0800 014 9650
Stockport, SK4 1HW National House, 80-82 Wellington Rd North

Pride Planning Trust fund manager

Investec Wealth & Investment is one of the UK's leading investment management companies with a history that goes back to 1827, with responsibility for approximately £30.6 billion (as at 30 Sept 2016) of client assets. Their service offerings are the result of that expertise, allowing them to deliver a comprehensive range of investment options, be they individuals, companies, trusts or pension funds.

Investec Wealth & Investment are authorised and regulated by the Financial Conduct Authority (FCA) and are committed to maintaining the highest standards of client protection.

Expertise

Investec have an extensive and proven track record achieved over the last 20 years to devise bespoke, transparent and flexible investment management solutions to help the Pride Planning Trust achieve optimal returns on capital and advise on the most efficient use of the Pride Planning Trusts assets and long-term fund strategy.

Investec are a firm with credibility that are out of the ordinary.

Trusted Advisor Partnership

Values & Culture Focus

Values & Robust Investment Process

Quality Of Research Function

Right Size For Clients

Strong Brand & Reputation

Investment spread 2017

Fixed Interest 8.83%

 

Equities 71.90%

 

Property 3.15%

 

Alternative Assets 14.43%

 

Cash 1.70%

Funeral Director or business partner looking to work with Pride Planning?