Our private bankers and expert specialists bring their experience and insights to help make your life easier. They are supported by our leadership team and board executives.
Our private banking offices are in London, Jersey and the Isle of Man, and there is a representative office in Dubai. Whether your affairs converge on one country, such as the UK, or extend internationally, we can help manage your assets, now and for generations to come.
Click on the filters below to find a person based on their location and responsibility. Clicking ‘All’ resets the filters. Alternatively, you can search for an individual if you know their name.
Stuart is chief executive of Nedbank Private Wealth Limited.
He has over 20 years of banking and investment experience, including senior roles in Cazenove Capital, C. Hoare & Co and Barclays Wealth. His focus has been on developing high-net-worth relationships and advising businesses across wealth management, private banking and corporate banking. At C. Hoare & Co, Stuart was responsible for the portfolio management and wealth planning business and was a member of the executive group and investment committee.
Based in the London office of Nedbank Private Wealth, he has overall responsibility for managing the company’s UK and international operations across all office locations.
Stuart is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities & Investment, and a Fellow of the Chartered Institute of Bankers.
David is responsible for spearheading the growth of our wealth management business across the company’s international jurisdictions. Prior to taking on his current role, David was integral in developing the bank’s investment proposition for high-net-worth individuals, trustees and investment consultants. He is also a member of the bank’s executive committee.
He has over 25 years’ experience working for global blue-chip companies in both London and Jersey, and providing investment solutions to a wide variety of clients around the world. Prior to joining Nedbank Private Wealth, David spent 15 years with RBC Wealth Management where he held several senior roles, latterly leading the investment business as managing director and head of discretionary investments in Jersey.
David is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
+44 (0)1534 823238
David McFadzean was joined by Andrew Yeadon to talk through the main Q1 2020 news driving markets, portfolio positions and what we expect may take place in Q2 2020 and beyond.
Read moreDuring our 19 March webinar, David McFadzean, our head of investments, discussed recent events linked to the coronavirus pandemic with Simon Watts, our senior investment analyst. Due to the number of questions asked during the webinar, we have put together this Q&A, grouping questions together where possible, and using the information available at the time.
Read more2019 marked the 25th anniversary of the opening of Nedbank Private Wealth’s Jersey office. Your memories of 1994, if any, are likely to depend on your interests or predilections at the time or since.
Read moreInvestment performance is sometimes reported before fees and charges are taken into account and sometimes after everything has been paid, i.e. net of fees.
Read moreWe publish our total expense ratio to flag to investors exactly what they pay when investing in our portfolios. However, we include costs that others don’t always include.
Read moreWe operate in a really competitive industry. It’s one of the reasons why some people find it difficult to choose an investment manager – there’s such a huge choice! We believe there are five key points you need to consider when making your selection.
Read moreUnlike tossing a coin, portfolio management is not a game of chance and the risks are not usually 50/50. There is a huge range of potential investments to choose from and a professional wealth manager should be able to demonstrate consistent results over a long period with a greater success rate than 50%.
Read moreDavid McFadzean was joined by Simon Watts on a webinar to talk through the latest news due to coronavirus, portfolio positions and what we might expect next.
Read moreSimon heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to help structure their investments and other financial assets to achieve their goals and aspirations through the development of bespoke wealth plans. 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.
Simon has over 24 years’ experience of delivering investment and planning advice, 15 of which have been with Nedbank Private Wealth. His appointment followed the establishment of bank’s wealth planning function, where he was instrumental in its design, build and implementation.
Simon holds the Level 7 Diploma in Advanced Financial Planning, the highest financial planning qualification in the UK, and is a Certified Financial PlannerTM, a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.
+44 (0)7551 124140
Tom was appointed in March 2021 and brings to the table over 20 years’ investment experience. Prior to joining, he was at Santander Asset Management in London for nine years, where he was, most recently, the chief investment officer for its UK business, having previously been the global head of the multi asset division. Tom also spent several years as head of multi manager and fund selection at LV Asset Management.
