Investec

I was sold a vision of bespoke wealth management but what I received felt more like a standardised service with a premium price tag. My so-called personalised portfolio looks suspiciously similar to their model portfolios. Returns have been below benchmark. Currently considering switching to a different provider.

I've been a client of Investec for four years. The portfolio management is solid with consistent risk-adjusted returns. Quarterly reports are comprehensive and my advisor is always available for questions. The one area I'd improve is their digital experience - the portal feels outdated compared to newer firms.

As an investor with a substantial portfolio, Investec provides the level of service and sophistication I expect. Their access to alternative investments and private equity is a differentiator. The annual strategy day is valuable. Only dock one star because reporting could be more frequent.

Investec helped me create a comprehensive plan when I received a significant inheritance. They guided me through tax implications, investment allocation, charitable giving, and estate planning. Two years later, my wealth has grown substantially and I have complete confidence in the strategy. Truly life-changing advice.

Investec provided a holistic financial plan covering investments, tax planning, estate planning, and pension consolidation. Everything is integrated and makes sense as a complete picture. My portfolio has performed well and the tax savings alone have more than covered the advisory fees.