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Don’t just invest. Invest to a plan.

Carlo Lourenco, John Williams and Rebecca Cretney set out why it’s important to invest with a wealth plan, specifying your own goals, in a 30 minute webinar.
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Published 19 June
30 mins

about the presenters

Carlo Lourenco

Carlo Lourenco

Carlo joined the London office in 2010, and has 20 years’ experience managing the complex affairs of high-net-worth clients. He takes pride in developing close relationships with his clients and intermediaries by listening and always placing their interests and needs at the forefront of his thinking.

 

Prior to joining Nedbank Private Wealth, Carlo worked for 10 years at Coutts & Co.  He is a Member of the Chartered Institute for Securities & Investment.

John Williams

John Williams

John heads up the wealth planning proposition for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear financial plan in place to achieve their financial objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.

 

John has over 25 years of advisory and management experience, working for global organisations providing solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.

Rebecca Cretney

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. Rebecca was appointed to the role of investment counsellor in March 2019 to focus exclusively on the company’s discretionary investment management services.

 

She works closely with our teams of private bankers to provide support in advising our clients with integrity, and to give additional technical investment expertise where more complex portfolio requirements exist.

 

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

Access more of our webinars

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Tracy Muller from the South Africa team explained the opportunities for structuring international assets, while Katie Bonfrer provided example case studies.

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8 October: our next quarter end investment webinar

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David McFadzean is being joined by Andrew Yeadon to discuss the key events in Q3 markets, recent portfolio changes and what could happen before the end of 2020.

Money management

The art of property investing

29 Jul

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What should investors consider when buying property, and how should they balance property versus other investment options? Watch our webinar to hear our views.

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Quarter end investment webinar

15 Jul

   |   30 mins

David McFadzean was joined by Andrew Yeadon to talk through the main Q2 news driving markets, portfolio position changes and what could happen in H2 and beyond.

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