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How Click & Invest came about

Jane Warren shares why we’re expanding the Investec traditional wealth management service into a digital one.

Topic: Investing

Investec has always had its eye on digital so most people were not surprised when we announced that we were developing Click & Invest.

We saw a trend for online execution-only investment services, where customers made their own investment choices and selected to invest in funds they liked the look of. But our team thought that with the wealth of experience Investec has to offer, we could offer something more.

Our experience is at your service

Throughout its history, Investec Wealth & Investment has always been service led, and it remains at the heart of everything we do today. Supported by our dedicated in-house Research Team, our investment expertise goes back almost two centuries. This is what puts us in a distinctive position to help our clients and make managing their investments as simple as possible.

It was this level of service and investment expertise that we wanted to take into the digital world – to give online access to our expert Investment Team. We want to share our knowledge with people who don’t want to invest the same amounts as those who would traditionally be served by a Wealth Manager.

Intelligent advice and active management

With Click & Invest you can look forward to intelligent advice and an investment portfolio that is created for you and your investment goals. This will be continuously managed by our specialist Investment Team, who with the support of our expert Research Team, will make decisions on your behalf using their assessment of market insights to help you achieve your investment goals.

An exciting future

All in all, expanding from the traditional wealth management service into a digital one, has taken careful consideration and planning to ensure we deliver the best service for you. Now with launch approaching, we are working hard to test our systems and processes to make sure they work together properly in order to provide the best service. This is an important part to bringing our service to life and we can’t wait to deliver Click & Invest.

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