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 Cummins
Chief Executive
David McFadzean
Executive Head of Wealth Management
Simon Prescott
Head of Wealth Planning
Tom Caddick
Chief Investment Officer
Andrew Halsall
Head of Private Banking, Isle of Man
Cameron Walker
Head of Private Banking, Jersey
Rob Currie
Head of Private Banking, UK
Andrew Bates
Head of Private Banking, Middle East
Andrew Simpson
Head of Business Development
Rachel Quirk
Executive Head – Human Resources
Fiona Nicolson
Head of Marketing
Mark Ellis
Chief Operating Officer
Biography
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, Catherine Clarke.
Biography
Stuart is chief executive of Nedbank Private Wealth Limited.
He has over 20 years of banking and investment experience, incorporating senior roles in Cazenove Capital, C. Hoare & Co. and Barclays Wealth. His focus has been on developing high-net-worth relationship and advice 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 its 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.
Biography
Stuart is chief executive of Nedbank Private Wealth Limited.
He has over 20 years of banking and investment experience, incorporating senior roles in Cazenove Capital, C. Hoare & Co. and Barclays Wealth. His focus has been on developing high-net-worth relationship and advice 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 its 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.
Biography
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.
Biography
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.
Authored articles
Quarter end investment webinar: can financial markets remain resilient?
David McFadzean, head of wealth management, and Tom Caddick, chief investment officer, examined the events of Q1 2022 and discussed their impact on financial markets, what this could mean for investors over the coming months and how our portfolios are positioned to respond.
Read moreBiography
Simon 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.
Biography
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.
Authored articles
Investment seminar
In this investment seminar, we reflected on the market stimuli in 2022, as well as the positioning of our investment outlook for 2023 and the opportunities which may arise.
Read moreBiography
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.
Authored articles
The billionaire bank of mum and dad
While parents and grandparents were already property financiers before the pandemic, the period since has seen far more support for the next generation. But does this support have long-term, unforeseen ramifications?
Read moreBiography
Cameron 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.
Authored articles
Is early retirement a wise choice?
Cameron Walker examines what retirement means today, and considers whether early retirement or remaining in work for longer is the wisest option.
Read moreBiography
Rob 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.
Biography
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.
Biography
Andrew started his financial career as an IFA in London before moving into tax consultancy and as UK Sales Director was responsible for setting up the UK division of an international tax firm.
From there he set up his own successful firm, Astute360, which connected professional services with each other to maximise business growth and client service. Through the many relationships Andrew built during this time, he is expertly placed to understand what professional businesses need and value in terms of the partners they work with.
Joining Nedbank Private Wealth in 2022, he has continued to build trusted and long-term partnerships with UK and international firms. His role is to expand and further deepen our relationship with the best professional advisers, enhancing the service we provide, as well as ensuring we deliver for our professional adviser network and their high net worth clients.
Biography
Rachel joined Nedbank Private Wealth in 2023 and is responsible for leading the people and culture strategy across all office locations. She has over 28 years of experience working across global jurisdictions in corporate and private equity environments within trust and corporate, wealth management, e-gaming, business and retail banking sectors.
With over 15 years’ experience in senior human resources roles, Rachel develops and delivers on people strategies using a strong cultural awareness and commercial focus.
Rachel is a member of the bank’s executive committee and is based in the Isle of Man office.
Biography
Fiona heads up our marketing team with responsibility for our marketing programmes, brand management, public relations, sponsorships and events. Prior to joining Nedbank Private Wealth, she was at Quilter for eight years where she was, most recently, marketing director for their UK advice businesses.
Fiona spent many years studying and working in Edinburgh, starting her marketing career at Scotland’s leading advertising agency prior to moving into retail bank marketing at both Standard Life and Tesco Personal Finance.
Fiona holds multiple marketing qualifications and is a member of the Chartered Institute of Marketing.
