Our case studies
At Nedbank Private Wealth, we offer a range of award-winning wealth management services. From wealth planning and bespoke lending to global investment management and private banking, we work closely with our clients to understand and meet their needs. Explore the case studies below to discover some of the ways we’ve supported our clients with their diverse wealth management requirements.
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Jersey case study: Helping a high-net-worth Jersey resident complete their family home
Mr and Mrs S have significant assets which include properties in both Jersey and the UK, as well as equity and loan notes in the business Mr S works for.
Helping a dual national secure a triple borrower mortgage
Derek, aged 48, is a divorced dual British and South African national who was introduced to Nedbank Private Wealth by a leading broker firm.
Providing mortgage solutions during divorce
Mr and Mrs Ali were introduced to Nedbank Private Wealth by their mortgage broker during the purchase of their new house.
Helping a dual national with their Joint Proprietor mortgage
Clarke, aged 51, is a married dual South African and British national who was keen to purchase a cottage in Surrey for use when travelling on business to the UK.
Long-term support via borrowing
As a client renewed her interest-only mortgage, a conversation with her private banker led to a solution that helped her broader finances too.
Sustaining income after a divorce
As a client was going through a divorce, we helped her visualise her future finances to provide reassurance she could maintain her current standard of living and help her children financially when they are older.