Tom sits within Nedgroup Investments, a sister company, which provides investment advice, research and portfolio modelling solutions to Nedbank Private Wealth. Here, he heads up the London-based investment team. It is in this capacity that he is a member of Nedbank Private Wealth’s investment committee.
+44 (0)20 7002 3498
Andrew heads up the Isle of Man private banking team. He joined the bank in 2005 and has over 30 years’ banking experience. He looks after a portfolio of domestic and internationally-based clients, working closely with them, and their professional advisers, to meet their wealth management, succession planning, pension and lending needs.
Andrew is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment.
+44 (0)1624 645096
2018 saw parents in the top 10 UK property financiers, but does their support mean longer term and unforeseen ramifications?
Read moreCameron began his career with Nedbank Private Wealth as a private banker in 2002 and has more than 25 years of industry experience.
In his current role as head of private banking in Jersey, Cameron has responsibility for our team of wealth management professionals on the island, building long-term relationships through delivery of excellent client experiences. He is also responsible for leading our relationship with Nedbank Private Wealth in South Africa, a key strategic partner for whom we provide international custody, managed investments and banking services. Cameron continues to maintain a number of client relationships, ensuring our services evolve with clients' changing needs.
Cameron is a Chartered Member of the Chartered Institute for Securities & Investment.
+44 (0)1534 823254
In the history of man, retirement is a relatively new concept. Looking up the term in a dictionary, it defines a state in which people retire as they have either reached a predetermined age or are not healthy enough to continue working. This definition naturally leads to a huge variance of scenarios, but this divergence is amplified further given we probably have our own personal timeline as well.
Read moreRob joined the team in 2011 with responsibility for Nedbank Private Wealth’s presence in the UK. His primary role is overseeing the bank’s growth across the UK market.
Rob has 30 years’ experience in financial services serving the high-net-worth market. His previous roles include managing partner at Coutts and head of sales at Citizen’s Private Bank & Trust in Boston, USA.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment.
+44 (0)20 7002 3603
Grace is responsible for human resources and the learning and development operations for Nedbank Private Wealth International.
Based in the Isle of Man, she has over 25 years’ experience in human resources, having previously worked as a global human resources director for a major oil and gas contracting company. A passionate and experienced exponent of human resources and organisation design, Grace has held a number of senior operations roles with a focus on continuously impacting organisational performance through its leaders. With an objective to deliver on overall business strategy, she has successfully managed and implemented complex human resources and learning and development projects throughout her career.
Grace is a Chartered Fellow of the Institute of Personal Development (CIPD) and holds an MSc in Strategic HR and Development.
+44 (0)1624 645038
Andrew has over 27 years’ banking experience and joined us from Lloyds TSB in Miami where he was responsible for providing banking and investment services to clients in Latin America and the Caribbean. He initially joined the bank’s Isle of Man office in 2004, and following secondments in the South Africa and London offices, he moved to the UAE in 2013.
Based in Dubai, Andrew is primarily responsible for the bank's international growth in both the private client and intermediary sectors in the Middle East. He is a Chartered Member of the Chartered Institute for Securities & Investment and recently graduated from the London Business School with an Executive MBA. Andrew also has full STEP membership, qualifying him as a Trust and Estate Practitioner.
+971 50 6001286
If you are not based in the UK, but are looking to buy a property in the UK, what are the topics that crop up in our conversations?
Read moreAndrew Bates explains some of the many reasons why UK property is in high demand, but also highlights some of the hurdles for UK nationals living abroad
Read moreLesley manages the compliance team across the Isle of Man, Jersey, Guernsey and UK, and is responsible for the bank’s regulatory compliance with its various regulators across all jurisdictions, and delivery of financial crime compliance.
