Transcript

Andrew Simpson: Nedbank Private Wealth is a boutique wealth management business that prides itself on building lasting relationships with clients and their advisers.

We do not believe in a one-size-fits-all model, and we don’t just talk about investments. We like to get to know our clients and really find out what makes them tick.

As wealth managers, we invest in time with clients so we can get a deep understanding of them as people, their priorities, their ambitions and goals. This depth of understanding helps us tailor our conversations and services to meet clients and their family’s needs now and in the future, as well as collaborate effectively with other advisers.

Carlo Lourenco is one of our senior bankers who puts that approach into action every day.

Carlo Lourenco: When high-net-worth individuals are selling their business, it’s critical they work with experienced professionals who can provide sound legal advice and protect their interests.

This is especially true when it comes to complex transactions that involve multiple parties, regulatory compliance, and tax considerations.

We understand the importance of working closely with you to ensure a coordinated approach to any transaction.

I collaborate closely with the client’s legal team to understand the transaction structure, identify potential risks, and provide financial advice that supports the client’s objectives. By working closely with you, I can help clients optimize transactions from a financial perspective. For example, structuring the deal in a tax-efficient manner, ensure that the client’s proceeds are invested in line with their long-term goals and help them manage their wealth over time.

We have a global network of experts and resources, which means we can provide clients with a wide range of financial services and expertise no matter where they’re located. This includes investment management, trust and fiduciary services, estate planning, and more.

I understand that each client is unique with their own goals, values, and priorities. I like to take the time to get to know my clients and develop a deep understanding of their needs and aspirations. This allows me and my team to provide tailored advice that helps them achieve their goals, but it’s more than that.

By building relationships, I can help clients navigate the emotional aspects of wealth management, such as their fear of losing wealth, the desire to leave a legacy, and the impact of wealth on relationships. I found that this means clients achieve not just financial success, but emotional wellbeing.

Andrew Simpson: We are the trusted partner of tax advisers just like you across the UK, Isle of Man and Jersey, working alongside you and a client’s legal team. We have experience in helping clients plan their finances for all of life’s eventualities, whether that be going through a divorce or unexpectedly inheriting wealth or a lump sum from the sale of a business.

We understand the pressures that these life events can cause, and we are there every step of the way providing financial clarity and helping clients plan for the future with confidence.

One of the tax advisory firms we work with is Menzies and Sehjal shared her thoughts on the service that we provide.

Sehjal Gupta: At Menzies, building relationships and developing trust with our clients is vital, as we are often their trusted advisers. When we introduce a third party to a client, we ensure we get to know the intermediary well and are confident they will be a safe pair of hands.

One of the things we have really liked about Nedbank Private Wealth is the effort and time they have taken to get to know myself and the wider team at Menzies, as we need to know that our culture and ethos are aligned, the energy that Nedbank Private Wealth has put into getting to know us and in turn our clients has given us comfort.

The advice they provide is clear, easy to understand, and gives clients faith that their needs have been understood.

Andrew Simpson: If you’d like to find out more about us as a firm or how we could help you and your clients, please feel free to either call me or email me on the details currently on the screen.