Biography
As chief operating officer, Mark oversees core operations, operational change and transformation, data management, and information technology. Prior to joining us, Mark held senior roles at JPMorgan Chase and PricewaterhouseCoopers in various locations including London and New York, and across continental Europe. Throughout his career, Mark has demonstrated a keen focus on developing and leading high-performing operational teams in both core banking and technology departments.
Mark is a member of the Chartered Institute of Management Accountants and is based in the Isle of Man office.
Biography
James joined the Nedbank Private Wealth team in 2023 as a senior private banker working closely with our high net worth private and corporate clients. Having worked in wealth management on the Isle of Man for over 17 years in a professional capacity, James’ experience in wealth management and his knowledge of the professional market on the Isle of Man is instrumental in supporting our existing private clients and growing our business further.
Prior to joining, James worked for an international retail bank where he held various roles, including senior financial planning manager, premier relationship manager and, most recently, area director for the bank’s premier banking and wealth management business.
James holds professional qualifications with both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment, and has been awarded the designation of Chartered Financial Planner with the CII.
Biography
Richard joined Nedbank Private Wealth as a senior private banker in 2022 and has more than 35 years’ experience within the offshore financial industry. He has worked with clients in Europe, Africa, the Middle East, Asia and The Americas.
Specialising in relationship and wealth management, Richard has helped high net worth individuals and families manage, protect and growth their wealth, by acting as a senior, trusted advisor.
Richard is a Chartered Fellow of the Chartered Institute for Securities & Investment, a Chartered Wealth Manager and a member of the Society of Trust and Estate Practitioners.
Biography
Matt joined Nedbank Private Wealth in November 2022 as a private banking officer in the private client team. He has experience working with both private clients and intermediaries through past roles with banks and fiduciaries such as Coutts and Intertrust Fiduciary Services Limited.
Matt’s priority is to provide an exceptional personal service to clients and help support the team and business grow both locally and internationally.
Matt is currently studying towards the Investment Advice Diploma with the Chartered Institute for Securities & Investment.
Biography
Darren has over three decades of experience in the banking and financial services sector. He spent 29 years working in the City of London before moving to Dubai with Barclays Wealth International in 2015. He joined Nedbank Private Wealth in January 2023 and brings extensive experience of advising and managing clients in the Middle East region.
Based in Dubai, Darren is responsible for building and strengthening valuable client relationships across the Middle East, in addition to establishing a healthy network of introducers and intermediaries in the region. He is a member of the Chartered Insurance Institute and holds the Financial Planning Diploma.
Biography
David is an investment specialist based in our London office. He is a multi-asset investment manager, having a solid track record specialising in UK equities, fixed income and alternative investments. He also has extensive experience in third party fund manager selection. He has 17 years of experience in providing discretionary wealth management solutions for high-net-worth and ultra-high-net- worth individuals, and trusts. In recent years, he has transitioned to become a trusted adviser to clients not limited solely to their investment needs, but also providing banking and lending solutions.
Prior to joining us, David was a private banker at Brown Shipley & Co. Previous roles included head of investment management at Falcon Private Wealth where he was part of the firm’s executive board, responsible for its discretionary management offering, including its successful Tier 1 UK Investor Visa programme. David also brings experience from Deloitte where he assumed the role of a holistic wealth and investment manager.
David is a Chartered Fellow of the Chartered Institute of Securities & Investment and a Chartered Wealth Manager.
Biography
Adrian joined the wealth planning division in London in 2023. He has over 20 years’ experience of delivering financial planning advice, having worked for Credit Suisse and chartered accountancy firm Crowe UK LLP prior to joining Nedbank Private Wealth.
Adrian spends time with clients and their families to understand their current situation and future aspirations. Working closely with our private bankers and taking our wider wealth management capabilities into account, he advises them on the strategy and structuring of their assets, formulating bespoke wealth plans to help them meet their needs and objectives.
Adrian holds the diploma in financial planning and is a member of the Chartered Insurance Institute.
Biography
Priscilla joined the London team in 2023 having relocated from Hong Kong. She provides support across the UK credit specialist team to meet clients’ borrowing requirements. Prior to joining Nedbank Private Wealth, she has worked in credit support in the private banking sector since 2017. Priscilla is currently studying towards the Certificate in Mortgage Advice and Practice.
