Robo adviser lowers minimum investment in bid to improve financial inclusion

By Daniel Lanyon on 23rd January 2019


Investec’s Click & Invest platform launched in June 2017, aiming to promote financial inclusion, and has now lowered its entry level portfolio size.

Robo adviser lowers minimum investment in bid to improve financial inclusion

Digital wealth manager Investec Click & Invest has slashed its minimum investment to £2.5k.

The online investment platform was launched by Investec Wealth & Investment 18 months ago and is part of the wider Investec group, has more than £32.5bn of client funds under management.   

A key differentiator of the proposition is that it overs actively managed investment strategies,, selecting from over 300 actively managed funds, and has been remarkably popular among female investors, who make up about 40 per cent of its investors.

Jane Warren(pictu red) Investec Click & Invest CEO, says the firm “are passionate about empowering people” to understand the opportunities and benefits of investing in the stock market.  

“We also want more people to access active investment expertise, whether that’s through opening up a Stocks and Shares ISA or from a General Investment Account,” she said.

 “The online investment industry is still relatively young, and at Click & Invest we are continually monitoring for and developing ways of enabling people to discover the benefits of investing. We are pleased to announce a new minimum investment threshold.”


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