Wealth planning
Our experts help you grow, protect, and transfer your wealth to benefit you and your family
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Cashflow planning
Visualising your future can be hard. We use cashflow planning to illustrate the financial future you could have, showing you a picture of how your assets could work to achieve your aspirations.
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Retirement planning
Reaching the age of 100 may seem fanciful but it’s a fast-growing age group. So how do you ensure you have enough money to fund post-work living? Our retirement planning service can guide you to achieve your retirement goals.
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Legacy and succession planning
You’ve worked hard to ensure you can leave a legacy to those who are important to you. Our experts can help ensure a smooth transition and build upon the foundations you have laid.
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Cashflow planning
Visualising your future can be hard. We use cashflow planning to illustrate the financial future you could have, showing you a picture of how your assets could work to achieve your aspirations.
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Retirement planning
Reaching the age of 100 may seem fanciful but it’s a fast-growing age group. So how do you ensure you have enough money to fund post-work living? Our retirement planning service can guide you to achieve your retirement goals.
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Legacy and succession planning
You’ve worked hard to ensure you can leave a legacy to those who are important to you. Our experts can help ensure a smooth transition and build upon the foundations you have laid.
Investment management
Investment expertise to achieve your goals
- A portfolio constructed according to your risk appetite, as determined by your personal preferences and financial goals
- Access to a specialist team that pursues the best global opportunities to meet your objectives
- A wide range of investment strategies
- Diversification across assets, companies, geographies and industry sectors
- Active currency management that is truly global
Let us manage your investments
Whether your financial affairs are UK based or extend internationally, whether you are making your first investment for your own future or investing for the generations to come, and whether you need capital growth or income, we can help you achieve your investment goals. Our boutique size means we can explore investment opportunities and themes not usually viable for larger managers.
Access to global investment opportunities
We have a truly global approach and aren’t tied to in-house funds, specific regions, or sectors. We think this makes for a distinctly different perspective. Primarily fund-based, it allows us access to the best research talent in the world.
Sustainable investing
You don’t need to choose between your investment performance and your beliefs. Our sustainable investing strategies are aligned to the United Nation’s Sustainable Development Goals (SDGs). By aligning with the SDGs, we can offer investment opportunities with a foundation for improving equality, reducing poverty and protecting the environment, while not impacting projected returns on investment. Our vision is simple: we embrace the good while limiting the bad.
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Private Banking
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Bespoke Lending
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Foreign Exchange Services
Case studies
Read how we’ve helped clients just like you grow and protect their wealth
Discover first-hand how our bespoke financial solutions have empowered wealthy individuals just like you to achieve growth and prosperity. Our case studies offer real success stories from our expertise in guiding high-net-worth individuals towards their financial goals.
Providing a Lombard loan solution to a client purchasing a London flat for their son
Creating a tailored financing solution for expanding property ventures
Securing a flexible mortgage for a buy-to-let investment
Creating a bespoke refinancing solution for a complex buy-to-let portfolio
Helping an entrepreneur refinance his home
Helping a non-resident couple turn their investment aspirations into reality
Assisting a UK family residing in Hong Kong to refinance their buy-to-let mortgage
Six weeks to purchase a prestigious London property
Partner with us
Looking for a professional partner you can trust?
You can be confident that your clients are in good hands when you become a professional partner with Nedbank Private Wealth. We are the chosen financial partner for lawyers, tax advisers, trustees, IFAs, and mortgage intermediaries worldwide and we pride ourselves on building lasting relationships with them and their clients.
Our latest videos
About us
We want to understand what matters to you and your family to support your needs now and in the future. As you’d expect from a boutique wealth manager, we treat you as an individual, offering certainty, consistency and flexibility while managing your finances and investments over the longer term. As a private bank, we can help you manage your money from day one.
Offering specialist services for expats, UK resident non-domicile, and internationally mobile clients
Many of our clients live international lives and need specific help with wealth planning, international banking, and flexible lending. Our award-winning wealth planners, and international banking team, have extensive experience in helping clients whether they are living abroad, or planning a move. We offer current and savings accounts in a number of major currencies and support for foreign exchange needs with our treasury service.
You will have 24/7 access to your wealth and with offices in the UK, the international finance centres of the Isle of Man and Jersey – and a representative office in the United Arab Emirates – our onshore and offshore capabilities can help you wherever you’re based in the world.
Our locations
Contact our offices by phone, email, or post
All calls are answered personally by one of our experienced team members.
Work with us
Explore all the exciting opportunities to join our dynamic team of professionals
Our people are our greatest asset, and we offer a supportive work environment that allows our people to grow and thrive. Our culture encourages fresh ideas and innovative thinking and we’re dedicated in our commitment to an inclusive workplace that celebrates diversity. Find out more about vacancies across all our offices today.