Biography
Lesley 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.
Biography
Matt joined the team in February 2023 and has over 20 years’ experience in financial services management. After leading customer facing teams, he spent 10 years working within products and propositions at HSBC, with roles including deputy head of current accounts, head of student banking and senior premier proposition manager. He joined Nedbank Private Wealth after three years at Rathbones where he created and oversaw a new product governance structure. His role is to ensure our product suite continually delivers for our clients and, in doing so, meets our regulatory obligations. Matt holds a Diploma in Financial Services Management.
Biography
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.
Biography
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.
Biography
Beckie is responsible for managing and developing Nedbank Private Wealth’s product and service proposition across our full suite of wealth planning advice, investment management, banking, and online and digital services. She also has responsibility for our marketing and business assurance teams.
Beckie has more than 30 years’ client-facing experience in the banking industry, both in the UK and the Isle of Man. Prior to taking up her client proposition role, Beckie managed our Isle of Man-based private banking team, responsible for delivering excellent service and advice to a range of private clients, corporate trustees and intermediaries.
Beckie is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Authored articles
Is it worth investing in financial knowledge?
Have you wondered if your level of financial knowledge is holding you back? Beckie Williams, head of client proposition, explains why it’s completely understandable we don’t naturally have more knowledge, and shares five topics to start a conversation about personal finance with your family.
Read more
Biography
Steve is the Executive Head of Nedbank Private Wealth’s treasury operations. He has over 35 years of banking experience and has held a number of senior management positions during his career, primarily focused in the areas of foreign exchange and asset and liability management.
Steve is professionally qualified in treasury and investment business and is a member of the bank’s Asset and Liability, Investment, and Executive Committees.
Appointed: August 2002
Qualifications:
- Securities and Investment Institute Investment Management Certificate
- Securities and Investment Institute Derivatives Certificate
- Association Cambiste Internationale Dealing Certificate
Biography
Louis joined the London team of Nedgroup Investments, a sister company of Nedbank Private Wealth, in 2019 as an investment analyst, focusing on quantitative analysis and fund research. He has also worked for Investec, Capgemini and Wesleyan as an intern.
Louis holds an MSc in Finance from the London School of Economics and Political Science and has a first class BSc (Hons) degree in Economics from the University of Birmingham. He is completing his Chartered Financial Analyst qualification.
Biography
Tim looks after a select portfolio of international institutional and private clients, with many client relationships spanning over twenty years. He also has responsibility for the business development strategy for the Isle of Man.
While maintaining long-standing relationships with a small number of private clients and their families, Tim’s role has been to draw on his wide range of technical skills to develop solutions for clients with more specialist needs. Notably, over the last ten years, he has developed a range of services for the ever evolving e-commerce world, and has a depth of experience and knowledge in a wide range of cutting edge, tech-driven industries.
Biography
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.
Biography
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.
Authored articles
The oil saga continues
The swings in oil prices – despite pulling back from recent highs not seen since 2008 – speak to some of the fallout from the Russia-Ukraine war. But without a peace treaty in sight, the story of what’s happening with oil (and other commodities) is far from over, as James Robertson explains.
Read more
Biography
Based in the London office, Simon was appointed to the role of senior investment analyst in 2012, focusing primarily on fund research and portfolio management for Nedgroup Investments, a sister company of Nedbank Private Wealth. Simon has 20 years of industry experience in asset management and is a Chartered Financial Analyst.
Prior to joining the firm, Simon worked as a senior investment analyst at XL Group, a global insurance and reinsurance company, within its investment management division. Further experience includes working at UBS Investment Bank within their economic research department as an economist and strategist, focusing on emerging European markets.
Authored articles
2022 global market review
2022 was an extremely challenging year with disappointing equity and bond market returns. High and rising inflation through most of the year led central banks around the world to raise interest rates sharply and put downward pressure on almost all asset classes.
