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.

Intermediary support team contacts

Ann Andrade or Tom Callister

+44 (0)1624 645800

support@nedbankprivatewealth.com

Downloads

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Nedbank Private Wealth application forms

If you do not see an application form that you need, contact us.

Other forms

If you do not see an application form that you need, contact us.

International multi-find fact sheets

We provide updated factsheets of all our funds every month, which includes the latest performance information as well as a commentary from the fund manager. The performance of each fund is measured against the fund’s defined benchmark, which is described separately in each factsheet.

Access our latest insights

Investing

The week in review

31 Jan

| 4½ mins

The week of 23 January 2023 saw mixed, but marginally better, economic data. Equities continued their positive run as inflation appears to be cooling and investors hope for signs of a softer landing in 2023.

Money management

Seize the moment with Lombard loans

31 Jan

| 6 mins

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.

Money management

Our top 10 insights from 2022

24 Jan

| 2½ mins

No new year can ‘officially’ start until our obligatory list of top articles and insights! For many of us, 2022 continued to be a challenging year. Amidst the ongoing coverage of conflict, climate concerns and more, there were, however, some brighter notes during the year.