Rebecca Cretney, Investment Counsellor is joined by Madhushree Agarwal, Investment Analyst, to discuss our performance, how we have stuck to our convictions and why we are in the top 25% of performing managers, according to ARC Private Client Indices.
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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.
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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 author
Rebecca Cretney
Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. She worked as a private banker until 2019, when she was appointed to the role of investment counsellor. Rebecca now focuses exclusively on supporting private bankers in conversations with their clients, providing technical investment expertise where more complex portfolio requirements exist. She also provides coaching and training for the private banking teams on a wide range of subjects surrounding investment and advice. In addition, Rebecca chairs the bank’s Investment Committee.
Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
Learn moreBiography
Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. She worked as a private banker until 2019, when she was appointed to the role of investment counsellor. Rebecca now focuses exclusively on supporting private bankers in conversations with their clients, providing technical investment expertise where more complex portfolio requirements exist. She also provides coaching and training for the private banking teams on a wide range of subjects surrounding investment and advice. In addition, Rebecca chairs the bank’s Investment Committee.
Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
Madhushree Agarwal
In 2015, Madhushree joined the London office of Nedgroup Investments, a sister company of Nedbank Private Wealth, as an investment analyst. She focuses on macroeconomic asset allocation and fund research.
Madhushree holds an MSc in Investment and Wealth Management from Imperial College Business School and has a first class BSc (Hons) degree in Banking and International Finance from Cass Business School. Madhushree is also a Chartered Financial Analyst.
Learn moreBiography
In 2015, Madhushree joined the London office of Nedgroup Investments, a sister company of Nedbank Private Wealth, as an investment analyst. She focuses on macroeconomic asset allocation and fund research.
Madhushree holds an MSc in Investment and Wealth Management from Imperial College Business School and has a first class BSc (Hons) degree in Banking and International Finance from Cass Business School. Madhushree is also a Chartered Financial Analyst.