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Biography
Kirk joined Nedbank Private Wealth in October 2021. He works as a private banker and his focus is to find solutions for clients that encompass their overall wealth planning needs, both now and for the future.
He has over 18 years of experience working in financial services in Jersey, primarily in relationship management and private banking roles. Prior to joining Nedbank Private Wealth, Kirk spent seven years as a private banker at Kleinwort Hambros.
Kirk is a Chartered Fellow of the Chartered Institute of Securities & Investment and holds the Certificate in Mortgage Advice & Practice (CeMAP).
Biography
Alex re-joined the London team as a private banker in June 2022. He had previously spent almost three years with the bank from 2016 to 2018, before moving to Kleinwort Hambros for four years and obtaining his professional qualifications. Alex also brings to the table experience at Handelsbanken.
With nine years’ experience in the banking industry, Alex provides clients with a high standard of service and offers advice across the full suite of wealth management and private banking solutions, aiming to ensure they have a wealth plan in place to help them achieve their financial goals and aspirations.
He is a Member of the Chartered Institute of Securities & Investment.
Biography
Bruce joined the team in July 2022 with responsibility for Nedbank Private Wealth’s lending proposition in the UK. His role includes support for clients’ borrowing requirements, as well as assisting clients who have been introduced to the boutique wealth manager by mortgage brokers and other property intermediaries.
With over 20 years in banking and eight years as a lending specialist for financial services firms, Bruce’s previous roles include working as an individual banking manager for Handelsbanken and as a senior lending officer at Ahli United Bank, focusing on private client relationships and the mortgage intermediary market.
He holds a Certificate in Mortgage Advice and Practice (CeMAP).
Biography
Sid joined Nedbank Private Wealth from HSBC CIIOM in 2021. Prior to this, he honed his skills as an independent financial adviser and wealth manager. Since joining, Sid’s primary responsibilities involve spearheading business development and maintaining close collaborations with corporate and trust service providers. His forte lies in crafting tailored wealth solutions by working closely with professional advisers, ensuring a personalised approach for each client. Sid takes pride in cultivating strong relationships with his clients, offering them a comprehensive private banking service that seamlessly integrates banking, lending, and investment management solutions. Additionally, he actively participates in relocation planning to further enhance his clients’ financial well-being.
Sid is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. He holds a Financial Advisor Diploma in Banking and Finance from the London Institute of Banking and Finance and a Certificate in Mortgage Advice from the Chartered Insurance Institute.
Biography
Anna joined Nedbank Private Wealth in 2022 and is based out of the London office, working with the wealth planning division. Alongside the team, she 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.
Anna holds the Diploma in Regulated Financial Planning with the Chartered Insurance Institute and a BSc (Hons) degree from the University of East Anglia.
Authored articles
Christmas stockings, cranberry sauce and (self-assessment) tax returns
Many see Christmas as a time for festivities, others as the time to file tax returns ahead of the 31 January deadline. But while you and Santa are making your lists, and checking them twice, Anna Slater highlights some pointers to help you with UK self-assessment submissions.
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Biography
Bianca joined Nedbank Private Wealth in September 2018. Prior to this, she worked for nearly nine years as a personal banking adviser at Lloyds Bank in the UK.
In her day-to-day role, Bianca supports the Dubai team, helping with onboarding new clients, assisting with queries from existing clients and developing relationships with intermediaries. Bianca’s main focus is building valuable client relationships across the Middle East region and providing excellent client service.
Biography
Craig has been with Nedbank Private Wealth since 2001. After spending 18 years in numerous roles within our operational departments, he moved to the private banking team in June 2019 where he has been working closely with Senior Private Banker, Tim Cretney, supporting a select portfolio of international institutional and private clients.
Craig is a member of the Chartered Banker Institute and is currently studying for the Certificate in Mortgage Advice and Practice (CeMAP) qualification with the London Institute of Banking & Finance
Biography
Michaela joined Nedbank Private Wealth in 2021 and has over six years’ banking experience. Having started out in the client services team, she progressed to the role of private banking officer and now supports the private banking team in delivering a high-quality experience for clients.