Lesley has worked in the financial services industry for over 25 years across an international arena, holding a number of risk and compliance roles in the wealth management, private banking, life, investment, trust and corporate, fund management and custody sectors. She joined in 2020 from Friends Provident International, where she managed a risk and compliance function of 25 people across the Isle of Man, United Arab Emirates, Hong Kong, and Singapore. Prior to this, she was the head of compliance for Barclays Private Clients in the Isle of Man and head of Isle of Man for Kleinwort Benson. Lesley is a member of the bank’s executive committee and is based in the Isle of Man office.
+44 (0)1624 6455129
Simon joined the business as an IT manager in 2003, taking on the role of chief technology officer in June 2022. He is responsible for the technology strategy and ongoing technical operations at Nedbank Private Wealth. Before taking his current role, he managed the company’s client-facing digital platforms.
Having worked in the technology sector for over 30 years, Simon has built up a wealth of experience and has held senior technology roles within the finance, software development and shipping industries.
He first became interested in technology as a youngster. A keen developer at the age of ten, he spent many hours writing computer games on his Sinclair ZX81. His love of technology and information security has continued.
Simon is a Certified Information Systems Security Professional.
+44 (0)1624 645130
Chris leads a team of risk professionals supporting the business in its growth agenda across international jurisdictions, including the UK, Jersey, Guernsey and the Isle of Man. Primary responsibilities include second line assurance of activities including credit risk, operational risk enterprise wide and prudential risk. Chris is also a member of the bank’s executive committee.
He has over 33 years’ experience in the financial services industry working for both global blue-chip companies in London, continental Europe and Jersey, in addition to smaller challenger banks. Prior to joining Nedbank Private Wealth, Chris spent 30 years with HSBC Group and held a number of executive roles in both the first and second lines of defence, including global head of financial crime compliance for the commercial banking division. More recently, Chris performed the role of chief risk officer for Al Rayan Bank in the UK.
+44 (0)1624 645012
Andrew Corlett OBE was appointed to the Board in March 2020 as a Non-Executive Director for Nedbank Private Wealth, Chairman.
He is a non-practising English Solicitor and Manx Advocate and is a past President of the Isle of Man Law Society.
Andrew served as Chairman and Managing Director of the legal and professional services group Cains from 1998 to June 2019. The group is a recipient of the Queen’s Award for Excellence in International Trade.
Andrew has served on many Isle of Man Government and Supranational Committees and his former Non-Executive Directorships include Chairman of Barclays Private Clients International as well as companies within the HSBC and Swire Groups.
Andrew’s principal current Non-Executive Directorships include the global fiduciary group Equiom and Gibbs Technologies.
He was awarded an OBE in 2015 for his services to the economy.
If you would like to contact any of our board members, please get in touch with our company secretary, Tracy Garrett.
Neil Duggan was appointed to the Board of Directors in 2021. Neil is a qualified chartered accountant and previously worked for KPMG in the Isle of Man for 27 years. He was head of audit in the Isle of Man and Gibraltar, and also head of transaction services covering over 15 international financial centres around the world. Neil retired from KPMG in 2012 after more than 15 years as a partner.
Since retiring from KPMG, Neil has acted as a non-executive director for a number of international companies including a global life insurance company, an international gold mining group and a food distributor.
If you would like to contact any of our board members, please get in touch with our company secretary, Tracy Garrett.
Stuart is chief executive of Nedbank Private Wealth Limited.
He has over 20 years of banking and investment experience, including senior roles in Cazenove Capital, C. Hoare & Co and Barclays Wealth. His focus has been on developing high-net-worth relationships and advising businesses across wealth management, private banking and corporate banking. At C. Hoare & Co, Stuart was responsible for the portfolio management and wealth planning business and was a member of the executive group and investment committee.
Based in the London office of Nedbank Private Wealth, he has overall responsibility for managing the company’s UK and international operations across all office locations.
Stuart is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities & Investment, and a Fellow of the Chartered Institute of Bankers.
