This video was recorded at the London Stock Exchange for our recent investment seminar, where we reflected on this year’s market stimuli as well as the positioning of our investment outlook for 2023 and the opportunities which may arise.
In 2021, Tom Caddick joined as our chief investment officer and this event gives you the opportunity to hear about our investment approach and how your portfolios are positioned.
One of our selected fund managers also provides deeper insight into one of our underlying investment themes.
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Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how we manage cash in our portfolios, or call +44 (0)1624 645000 to speak to our client services team.
If you would like to find out more about how we manage clients’ investments, please contact us on the same number as above, or get in touch via the forms linked towards the end of the page.
Investments can go down, as well as up, to the extent that you might get back less than the total you originally invested. Exchange rates also impact the value of your investments. Past performance is no guide to future returns. Any individual investment or security mentioned may be included in clients’
portfolios. They are referred to for information only and are not intended as a recommendation, not least as they may not be suitable. You should always seek professional advice before making any investment decisions.
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.
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.
+44 (0)20 7002 3498
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.
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.
+44 (0)20 7002 3492
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Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you. Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.
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