Michaela is currently working towards the Certificate in Mortgage Advice and Practice and then plans to undertake investment qualifications. Ultimately, she aspires to grow her knowledge and experience to become a private banker.
Biography
Donny joined the London team from Barclays Private Bank in 2019 and was promoted to the role of Private Baking Officer in July 2021. His role entails supporting the private banking team in meeting clients’ wealth management needs, through integrated banking, investment management, lending and fiduciary services. Donny prides himself on placing client interests and requirements first.
He is currently working towards achieving his qualifications so that he can move into a Private Banker role and continue to deliver a high quality service to clients.
Biography
David has over 30 years’ experience in the financial services sector. He joined the Jersey office from the Royal Bank of Scotland International in 2000.
Specialising in lending, David works closely with the private bankers in Jersey to develop appropriate lending solutions for their clients. He also looks after his own portfolio of high-net-worth individuals, advising on all aspects of their wealth.
David is an Associate of the Chartered Institute for Securities & Investment.
Biography
Greg has lived in Dubai for 17 years and joined the Nedbank Private Wealth team in 2014. He has worked in various roles in both retail and international finance, before moving into private banking.
Greg manages the day-to-day running of the Dubai office, and provides support to the private banking team, as well as assisting clients. He is also a main point of contact for a number of intermediary relationships, ensuring these continue to grow and run smoothly.
Biography
Huw joined the London team in 2017 from Duncan Lawrie and has over three decades of private banking experience. Having started his career with NatWest, he spent 14 years at Grindlays Private Bank before joining Butterfield Private Bank for 12 years in 2004.
As a trusted adviser to his loyal and long-standing high-net-worth client base, Huw is passionate about delivering exceptional client service dovetailed with a full range of holistic private banking services. These include identifying wealth management requirements and offering integrated banking, lending, investment management and fiduciary services.
He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.
Authored articles
Building a financial future after divorce
The first working Monday of the new year is said to be the busiest day for divorce lawyers but going through a divorce can be an emotional upheaval at any time of the year. Huw Williams examines eight steps you can take to start getting your life in order and planning for the future.
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Biography
James is responsible for the day-to-day supervision of the treasury team, overseeing the management of inherent liquidity, interest rate and foreign exchange risk. He also works in conjunction with Steve Fox, head of treasury, to ensure client foreign exchange and deposit pricing remains competitive to industry peers, and to manage clients’ bespoke currency requirements.
Based in Jersey, James has more than 25 years of treasury experience, having started his banking career at UK Merchant Bank and Morgan Grenfell, before joining Nedbank Private Wealth in 1998.
James is a member of the bank’s Treasury Asset and Liability Committee.
Biography
Katie joined Nedbank Private Wealth in 2018 and has over 5 years’ banking experience, having joined the team from Barclays Wealth. As a private banking officer in the Isle of Man office, Katie has responsibility for helping private clients with their day-to-day banking, as well as managing her own portfolio of clients.
Biography
Kirsty joined Nedbank Private Wealth in 2012 as a client service officer in the private client team. She has experience in managing both private client and intermediary relationships, and is passionate about delivering high-level client service. Kirsty has responsibility for managing the support team in the Jersey office and is a Certified Mortgage Advice Practitioner.
Kirsty has over 17 years’ experience in the financial services industry, having previously worked at RBC, assisting with both high-net-worth and ultra-high-net-worth relationships.
Biography
Kathleen joined Nedbank Private Wealth in 2007 and has over 25 years’ experience in the financial services industry, primarily in the banking and investment sectors. She looks after a portfolio of high-net-worth clients ensuring they receive the highest standard of service across our full suite of solutions. This includes identifying each client’s wealth management needs and addressing them through integrated banking, lending, investment management and fiduciary services.
Kathleen is an associate of the Chartered Institute for Securities & Investment and holds an Investment Advice Diploma in Retail Advice and Planning, as well as a Certificate in Mortgage Advice from the London Institute of Banking and Finance.
