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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.
Published 19 June
30 mins

We see many clients investing for the long term, but what can you do to ensure the outcome will meet your financial goals and aspirations? We talk through the benefits to investing with a plan, as well as some of the risks we see, based on hundreds of conversations with clients. It is important to consider a client’s total wealth, managed across different organisations and different structures*, e.g. pension funds, ISAs, trusts etc.to have a clear picture of your finances now and more critically an understanding of what the future picture will look like.

 

Join as they highlight the how and what people should be aware of with regard to investing as part of a strategic financial plan.

about the presenters

Carlo Lourenco

Carlo Lourenco

Carlo joined the London office in 2010, and has over 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 division for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle 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 advice and 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.

 

John is a Chartered Financial Planner, a Fellow of the Personal Finance Society and is a full member of the Society of Trust and Estate Practitioners (STEP).

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.

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