Investec Wealth & Investment Goes Live with Calastone Transfer Service______

Calastone, the global funds transaction network, today announces that Investec Wealth & Investment, one of the UK’s largest private client wealth management firms, has gone live with Calastone’s recently launched Transfer Service.

Investec Wealth & Investment joins other firms, including Rathbone Investment Management, in adopting the Calastone Transfer Service, which is specifically designed to automate stock transfers.  Firms have identified a need to automate the transfer of assets and better facilitate unwrapped nominee-to-nominee transfers.  This has been part of an ongoing industry push to speed up the transfer process as mandated by the Retail Distribution Review.

Calastone’s Transfer Service brings a greater level of efficiency to brokers and wealth managers processing stock transfers.  Participating firms can now complete transfers within days rather than weeks.

Ann Mosey, Head of Settlements, Investec Wealth & Investment commented: “By connecting to Calastone’s Transfer Service, we look forward to benefitting from the efficiencies that straight-through processing brings.  A key goal for us is to undertake and complete transfers for the majority of cases within a day, thus driving valuable operational and cost efficiencies.”

Jon Willis, Chief Commercial Officer at Calastone added: “Calastone’s Transfer Service intelligently re-uses technology to automate simple nominee-to-nominee stock transfers and is complementary to our TeX-compliant Re-registration solution.  We are thrilled to see major wealth managers such as Investec Wealth & Investment and Rathbone Investment Management join the service.”


For media enquiries, contact:
Abby Munson
Streets Consulting
Tel: +44 (0)207 959 2235



About Investec Wealth & Investment (“IW&I”)

Part of the Investec group, IW&I offers wealth management and investment services to private individuals, charities, trusts, international clients and financial advisers.

The firm has circa 1,100 staff located at its 15 offices across the UK.  IW&I has c. £27.7 billion of client funds under management*

Services offered by Investec Wealth & Investment in the UK include:

  • Discretionary and advisory investment management
  • Fully comprehensive financial planning capability
  • UK and international multi-currency investment portfolios
  • Tax, pension, ISA, estate and succession planning
  • Onshore and offshore capabilities

In the UK, IW&I is authorised and regulated by the Financial Conduct Authority (FCA).

For more information on IW&I in the UK visit

* As at 31st March 2015


Media enquiries

Patrick Evans / Jamie Brownlee/ Hugh Fasken

Citigate Dewe Rogerson

020 7638 9571 / /

Download: Stock Transfers factsheet


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