Biography
Having joined the bank in its first year of establishment, Martin is one of our longest-serving members of staff and worked predominantly in our treasury operation before moving to the private banking team in 2004.
Martin is the relationship manager for a number of high-net-worth clients, delivering high quality service covering all aspects of their wealth management requirements, including lending, foreign exchange, and investment solutions.
Martin is a member of the London Institute of Banking and Finance.
Biography
Chris has 30 years’ experience in international banking and wealth management. Based in Dubai, he is responsible for strengthening and building valuable client relationships in the Middle-East, including Bahrain, Qatar and Oman.
He has a strong background in providing holistic financial planning, and offers offshore banking and fiduciary services to local and expatriate high-net-worth clients in the region. Chris also has a wealth of experience in providing estate and inheritance tax planning.
Biography
Brian is responsible for managing the foreign exchange book across the company’s international jurisdictions. As part of the treasury team, he works closely with our relationship managers to provide foreign exchange solutions for our clients.
Brian joined in December 2018 and has over 35 years’ financial markets experience, working for various global banking operations including Lloyds Bank Plc, Royal Bank of Canada and BNP Paribas.
Brian is a member of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate and ACI Dealing Certificate.
Authored articles
Once more unto the breach
A review of FX and markets in 2022 and what we can look forward to in 2023.
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Biography
Allie manages a select portfolio of high-net-worth clients, working closely with their professional advisers, such as lawyers and accountants, to provide services tailored to their specific financial needs. These include wealth management, succession planning, pensions, lending and banking services. She also works closely with fund managers, trusts and corporate service providers, financial advisers and legal firms. In addition, she acts as an investment adviser to various pension schemes and trusts.
Allie is a Fellow of the Chartered Institute for Securities & Investment.
Biography
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.
Biography
Based in our Isle of Man office, James is responsible for delivering the end-to-end investment management process, overseeing the implementation of the Nedbank Private Wealth house view within our discretionary managed portfolios, and for developing our investment proposition.
He has over 18 years’ investment experience and has been responsible for the Nedbank Private Wealth managed discretionary portfolios since 2007. James holds the Certificate in Investment Performance Measurement from the CFA Institute.
Authored articles
Why home biases may be bad
A home bias means holding a higher proportion of investments in your domestic financial markets than is justified by that market’s size. And many investors have far higher levels of assets invested in the UK than its global capitalisation in any asset class warrants. James Robertson highlights the reasons why this may be a bad approach.
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Biography
Cathy joined Nedbank Private Wealth in 2010 and heads up the marketing team. She has 25 years’ experience in financial services marketing and has worked for a number of private banks and wealth managers in the Isle of Man and South Africa.
She is a Fellow of the Chartered Institute of Marketing and a Chartered Marketer.
Biography
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.
Biography
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.
Biography
Marien joined Nedbank Private Wealth to head up the financial crime team in January 2021.
Marien has 10 years’ experience working with all types of financial crime, ranging from investigations as a forensic accountant to working with and for financial institutions to help prevent and detect financial crime.
Biography
Kershen joined the London team in 2020 having relocated from South Africa. He started working in the financial services sector in 2018 and supports the private banking team in delivering a high level of personal client service. He is also currently working towards achieving his qualifications so that he can move into a private banker role.
Prior to joining Nedbank Private Wealth, he worked at Nedbank in South Africa in administration support for unsecured lending and then in client services for Nedbank Insurance.
Biography
Emma joined Nedbank Private Wealth in 2017 after spending five years’ as a primary school teacher. Initially based in the investment administration department, she gained valuable experience within both the income and corporate actions teams. Emma now works in the private banking team and is responsible for assisting the private bankers in delivering a high-quality client experience.
Following successful completion of the Investment Operations Certificate, Emma is now an Associate Member of the Chartered Institute for Securities & Investment. She is currently studying towards the Certificate in Mortgage Advice and Practice.
Biography
Gavin joined Nedbank Private Wealth as the head of operational resilience and technology risk in March 2020.
