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.
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Clients of Nedbank Private Wealth can get in touch with their private bankers or relationship managers directly to set up a meeting with one of our wealth planning experts or call +44 (0)1624 645000.
If you would like to find out more about how we can help you put in place a financial plan based on your wealth goals, please also contact us on the same number as above or use the forms linked towards the end of the page.
Any examples of investments and structures used are for illustrative purposes only. This webinar does not constitute an invitation or inducement to buy any financial investment or service. None of the content constitutes advice or a personal recommendation. Individuals should seek professional advice, based on their jurisdiction and personal circumstances, before making any financial decision.
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.
Private Banker
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.
+44 (0)20 7002 3606
Is the chance to spend time on golf or a hobby leaving your finances in a hole? Carlo Lourenco discusses upping your game on the green and better money matters.
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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.
Head of Wealth Planning
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.
+44 (0)20 7002 3610
Antoine de Saint-Exupery said “A goal without a plan is just a wish”, which is particularly relevant when we consider our financial goals and aspirations. John Williams, who recently joined us as head of wealth planning, highlights three areas where wealth planning can be particularly important.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Internationals moving to the UK are able to remain non-domiciled, which offers opportunities and pitfalls, as our host, John Williams, and his guest, Mike Curran of PwC, will explain in this webinar.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }After the turbulent events of 2020, many may be planning to make life changes now the new year has started. John Williams suggests five easy ways to make a start by putting your finances in order.
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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.
Investment Counsellor
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.
+44 (0)1624 645813
Nedbank Private Wealth manages mainly multi-asset portfolios, so our communications don’t tend to focus exclusively on one asset class. However, today we propose discussing equities. Why? Because when you consider the news headlines, and then consider equity markets, we appear to be living in a parallel universe.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }The news feed from the coronavirus is all consuming, and rightly so. A disease that was widely touted, just a couple of months ago, as ‘similar’ to influenza has infected millions and killed hundreds of thousands of people.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Two major disasters have crossed paths and it seems that the only good news we read about these days relates to how the coronavirus pandemic is slowing down climate change. Otherwise the press is full of heart-breaking stories of loss, peppered with acts of kindness and a sense of us trying to pull together. No one can tell us with absolute certainty what the future looks like, or when this will end. It can feel like we are staring into the deep unknown.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }One of the first lessons you are taught when studying anything investment related is the role diversification plays. For my investment exams, I was taught a diversified portfolio consisted of around 20 stocks ‒ a mere nod to today’s view. Instead, your portfolios – if you are a client of Nedbank Private Wealth that is – are invested across thousands of companies.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }As we witnessed in our latest webinar (click here for the Q&A), investors are struggling to understand everything given the tsunami of news. Markets have begun to claw back losses in some areas, but there may well be more bad news ahead, before we see a sustained trend in positive headlines. So what’s next?
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }“He allowed himself to be swayed by his conviction that human beings are not born once and for all on the day their mothers give birth to them, but that life obliges them over and over again to give birth to themselves.” ― Gabriel García Márquez, Love in the Time of Cholera
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }As children, most of us were excited to visit a sweet shop – I definitely was. Dazzled by the bright display of shelf upon shelf of glass jars, there were sweets of every possible shape, colour and taste – all covered in sugar. Some coins lay in my hand, but which sweets would I choose?
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }We see high levels of cash in bank balances far too often. We understand the reasons people give when asked why.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }We are one of only a handful of wealth managers who use currency management as part of our investment approach. In this short 45-second video, we explain why.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }International Women’s Day was on Sunday 8 March, a day that since 1910 has focused attention on women’s rights. The day – and the invitation to speak on the topic at the Institute of Directors on 6 March – prompted me to think through how much has changed for women in the last 110 years. While there are still challenges ahead, this is pivotal time for women.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Allie Kirk, private banker, speaks to Rebecca Cretney, one of our investment specialists, about the current market turbulence.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.
We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.
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