David is responsible for spearheading the growth of our wealth management business across the company’s international jurisdictions. Prior to taking on his current role, David was integral in developing the bank’s investment proposition for high-net-worth individuals, trustees and investment consultants. He is also a member of the bank’s executive committee.
He has over 25 years’ experience working for global blue-chip companies in both London and Jersey, and providing investment solutions to a wide variety of clients around the world. Prior to joining Nedbank Private Wealth, David spent 15 years with RBC Wealth Management where he held several senior roles, latterly leading the investment business as managing director and head of discretionary investments in Jersey.
David is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
+44 (0)1534 823238
David McFadzean was joined by Andrew Yeadon to talk through the main Q1 2020 news driving markets, portfolio positions and what we expect may take place in Q2 2020 and beyond.
Read moreDuring our 19 March webinar, David McFadzean, our head of investments, discussed recent events linked to the coronavirus pandemic with Simon Watts, our senior investment analyst. Due to the number of questions asked during the webinar, we have put together this Q&A, grouping questions together where possible, and using the information available at the time.
Read more2019 marked the 25th anniversary of the opening of Nedbank Private Wealth’s Jersey office. Your memories of 1994, if any, are likely to depend on your interests or predilections at the time or since.
Read moreInvestment performance is sometimes reported before fees and charges are taken into account and sometimes after everything has been paid, i.e. net of fees.
Read moreWe publish our total expense ratio to flag to investors exactly what they pay when investing in our portfolios. However, we include costs that others don’t always include.
Read moreWe operate in a really competitive industry. It’s one of the reasons why some people find it difficult to choose an investment manager – there’s such a huge choice! We believe there are five key points you need to consider when making your selection.
Read moreUnlike tossing a coin, portfolio management is not a game of chance and the risks are not usually 50/50. There is a huge range of potential investments to choose from and a professional wealth manager should be able to demonstrate consistent results over a long period with a greater success rate than 50%.
Read moreDavid McFadzean was joined by Simon Watts on a webinar to talk through the latest news due to coronavirus, portfolio positions and what we might expect next.
Read moreSimon heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to help structure their investments and other financial assets to achieve their goals and aspirations through the development of bespoke wealth plans. 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.
Simon has over 24 years’ experience of delivering investment and planning advice, 15 of which have been with Nedbank Private Wealth. His appointment followed the establishment of bank’s wealth planning function, where he was instrumental in its design, build and implementation.
Simon holds the Level 7 Diploma in Advanced Financial Planning, the highest financial planning qualification in the UK, and is a Certified Financial PlannerTM, a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.
+44 (0)7551 124140
Errol Kruger was appointed as Chairman of the Board of Nedbank Private Wealth Limited in March 2018.
Errol joined the boards of the Johannesburg Stock Exchange (JSE) listed Nedbank Group Ltd and Nedbank Ltd as an independent non-executive director on 1 August 2016. He chairs the following three Board sub-committees: Group Credit Committee; Group Risk and Capital Management Committee; and the Group Large-exposure Approval Committee. He also serves on the Group Audit Committee and the Director’s Affairs (Governance) Committee.
From September 2003 to July 2011 Errol was the Registrar of Banks at the South African Reserve Bank (SARB), having been with the SARB from July 1978 until July 2011. As the Registrar of Banks, he represented South Africa as a full member of the Basel Committee on Banking Supervision from 2009 to 2011 and he successfully project managed South Africa’s early adoption, and full implementation, of both the revised 25 Basel Core Principles for Effective Banking Supervision as well as Basel II. Errol contributed in a material manner to the South African banking system successfully navigating the Global Financial Crisis of 2008 and he was awarded the Risk Manager of the Year award in 2010 by the South African Institute of Risk Management.
