves, mean the provider calculates or files your tax.
Minimum and client segment
Not publicly stated.
A published band can apply to one service and not to another. Confirm the current minimum for the entity and the service you are comparing.
What happens if you move country
International and offshore investment management for non-UK-domiciled clients, through a network of international offices.
Keeping an account, adding money, receiving advice and buying the same investments can each change after a move. Confirm each one for the country you are moving to.
Fees and charges
Ask the provider for a full schedule covering advice, platform, custody, trading, FX, product and transfer costs.
Questions to ask
Can you serve someone resident in my country?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Which regulated entity would hold my account?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Where would my account be legally booked?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Can you continue serving me if I move again?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Which currencies can I hold?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
What FX costs apply?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
How are investments custodied?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Which markets and investments are available?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Do you provide discretionary, advisory or execution-only service?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Can I transfer existing investments in specie?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
What reporting is available?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
What tax reports do you provide?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Are there restrictions for US persons?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
What minimum assets apply?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Which investor-protection scheme applies?
Confirm the current answer with Investec Wealth & Investment International. It depends on the regulated entity, your country of residence and the investments involved.
Which regulated entity serves you?
International financial groups often operate through multiple regulated entities. The entity serving your account can determine the applicable regulator, investor protections, permitted products and whether the relationship can continue after a move.
Confirm the current group entity and the booking jurisdiction before treating a brand name as the firm that would hold the account.
Sources and review
Information is based on publicly available provider information reviewed by WiT Access. Jurisdictions, products, fees and eligibility can change. Reviewed 6 October 2026.
WiT Access provides general information and comparison resources. Nothing on this page constitutes investment, financial, tax or legal advice. Investments can fall as well as rise in value.
Request an introduction
This form asks WiT Access to pass an enquiry about Investec Wealth & Investment International. It does not mean a formal introducer agreement is in place, and it does not mean the provider can serve your residence.