Partnering with like-minded professionals

We pride ourselves on building lasting relationships with private high net worth clients and their advisers. By working closely with fellow professionals who have a client’s best interests at heart, we believe we can give the best possible service to both the client, and their family.

Professional connections for...

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Personalised private wealth services

We don’t believe in a one-size-fits-all model and really get to know our clients.

You can be confident that your clients are in good hands when you partner with Nedbank Private Wealth. It’s part of our DNA to get to know our clients and find out what really makes them tick. We invest time with clients, and this allows us to be curious so we can get a deep understanding of them as people, their ambitions, their priorities and goals. This understanding helps our advisers tailor our conversations and services to meet clients and their family’s needs now and in the future.

Partnering with us

Join the many professionals who trust Nedbank Private Wealth to deliver for their clients

  • Boutique, personalised service

    We pride ourselves on offering a bespoke, personalised service to all our private wealth clients. By working closely with you we ensure the high levels of service they are used to continue with us.

  • Strong relationships

    We work hard to understand what’s important to you and your firm. When you are looking for a firm to pass the baton onto for wealth planning, private banking, investments or borrowing – we can help. You can have confidence that we will help your clients with their immediate needs, or successfully plan for their future. We know that clients value a personal touch, and that is at the centre of what we offer.

Partnering with lawyers

The trusted partner for law firms


  • Whether you specialise in immigration and family law, or support your clients with tax, trust and succession planning, we are the ideal partner for you.

  • Our experienced team of private bankers and wealth planning specialists offer your clients the levels of service expected from an award-winning boutique firm.

  • We know it’s important for you to work with like-minded professionals who will offer your clients the high quality, personal approach that they are used to. Our multi-award-winning private wealth planning service delivers exactly that. When you refer a client to us, you can be confident that they will be in safe hands as we help them plan for both today and tomorrow.

Frequently asked questions

Nedbank Private Wealth

What types of clients are referred by professional partners?

Typically, high-net-worth clients with UK – and often international – connections.  They are looking for support with their financial and wealth planning needs.

How does Nedbank Private Wealth work with third party advisers?

We look to create solid relationships, with a reciprocal approach to referrals.  We bring specialists in from our wider team to collaborate with you in ensuring clients are best supported.
Tax advisers and trustees

Supporting your clients and beneficiaries

If you are a tax adviser, you can have confidence that we understand the importance of working with you and your high-net-worth clients to ensure a coordinated approach to tax and wealth planning. We also understand that each client is unique, with their own goals, values, and priorities.

We also offer a range of services to trustees including private banking for the trust and any underlying companies, lending solutions to help with long or short-term cashflow needs, and managing currency risk through our in-house treasury team

To help you fulfil your fiduciary responsibilities, we submit our portfolios to the team at Managed Portfolio Indices, the STEP member service, and to Asset Risk Consultants.

Partnering with financial professionals

A bespoke service for IFAs and mortgage intermediaries

We are here to make your life easier and help you meet your clients’ financial needs. Whether your high net worth clients are looking for international banking, savings options, or personalised borrowing, our private banking service provides a solid foundation for managing their wealth.

Our professional online banking services provide you with the flexibility to view your clients’ accounts, statements, and valuations online.

We offer a personal approach to lending, with all applications judged on their individual merits and we have extensive experience of working with those who may not fit the criteria of high street lenders due to their complex financial affairs.

Join the professionals partnering with us

Get in touch to find out more about us and how we can help you and your clients.


Meet our team of dedicated professionals

Our teams are highly skilled and will help to understand your needs, giving you access to proactive help and efficiency through a single point of contact.

Find out more about our teams in the UK, Isle of Man, Jersey and Dubai here

Frequently asked questions

Nedbank Private Wealth

As a professional partner, why is Nedbank Private Wealth different?

Our partners value the fact that because we are a boutique organisation, we are nimble, entrepreneurial and solution oriented.  We offer a bespoke service to clients, and you can have confidence in the way we work.

Can I only refer UK clients to you?

No, we have extensive experience in helping clients from all over the world, living globally mobile lives.