Errol was appointed Managing Director of Supervision and Authorisation at the Qatar Financial Centre Regulatory Authority on 1 August 2011 and thereafter appointed by the Board of the Qatar Central Bank to serve on Qatar’s Financial Stability and Risk Control Committee. Errol relinquished his role at the Qatar Financial Centre Regulatory Authority on 31 July 2016.
Errol also serves on the board of a JSE listed fintec company, Capital Appreciation Limited, and is a member of the Board Investment Committee.
If you would like to contact any of our board members, please get in touch with our company secretary, Tracy Garrett.
Stuart is chief executive of Nedbank Private Wealth Limited.
He has over 20 years of banking and investment experience, including senior roles in Cazenove Capital, C. Hoare & Co and Barclays Wealth. His focus has been on developing high-net-worth relationships and advising businesses across wealth management, private banking and corporate banking. At C. Hoare & Co, Stuart was responsible for the portfolio management and wealth planning business and was a member of the executive group and investment committee.
Based in the London office of Nedbank Private Wealth, he has overall responsibility for managing the company’s UK and international operations across all office locations.
Stuart is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities & Investment, and a Fellow of the Chartered Institute of Bankers.
Iolanda Ruggiero was appointed to the Board in 2015 and is Nedbank Group's Shareholder Representative on the Nedbank Private Wealth board.
Nedbank Private Wealth Limited and its international entities form part of a cluster of wealth businesses based in South Africa. This cluster is known as Nedbank Wealth and Iolanda is its Managing Executive and she holds the reporting line for Stuart Cummins.
Iolanda joined the Nedbank Group in 2002 as an Operations Manager within the investment division and was appointed as the Managing Executive of Nedbank Wealth in 2015.
She has over 18 years’ experience in financial services, 16 of which have been at Nedbank. Iolanda has held senior management positions in Nedcor Investment Bank and Nedbank Retail, and was appointed as Chief Operating Officer of Nedbank Wealth in 2006. During her tenure with Nedbank Wealth, Iolanda played an integral role in the acquisition and seamless integration of BoE Private Clients, Nedgroup Life and Fairbairn Private Bank into Nedbank Group.
Iolanda is responsible for a cluster that comprises a team of 2,100 staff members located locally and internationally.
Craig Blenkinsop joined Nedbank Private Wealth in 2004 and was appointed to the Nedbank Private Wealth Board in 2011.
Craig is a Fellow of the Association of Chartered Certified Accountants.
Craig has over 25 years' banking and insurance industry experience having held a number of board and senior management positions in both industries.
John Harris was appointed to the Board in 2019.
John has held a number of high-profile senior roles, most recently as of Director General of the Jersey Financial Services Commission – a position he held for 12 years. He is a regular contributor to financial services debates on numerous subjects, including the global role of International Finance Centres.
Prior to his role at the Jersey Financial Services Commission, he was the Director – International Finance for the Government of Jersey and responsible for all aspects of the policy on the maintenance and enhancement of the island’s position as an international finance centre. John’s earlier career was spent within international corporate and private banking where he held a number of global management positions in the UK, France, Belgium, Switzerland, Singapore, Hong Kong, Nassau and the Channel Islands.
John is a Fellow of the Chartered Institute of Bankers.
John is also the Non-Executive Chairman of Crestbridge Corporate Holdings Limited.
Andrew Corlett OBE was appointed to the Board in March 2020 as a Non-Executive Director.
He is a non-practising English Solicitor and Manx Advocate and is a past President of the Isle of Man Law Society.
Andrew served as Chairman and Managing Director of the legal and professional services group Cains from 1998 to June 2019. Cains is a recipient of the Queen’s Award for Excellence in International Trade.
Andrew has served on many Isle of Man Government and Supranational Committees and his former Non-Executive Directorships include Chairman of Barclays Private Clients International as well as companies within the HSBC and Swire Groups.
Andrew’s principal current Non-Executive Directorships include the global fiduciary group Equiom and Gibbs Technologies.
