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How we work with IFAs

Understand how we support your relationships with your clients

Working with us

We will always act in your clients’ best interests, offering only transparently priced products and services that match their requirements.

 

We are here to make your life easier and to assist you in meeting your clients’ financial needs.

 

Our primary role is to provide objective guidance and product and service excellence.

Professional online banking services

Our professional online banking services (POBS) provides you with the flexibility to view your clients’ accounts, statements and valuations online. Managing clients’ wealth is made easy with the ability to make payments, internal, domestic and international transfers, as well as execute foreign currency exchange. A comprehensive range of reporting services offers the means to create and export client information as and when required.

 

If you are not already signed up for our professional online banking services, please contact intermediary support to find out more.

Downloads

Find our literature and fact sheets here.

Intermediary support team contacts

Ann Andrade or Tom Callister

+44 (0)1624 645800

Access our latest insights

Investing

28 January webinar: Q1 London residential property update

22 Jan

   |   35 mins, plus Q&A

Colin Campbell is joined by two London property experts to discuss the current state of and outlook for the London residential property market following the highs and lows of 2020.

Investing

The week in review

19 Jan

   |   2 mins

A review of the week of 11 January saw world equities overall down just over -1% in US Dollar and Sterling terms. Read more about the news headlines impacting financial markets.

Investing

13 January investment webinar: 2021 outlook

13 Jan

   |   40 mins

David McFadzean was joined by Andrew Yeadon to talk through what investment trends we see in 2021 financial markets, the risks facing investors, and what that means for portfolios.

Investing

What the January Senate wins mean for markets

12 Jan

   |   5 mins

In a week of dramatic events that led to the US president facing his second impeachment proceedings, the US also saw the Georgia senate run-offs decided. Rebecca Cretney explains what that should mean for markets. 

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IMPORTANT

Beware of scams using Nedbank Private Wealth’s name.

 

Have you received an email or SMS claiming to be from Nedbank Private Wealth, inviting you to open an account?

 

Don’t be tricked – Nedbank Private Wealth never contacts members of the public directly, and will never use email or text messages to ask you for your bank details or sensitive personal information.

 

We are aware of scams using our name and those of our staff. These are usually intended to convince you to send money to the scammers, who use our name because it sounds legitimate.

 

If you are in any doubt about whether an email or SMS in our name is legitimate, please speak to your private banker, or call the telephone numbers on the “Contact us” page.