He has 10 years’ experience working in cybersecurity, fraud and data protection roles. He is a qualified ISO 27001 lead auditor, as well as a GDPR practitioner and business continuity professional.
Biography
Chiraag joined the team in 2021 with responsibility for Nedbank Private Wealth’s lending proposition in the UK. His primary role is to support clients’ borrowing requirements, as well as help clients who have been introduced by mortgage brokers and other property intermediaries.
With 18 years’ experience as an adviser in the property teams of financial services firms, with an emphasis on serving the high net worth market, Chiraag’s previous roles include time as a credit specialist at Santander Private Banking and Barclays.
He holds a Certificate in Mortgage Advice and Practice (CeMAP) and graduated from the Queen Mary University of London with a BSc (Hons).
Authored articles
Seize the moment with Lombard loans
Sometimes an investment opportunity arises that’s simply too good to miss. By borrowing against your liquid financial assets, Lombard loans offer the flexibility to diversify your portfolio when needed, without having to sell any of your existing assets or investments or disrupt your long-term plans.
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Biography
Yash joined the wealth planning division in 2022 and has over 16 years’ experience in wealth management. He works closely with clients and their families, together with their professional advisers, to assist them in structuring their wealth in the most efficient manner to achieve their goals and aspirations. Yash has been with the Nedbank Group since 2010 and was previously head of international for South Africa’s central region. Since his move to Nedbank Private Wealth in the Isle of Man, he also assists South African individuals and families who wish to invest or relocate internationally.
Yash is a member of the Financial Planning Institute of Southern Africa and a Certified Financial Planner and holds an MBA.
Biography
Dean joined Nedbank Private Wealth in 2021 and has over 35 years’ experience in financial services. He started out in retail banking before moving into private banking and financial planning in both the UK and the Isle of Man.
In his current role, Dean works closely with high-net-worth private clients using his experience to provide banking, lending and investment solutions that meet their individual needs. He holds professional qualifications in banking, financial planning and lending.
Biography
Laura joined the Jersey team at Nedbank Private Wealth in August 2022. She has 25 years’ experience in financial services, having worked previously as a relationship manager and private banker at RBC in the Channel Islands. In her current role, Laura supports the private banking team and aims to provide excellent client service.
Biography
Laurence joined the London office in November 2021 and has a number of years’ experience in different areas of the financial services sector. His focus is on building strong relationships with clients in order to understand their personal financial situations and goals. Prior to joining Nedbank Private Wealth, Laurence worked as a private banker at Investec for five years.
Biography
Griffin joined the London team of Nedgroup Investments, a sister company of Nedbank Private Wealth, in 2021 as an investment quantitative analyst. Griff uses his data analytical skills to assist in both risk analysis and portfolio modelling in Europe, focusing on quantitative analysis and fund research.
Griff holds a PhD in Mathematical Sciences (Queen Mary’s London), an MSc in Investment and Finance (University of Strathclyde) and 2 BA degrees (Mathematics and Musical Performance) from University of San Diego. Originally from California, Griff has also worked for Latitude 34 Ltd and EQ International as an intern.
Biography
Sava joined the London team of Nedgroup Investments, a sister company of Nedbank Private Wealth, in 2008. His focus is on equity fund research, portfolio construction, trading and asset allocation.
Sava holds an MBA and MA in International Relations. Previous experience was gained at the London Stock Exchange.
Biography
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.
Biography
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, Catherine Clarke.
Biography
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, Catherine Clarke.
Biography
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, Catherine Clarke.
Nedbank Private Wealth Board
Meet our client services team
With over 230 years of banking experience between them, our client service team takes pride in offering the highest level of personal service. They are here to make your life easier and assist you with all your financial needs.
You can call the team between 8am to 8pm (UK time) Monday to Friday and will be greeted with a human voice at the end of the phone. And more than 99% of the time, your call will be answered within three rings.
We value our staff and work hard to retain their motivation and commitment. Our loyal team means you will be able to speak with the same people year upon year. You can even call their direct lines.
We look forward to speaking to you, so get in touch on +44 (0)1624 645000.
Get in touch
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.