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Quarter end investment webinar: opportunities and threats for investors

David McFadzean was joined by Tom Caddick to talk through the investment trends from Q1 2021 in financial markets, how these might continue to impact investors and what that meant for portfolios in a session moderated by Karen Bennett.
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Published 8 April
45 mins

Stock markets began 2021 buoyantly given the late 2020 news about vaccines. And, although it’s been known for markets to price in future events up to two years in advance, we remain caught in a transition phase.

 

On the one hand, there have been sufficient reasons to be optimistic about a sharp vaccine-led recovery. On the other, the third wave of the pandemic in Europe has been threatening to derail economic progress. The spectre of inflation also spooked investors, as we saw in bond yields.

 

But what can investors expect in the short to medium term, while keeping their eye on their long-term goals? David McFadzean, head of wealth management, and our new chief investment officer, Tom Caddick, discussed recent trends in financial markets, how these might affect investors in the coming months and how our portfolios are positioned to respond.

Clients of Nedbank Private Wealth can get in touch with their private bankers to understand how their portfolios are responding to market events, or answer any questions prompted by the webinar. You can also call +44 (0)1624 645000 and speak to one of our client services team.

 

If you would like to find out more about how we can help you manage your investments, please also contact us on the same number as above. Or you can get in touch using the links to the forms towards the end of this page.

The value of investments can fall, as well as rise, and you might not get back the original amount invested. Exchange rate changes affect the value of investments. Past performance is not necessarily a guide to future returns. Any individual investment or security mentioned may be included in clients’ portfolios and is referenced for illustrative purposes only, not as a recommendation, not least as it may not be suitable. You should always seek professional advice before making any investment decisions.

about the presenters

David McFadzean

David McFadzean

David is responsible for spearheading the growth of our wealth management business across the company’s international jurisdictions. Prior to taking on his current role, David was integral in developing the bank’s investment proposition for high-net-worth individuals, trustees and investment consultants. He is also a member of the bank’s executive committee.

 

He has over 25 years’ experience working for global blue-chip companies in both London and Jersey, and providing investment solutions to a wide variety of clients around the world. Prior to joining Nedbank Private Wealth, David spent 15 years with RBC Wealth Management where he held several senior roles, latterly leading the investment business as managing director and head of discretionary investments in Jersey.

 

David is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. 

Tom Caddick

Tom Caddick

Tom joined Nedbank Private Wealth as its chief investment officer in March 2021. Prior to joining, Tom was at Santander Asset Management in London for nine years, where he was, most recently, chief investment officer for the UK business and previously global head of the multi asset division. He has over 20 years’ investment experience, including several years as head of multi manager and fund selection at LV Asset Management.

 

Tom’s responsibilities include heading the London-based investment team, and chairing both the International Strategy Committee and the International Investment Committee. Tom is also part of the international investment team for Nedgroup Investments, a sister company of Nedbank Private Wealth.

about the moderator

Karen Bennett

Karen Bennett

Karen joined Nedbank Private Wealth in 2019 and is based out of the London office. She brings to the table over 22 years’ experience in financial services in Asia, Europe and the UK, primarily in investment and wealth management.

 

Karen works with the private banking teams to identify trends in wealth management and develop initiatives to help private clients understand the opportunities for their wealth, as well as the hurdles. She also works with the company’s network of finance, fiduciary and advisory professional partners to introduce our services and ensure Nedbank Private Wealth is seen as the provider of choice for high net worth individuals and their advisers.

 

Outside of work, Karen is on the management board of Women in Banking & Finance UK, an ambassador for Insuring Women's Futures and a member of the board of trustees for International Children's Trust. Karen holds a business degree earned in Germany and the UK.

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