He was awarded an OBE in 2015 for his services to the economy.
If you would like to contact any of our board members, please get in touch with our company secretary, Tracy Garrett.
Jeremy Wilson was appointed to the Board in March 2020 as a Non-Executive Director.
Jeremy retired recently as Vice Chairman of Barclays Corporate with Barclays Bank PLC. During his 47 year career with Barclays he worked across its major business units and in Australasia, Vanuatu, the United States of America, Europe and UK. As part of his senior executive role for the Bank he was, inter alia, Chairman of its Group Credit Committee, Director of Barclays Bank Pension Fund Trustees, and Chairman of Barclays Bank Egypt. As a representative of Barclays or of the financial services industry, he was Chairman of BAFT, Chairman of CHAPS, a Director of TheCityUK and Chairman of its Audit Committee. In addition to his responsibilities beyond Barclays, he was Non-Executive Chairman of Bloomsbury Publishing PLC.
He is currently Chairman of the Whitechapel Think Tank, a forum for the public and private sector on distributed ledger technologies, a member of the Advisory Board of Form3, a payments start-up, and supports, as required, the University of Cambridge Institute for Sustainability Leadership.
If you would like to contact any of our board members, please get in touch with our company secretary, Tracy Garrett.
Neil Duggan was appointed to the Board of Directors in 2021. Neil is a qualified chartered accountant and previously worked for KPMG in the Isle of Man for 27 years. He was head of audit in the Isle of Man and Gibraltar, and also head of transaction services covering over 15 international financial centres around the world. Neil retired from KPMG in 2012 after more than 15 years as a partner.
Since retiring from KPMG, Neil has acted as a non-executive director for a number of international companies including a global life insurance company, an international gold mining group and a food distributor.
If you would like to contact any of our board members, please get in touch with our company secretary, Tracy Garrett.
Andrew Corlett OBE was appointed to the Board in March 2020 as a Non-Executive Director for Nedbank Private Wealth, Chairman.
He is a non-practising English Solicitor and Manx Advocate and is a past President of the Isle of Man Law Society.
Andrew served as Chairman and Managing Director of the legal and professional services group Cains from 1998 to June 2019. The group is a recipient of the Queen’s Award for Excellence in International Trade.
Andrew has served on many Isle of Man Government and Supranational Committees and his former Non-Executive Directorships include Chairman of Barclays Private Clients International as well as companies within the HSBC and Swire Groups.
Andrew’s principal current Non-Executive Directorships include the global fiduciary group Equiom and Gibbs Technologies.
He was awarded an OBE in 2015 for his services to the economy.
If you would like to contact any of our board members, please get in touch with our company secretary, Tracy Garrett.
Neil Duggan was appointed to the Board of Directors in 2021. Neil is a qualified chartered accountant and previously worked for KPMG in the Isle of Man for 27 years. He was head of audit in the Isle of Man and Gibraltar, and also head of transaction services covering over 15 international financial centres around the world. Neil retired from KPMG in 2012 after more than 15 years as a partner.
Since retiring from KPMG, Neil has acted as a non-executive director for a number of international companies including a global life insurance company, an international gold mining group and a food distributor.
If you would like to contact any of our board members, please get in touch with our company secretary, Tracy Garrett.
Stuart is chief executive of Nedbank Private Wealth Limited.
He has over 20 years of banking and investment experience, including senior roles in Cazenove Capital, C. Hoare & Co and Barclays Wealth. His focus has been on developing high-net-worth relationships and advising businesses across wealth management, private banking and corporate banking. At C. Hoare & Co, Stuart was responsible for the portfolio management and wealth planning business and was a member of the executive group and investment committee.
Based in the London office of Nedbank Private Wealth, he has overall responsibility for managing the company’s UK and international operations across all office locations.
Stuart is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities & Investment, and a Fellow of the Chartered Institute of Bankers.
