Please note this information is only intended for professional partners and not for private individuals.
As a wealth manager, we can help plan and structure your clients’ assets through life’s changes to provide for their own needs, and those of future generations. As an investment house, we help clients grow and protect their wealth using globally diversified portfolios. As a private bank, we can support your clients’ finances from day one, as well as deliver a range of bespoke and competitive lending solutions.
Our awards validate our commitment to our clients. It’s recognition from the people that matter – the clients whose wealth we are privileged to manage and our own team. Voted the best private bank for seven years running in the City of London Wealth Management Awards, we have an even longer history with The Sunday Times 100 Best Companies to Work For.
With a long track record of working with accountancy practices, we focus on:
With considerable experience and understanding of the needs of entrepreneurs, we can help your clients both before, during and after any liquidity events. In particular, Nedbank Private Wealth regularly helps clients to:
Whether providing support for clients of family or private client lawyers, Nedbank Private Wealth can help to:
We also work with immigration lawyers to help clients relocate to new jurisdictions, structure their affairs in their new home and retain links to their heritage.
While Nedbank Private Wealth has an in-house trust team in Nedgroup Trust, the fiduciary business operates separately from the bank. And while we have clients in common, we also work with other trust companies to support them and their beneficiaries by:
In addition, we also submit our portfolios to the team at Managed Portfolio Indices, the STEP member service, and to Asset Risk Consultants. These allow trustees to fulfil their fiduciary responsibilities more easily with regard to monitoring investment performance.
We regularly publish articles and stage webinars on investments to explain what’s happening in financial markets. And we cover other topics as to how you can manage your wealth. Just submit your email address to receive the updates in your inbox.
John heads up the wealth planning division for the international business. He 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. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.
John has over 25 years of advisory and management experience, working for global organisations providing advice and solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.
John is a Chartered Financial Planner, a Fellow of the Personal Finance Society and is a full member of the Society of Trust and Estate Practitioners (STEP).
Head of Wealth Planning
John heads up the wealth planning division for the international business. He 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. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.
John has over 25 years of advisory and management experience, working for global organisations providing advice and solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.
John is a Chartered Financial Planner, a Fellow of the Personal Finance Society and is a full member of the Society of Trust and Estate Practitioners (STEP).
+44 (0)20 7002 3610
Antoine de Saint-Exupery said “A goal without a plan is just a wish”, which is particularly relevant when we consider our financial goals and aspirations. John Williams, who recently joined us as head of wealth planning, highlights three areas where wealth planning can be particularly important.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Internationals moving to the UK are able to remain non-domiciled, which offers opportunities and pitfalls, as our host, John Williams, and his guest, Mike Curran of PwC, will explain in this webinar.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }After the turbulent events of 2020, many may be planning to make life changes now the new year has started. John Williams suggests five easy ways to make a start by putting your finances in order.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }The concept of retirement means different things to different people. What does it mean for you? John Williams explains in a 30 minute webinar.
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Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. Rebecca was appointed to the role of investment counsellor in March 2019 to focus exclusively on the company’s discretionary investment management services.
She works closely with our teams of private bankers to provide support in advising our clients with integrity, and to give additional technical investment expertise where more complex portfolio requirements exist.
Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
Investment Counsellor
Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. Rebecca was appointed to the role of investment counsellor in March 2019 to focus exclusively on the company’s discretionary investment management services.
She works closely with our teams of private bankers to provide support in advising our clients with integrity, and to give additional technical investment expertise where more complex portfolio requirements exist.
Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
+44 (0)1624 645813
Nedbank Private Wealth manages mainly multi-asset portfolios, so our communications don’t tend to focus exclusively on one asset class. However, today we propose discussing equities. Why? Because when you consider the news headlines, and then consider equity markets, we appear to be living in a parallel universe.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }The news feed from the coronavirus is all consuming, and rightly so. A disease that was widely touted, just a couple of months ago, as ‘similar’ to influenza has infected millions and killed hundreds of thousands of people.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Two major disasters have crossed paths and it seems that the only good news we read about these days relates to how the coronavirus pandemic is slowing down climate change. Otherwise the press is full of heart-breaking stories of loss, peppered with acts of kindness and a sense of us trying to pull together. No one can tell us with absolute certainty what the future looks like, or when this will end. It can feel like we are staring into the deep unknown.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }One of the first lessons you are taught when studying anything investment related is the role diversification plays. For my investment exams, I was taught a diversified portfolio consisted of around 20 stocks ‒ a mere nod to today’s view. Instead, your portfolios – if you are a client of Nedbank Private Wealth that is – are invested across thousands of companies.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }As we witnessed in our latest webinar (click here for the Q&A), investors are struggling to understand everything given the tsunami of news. Markets have begun to claw back losses in some areas, but there may well be more bad news ahead, before we see a sustained trend in positive headlines. So what’s next?
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }“He allowed himself to be swayed by his conviction that human beings are not born once and for all on the day their mothers give birth to them, but that life obliges them over and over again to give birth to themselves.” ― Gabriel García Márquez, Love in the Time of Cholera
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }As children, most of us were excited to visit a sweet shop – I definitely was. Dazzled by the bright display of shelf upon shelf of glass jars, there were sweets of every possible shape, colour and taste – all covered in sugar. Some coins lay in my hand, but which sweets would I choose?
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Too often we believe clients sit in too much cash. We understand why people do this, but we think that too much can be an issue. How much do you really need?
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }We are one of only a handful of wealth managers who use currency management as part of our investment approach. In this short 45-second video, we explain why.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }International Women’s Day was on Sunday 8 March, a day that since 1910 has focused attention on women’s rights. The day – and the invitation to speak on the topic at the Institute of Directors on 6 March – prompted me to think through how much has changed for women in the last 110 years. While there are still challenges ahead, this is pivotal time for women.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Allie Kirk, private banker, speaks to Rebecca Cretney, one of our investment specialists, about the current market turbulence.
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Katie joined Nedgroup Trust in 2003 as a trust administrator and is now responsible for the business growth and strategy for the whole trust business at Nedbank Private Wealth. She has over 15 years of trust industry experience, looking after the affairs and succession planning of high-net-worth and ultra-high-net-worth private clients.
Primarily focusing on South Africa, the UK and the Middle East, she leads numerous client relationships in conjunction with her team of professionally qualified trust officers. She is experienced in managing the wealth of families to ensure they have the appropriate structures and team in place to deliver their legacy through the generations.
Katie is a member of the Society of Trust and Estate Practitioners and a Fellow of the International Compliance Association.
Director, Growth & Business Strategy, Nedgroup Trust
Katie joined Nedgroup Trust in 2003 as a trust administrator and is now responsible for the business growth and strategy for the whole trust business at Nedbank Private Wealth. She has over 15 years of trust industry experience, looking after the affairs and succession planning of high-net-worth and ultra-high-net-worth private clients.
Primarily focusing on South Africa, the UK and the Middle East, she leads numerous client relationships in conjunction with her team of professionally qualified trust officers. She is experienced in managing the wealth of families to ensure they have the appropriate structures and team in place to deliver their legacy through the generations.
Katie is a member of the Society of Trust and Estate Practitioners and a Fellow of the International Compliance Association.
+44 (0)1534 823201
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.
Head of Wealth Management
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.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }During 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.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }2019 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.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Investment performance is sometimes reported before fees and charges are taken into account and sometimes after everything has been paid, i.e. net of fees.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }We 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.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }We 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.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Unlike 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%.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }David 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.
.aa93a58c-2957-4922-aaff-4a3098b32d70 { fill: #212b36; }Give us a call today on +44 (0)1624 645000 or please complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.
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