Investor Presentaiton
Wealth & Investment
A leading private client wealth manager in the UK with £44.4bn funds under management
•
Our service offering
Financial planning advice
Our client groups
•
Our
distribution channels
Investment management, including bespoke portfolio management
Private clients, including HNW and International
Clients of professional advisors
Charities
•
Direct
Intermediaries
Investec Private Bank
defaqto
defaqto
EXPERT RATED
2021
GOLD
DFM Service
International recognition
3D
2022
INVESTEC WEALTH &
INVESTMENT LIMITED
AWARDED BY ARC
DFM Bespoke 2013-2021
defaqto
EXPERT RATED
Wealth Briefing EUROPEAN
AWARDS 2022
WINNER
UK WEALTH PLANNING TEAM
DFM MPS on Platform 2021
COLWMA
WINNER 2019
Charly estment feam at the Vinam
Investec Wealth & Investment
Investec
Key facts
Total FUM
£44.4bn¹
% UK Discretionary
% UK Direct
86%
c.83%
27%
Operating margin²
Average yield
Target Client
# of Offices
# of UK client relationships
# of UK IMS 3
# of UK FPS³
0.81%
> £250k
15
c.40,000
329
36
Focused move to discretionary wealth management - getting closer to CMD target of >90%
discretionary FUM within three years
Average income 4 as a % of FUM
%
£bn
CAGR: 7%
1
54
45
£44.4
7.2
0.8
6.5
36
8.3
0.6
8.3
5.5
27
0.87
0.4
0.83
0.87
0.85
0.81
18
35.2
37.2
28.6
30.8
27.6
0.2
6
0
2018
2019
■Discretionary
0
2020
2022
1
15
2021
Non-Discretionary and other
Comprises UK & Channel Islands and Switzerland. In October 2019, the Republic of Ireland Wealth & Investment business was sold to Brewin Dolphin. UK & Channel Islands comprises c.97% of total FUM. 2 The operating margin of the UK & Channel Islands business (as well as
Switzerland) was 25.3% at 31 March 2022. 3 Where IMs is investment managers and FPs is financial planners. 4 The average income yield on funds under management represents the total operating income for the period as a percentage of the average of opening and closing funds under
management. This calculation does not adjust for the impact of market movements throughout the period on funds under management or the timing of acquisitions and disposals (where applicable) during the respective periods
2018
2019
2020
2021
2022View entire presentation