David is responsible for spearheading the growth of our wealth management business across the company’s international jurisdictions. Prior to taking on his current role, David was integral in developing the bank’s investment proposition for high-net-worth individuals, trustees and investment consultants. He is also a member of the bank’s executive committee.
He has over 25 years’ experience working for global blue-chip companies in both London and Jersey, and providing investment solutions to a wide variety of clients around the world. Prior to joining Nedbank Private Wealth, David spent 15 years with RBC Wealth Management where he held several senior roles, latterly leading the investment business as managing director and head of discretionary investments in Jersey.
David is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
+44 (0)1534 823238
David McFadzean was joined by Andrew Yeadon to talk through the main Q1 2020 news driving markets, portfolio positions and what we expect may take place in Q2 2020 and beyond.
Read moreDuring our 19 March webinar, David McFadzean, our head of investments, discussed recent events linked to the coronavirus pandemic with Simon Watts, our senior investment analyst. Due to the number of questions asked during the webinar, we have put together this Q&A, grouping questions together where possible, and using the information available at the time.
Read more2019 marked the 25th anniversary of the opening of Nedbank Private Wealth’s Jersey office. Your memories of 1994, if any, are likely to depend on your interests or predilections at the time or since.
Read moreInvestment performance is sometimes reported before fees and charges are taken into account and sometimes after everything has been paid, i.e. net of fees.
Read moreWe publish our total expense ratio to flag to investors exactly what they pay when investing in our portfolios. However, we include costs that others don’t always include.
Read moreWe operate in a really competitive industry. It’s one of the reasons why some people find it difficult to choose an investment manager – there’s such a huge choice! We believe there are five key points you need to consider when making your selection.
Read moreUnlike tossing a coin, portfolio management is not a game of chance and the risks are not usually 50/50. There is a huge range of potential investments to choose from and a professional wealth manager should be able to demonstrate consistent results over a long period with a greater success rate than 50%.
Read moreDavid McFadzean was joined by Simon Watts on a webinar to talk through the latest news due to coronavirus, portfolio positions and what we might expect next.
Read moreSimon heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to help structure their investments and other financial assets to achieve their goals and aspirations through the development of bespoke wealth plans. 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.
Simon has over 24 years’ experience of delivering investment and planning advice, 15 of which have been with Nedbank Private Wealth. His appointment followed the establishment of bank’s wealth planning function, where he was instrumental in its design, build and implementation.
Simon holds the Level 7 Diploma in Advanced Financial Planning, the highest financial planning qualification in the UK, and is a Certified Financial PlannerTM, a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.
+44 (0)7551 124140
Tom was appointed in March 2021 and brings to the table over 20 years’ investment experience. Prior to joining, he was at Santander Asset Management in London for nine years, where he was, most recently, the chief investment officer for its UK business, having previously been the global head of the multi asset division. Tom also spent several years as head of multi manager and fund selection at LV Asset Management.
Tom sits within Nedgroup Investments, a sister company, which provides investment advice, research and portfolio modelling solutions to Nedbank Private Wealth. Here, he heads up the London-based investment team. It is in this capacity that he is a member of Nedbank Private Wealth’s investment committee.
+44 (0)20 7002 3498
Andrew heads up the Isle of Man private banking team. He joined the bank in 2005 and has over 30 years’ banking experience. He looks after a portfolio of domestic and internationally-based clients, working closely with them, and their professional advisers, to meet their wealth management, succession planning, pension and lending needs.
Andrew is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment.
+44 (0)1624 645096
2018 saw parents in the top 10 UK property financiers, but does their support mean longer term and unforeseen ramifications?
Read moreCameron began his career with Nedbank Private Wealth as a private banker in 2002 and has more than 25 years of industry experience.
In his current role as head of private banking in Jersey, Cameron has responsibility for our team of wealth management professionals on the island, building long-term relationships through delivery of excellent client experiences. He is also responsible for leading our relationship with Nedbank Private Wealth in South Africa, a key strategic partner for whom we provide international custody, managed investments and banking services. Cameron continues to maintain a number of client relationships, ensuring our services evolve with clients' changing needs.
