INVESTEC WEALTH & INVESTMENT LIMITED

Active
Company number 02122340Private limited companyIncorporated 1987

Key figures

£31,028,000
Net assets 2025

† INVESTEC WEALTH & INVESTMENT LIMITED filed these accounts on paper, so Companies House publishes them only as a scanned image. The figures for the years marked † were read automatically from the scan and kept only where the statements add up (for example net assets equal total equity), but a reading error is still possible — check the original accounts at Companies House.

Ratios

2025

Sector comparison

SIC 64999

Where the company stands among the 29,051 active companies whose first SIC code is 64999 (Financial intermediation not elsewhere classified).

Turnover£84,389,000
Higher than 92% · median £3,116,595 among 1,351 that publish turnover
Net assets£31,028,000
Higher than 96% · median £26,303
Total assets£56,332,000
Higher than 95% · median £100,766
Cash£45,259,000
Higher than 98% · median £55,678
Employees3
Higher than 75% · median 1
Company age39.6 years
Older than 96% · median 8.8 years
Largest in this sector by net assets
  1. 3I GROUP PLC£30.9bn
  2. VR FINANCE COMPANY£7.2bn
  3. F&C INVESTMENT TRUST PLC£6.2bn
  4. B.A.T. INTERNATIONAL FINANCE P.L.C.£5.9bn
  5. BARCLAYS ALDERSGATE INVESTMENTS LIMITED£3.6bn
  6. BARCLAYS INVESTMENT MANAGEMENT LIMITED£3.3bn
  7. GLQ HOLDINGS (UK) LTD£2.9bn
  8. ICG PLC£2.7bn
  9. ICG GLOBAL INVESTMENT UK LIMITED£2.6bn
  10. HGCAPITAL TRUST PLC£2.6bn

Positions are approximate. Figures come from each company's latest accounts; money and employee figures are compared only with companies that filed accounts in pounds for a period ending in the last two and a half years and are not dormant, so those groups are smaller than 29,051. The line on each bar marks the median.

Summary: INVESTEC WEALTH & INVESTMENT LIMITED

What kind of company is it?

INVESTEC WEALTH & INVESTMENT LIMITED is a private limited company registered with Companies House under company number 02122340. It was incorporated on 13 Apr 1987. Its status is active. The registered office is in London (EC2V). Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999).

How is the company doing financially?

The latest accounts in the database are for 2025 (period ending 31 Dec 2025); the company files full accounts. Turnover was £84,389,000. Profit for the year was £25,053,000. Net assets were £31,028,000. Cash at bank and in hand was £45,259,000. The company had an average of 3 employees.

How does it compare with similar companies?

Compared with 29,051 active companies whose first SIC code is 64999: By turnover it ranks higher than 92% of the 1,351 that publish turnover (median £3,116,595). By net assets it ranks higher than 96% of them (median £26,303). By total assets it ranks higher than 95% of them (median £100,766). By cash it ranks higher than 98% of them (median £55,678). By number of employees it ranks higher than 75% of them (median 1). It is older than 96% of them (median age 8.8 years).

What do public registers and reports show?

In its latest payment practices report it took an average of 26 days to pay suppliers, and 17% of invoices were not paid within agreed terms. Its gender pay gap report for 2025/26 shows median hourly pay for women 44% lower than for men. It has modern slavery statements on the government registry for 3 years.

Who runs and controls the company?

One person with significant control is registered.

When are its next filings due?

The next accounts are due by 30 Sep 2027. The next confirmation statement is due by 21 Jun 2027.

Filed accounts2025
2025 †
Turnover84,389,000
Profit for the year25,053,000
Cash at bank and in hand45,259,000
Total assets56,332,000
Total liabilities—
Net assets / total equity31,028,000
Average number of employees3

A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.

Statutory reporting

Payment practices1 Oct 2024 – 31 Mar 2025
Average time taken to pay invoices
26 days
Invoices not paid within agreed terms
17%
Member of a payment code
No
  • Within 30 days 83%
  • 31 to 60 days 12%
  • After 60 days 5%
Earlier periods (7)
Period ending
Days to pay
Within 30 days
Late
30 Sep 2024
23
89%
8%
31 Mar 2024
23
87%
9%
30 Sep 2023
28
79%
21%
31 Mar 2023
24
84%
12%
30 Sep 2022
23
87%
9%
31 Mar 2022
23
85%
9%
30 Sep 2021
21
89%
7%

View the latest report on GOV.UK

Gender pay gap2025/26
Median hourly pay
women 44% lower
Mean hourly pay
women 41.9% lower
Median bonus pay
women 68.7% lower
Employer size
1000 to 4999 employees
Lower pay quarter68.2% womenLower middle57.2% womenUpper middle39% womenUpper pay quarter21.4% women
Earlier years (8)
Year
Median hourly pay
Mean hourly pay
2024/25
women 45.8% lower
women 42.2% lower
2023/24
women 49.9% lower
women 40.3% lower
2022/23
women 51.5% lower
women 43.4% lower
2021/22
women 53.5% lower
women 43.3% lower
2020/21
women 53% lower
women 44.7% lower
2019/20
women 52.1% lower
women 45.1% lower
2018/19
women 52.2% lower
women 46.8% lower
2017/18
women 50.8% lower
women 47.2% lower

A positive gap means women's average hourly pay is lower than men's across the whole employer; it is not a comparison of pay for the same work. View on the Gender pay gap service

Modern slavery statements3
2026
Statement · summary on GOV.UK · group statement (RATHBONES GROUP PLC)
2025
Statement · summary on GOV.UK · group statement (RATHBONES GROUP PLC)
2024
Statement · summary on GOV.UK · group statement (RATHBONES GROUP PLC)

Figures the company reported itself to the government's Check payment practices service, Gender pay gap service and Modern slavery statement registry (Open Government Licence v3.0). Only large companies and employers with 250 or more staff have to report, so most companies have nothing here.

History

12 events
  1. Financial year 2025 endedAccounts: turnover £84.4m, net assets £31m, 3 employees
  2. Rathbones Investment Management Limited registered as a person with significant control
  3. Rathbones Group Plc ceased to be a person with significant control
  4. Rathbones Group Plc registered as a person with significant control
  5. Investec Bank Plc ceased to be a person with significant control
  6. Investec Bank Plc registered as a person with significant control
  7. Investec Group Investments (Uk) Limited ceased to be a person with significant control
  8. Investec Group Investments (Uk) Limited registered as a person with significant control
Earlier events (4)
  1. Rensburg Sheppards Plc ceased to be a person with significant control
  2. Rensburg Sheppards Plc registered as a person with significant control
  3. Name changed to INVESTEC WEALTH & INVESTMENT LIMITEDPreviously RENSBURG SHEPPARDS INVESTMENT MANAGEMENT LIMITED
  4. Company incorporatedPrivate limited company

Dates as recorded at Companies House: incorporation, name changes, officer appointments and resignations, current and former persons with significant control, and the end of each financial year with figures in the database.