Cameron is a Chartered Member of the Chartered Institute for Securities & Investment.
+44 (0)1534 823254
In the history of man, retirement is a relatively new concept. Looking up the term in a dictionary, it defines a state in which people retire as they have either reached a predetermined age or are not healthy enough to continue working. This definition naturally leads to a huge variance of scenarios, but this divergence is amplified further given we probably have our own personal timeline as well.
Read moreRob joined the team in 2011 with responsibility for Nedbank Private Wealth’s presence in the UK. His primary role is overseeing the bank’s growth across the UK market.
Rob has 30 years’ experience in financial services serving the high-net-worth market. His previous roles include managing partner at Coutts and head of sales at Citizen’s Private Bank & Trust in Boston, USA.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment.
+44 (0)20 7002 3603
Grace is responsible for human resources and the learning and development operations for Nedbank Private Wealth International.
Based in the Isle of Man, she has over 25 years’ experience in human resources, having previously worked as a global human resources director for a major oil and gas contracting company. A passionate and experienced exponent of human resources and organisation design, Grace has held a number of senior operations roles with a focus on continuously impacting organisational performance through its leaders. With an objective to deliver on overall business strategy, she has successfully managed and implemented complex human resources and learning and development projects throughout her career.
Grace is a Chartered Fellow of the Institute of Personal Development (CIPD) and holds an MSc in Strategic HR and Development.
+44 (0)1624 645038
Andrew has over 27 years’ banking experience and joined us from Lloyds TSB in Miami where he was responsible for providing banking and investment services to clients in Latin America and the Caribbean. He initially joined the bank’s Isle of Man office in 2004, and following secondments in the South Africa and London offices, he moved to the UAE in 2013.
Based in Dubai, Andrew is primarily responsible for the bank's international growth in both the private client and intermediary sectors in the Middle East. He is a Chartered Member of the Chartered Institute for Securities & Investment and recently graduated from the London Business School with an Executive MBA. Andrew also has full STEP membership, qualifying him as a Trust and Estate Practitioner.
+971 50 6001286
If you are not based in the UK, but are looking to buy a property in the UK, what are the topics that crop up in our conversations?
Read moreAndrew Bates explains some of the many reasons why UK property is in high demand, but also highlights some of the hurdles for UK nationals living abroad
Read moreLesley manages the compliance team across the Isle of Man, Jersey, Guernsey and UK, and is responsible for the bank’s regulatory compliance with its various regulators across all jurisdictions, and delivery of financial crime compliance.
Lesley has worked in the financial services industry for over 25 years across an international arena, holding a number of risk and compliance roles in the wealth management, private banking, life, investment, trust and corporate, fund management and custody sectors. She joined in 2020 from Friends Provident International, where she managed a risk and compliance function of 25 people across the Isle of Man, United Arab Emirates, Hong Kong, and Singapore. Prior to this, she was the head of compliance for Barclays Private Clients in the Isle of Man and head of Isle of Man for Kleinwort Benson. Lesley is a member of the bank’s executive committee and is based in the Isle of Man office.
+44 (0)1624 6455129
Simon joined the business as an IT manager in 2003, taking on the role of chief technology officer in June 2022. He is responsible for the technology strategy and ongoing technical operations at Nedbank Private Wealth. Before taking his current role, he managed the company’s client-facing digital platforms.
Having worked in the technology sector for over 30 years, Simon has built up a wealth of experience and has held senior technology roles within the finance, software development and shipping industries.
He first became interested in technology as a youngster. A keen developer at the age of ten, he spent many hours writing computer games on his Sinclair ZX81. His love of technology and information security has continued.
Simon is a Certified Information Systems Security Professional.
+44 (0)1624 645130
