About Nedbank Private Wealth in the Isle of Man
Our head office was opened in 1987 in the “jewel of the Irish Sea”. From here we support local residents as well as clients from many countries across the world.
The Isle of Man has a clear and simple tax regime with no capital gains tax, withholding taxes or wealth taxes. There is an income tax cap of £200,000, which has attracted a number of wealthy residents to the island in recent years.
Whether you live locally and are looking for a wealth manager to help you achieve your financial goals, or if you live further afield and would like to explore how our Isle of Man office can help you, we invite you to start a discussion with one of our private bankers.
Services available from our Isle of Man office
Wealth planning
Your needs are unique to you and, as such, you need your own wealth plan. Our team of wealth planners has decades of experience and ensures you access the best expertise to grow, protect and transfer your wealth – for example, in collaboration with our trust practitioners. It’s about finding the right solution for your circumstances and wealth objectives.
Investment management
We start by taking the time to understand your financial goals and aspirations. We actively manage clients’ investments, using a team of experienced professionals, and offer a comprehensive and dedicated service. Or, if you prefer to make your own investment decisions, we can help you manage them through our execution-only service.
Private banking
We pride ourselves on providing a bespoke personal service to manage all your day-to-day banking needs, wherever you are or however complex your circumstances. With our own balance sheet, we can lend against UK properties, as well as against investment portfolios. Our treasury team provides quick and complex foreign exchange services.
Meet the team
Andrew Halsall
Andrew began his career with Nedbank Private Wealth as a private banker in 2005 and has more than 30 years of industry experience.
In his current role as head of private banking on the Isle of Man, Andrew has responsibility for our team of wealth management professionals on the island, building long-term relationships through delivery of excellent client experiences. Andrew continues to maintain a portfolio of domestic and internationally-based clients, working closely with them and their professional advisers to meet their wealth planning, investment, banking and lending needs.
Andrew is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment.
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Tim Cretney
Tim is Head of Business Development in the Isle of Man and has responsibility for the business development strategy. He also looks after a select portfolio of international institutional and private clients, with many client relationships spanning over twenty-five years.
While maintaining long-standing relationships with a small number of private clients and their families, Tim’s role has been to draw on his wide range of technical skills to develop solutions for institutional clients with more specialist needs. Notably, over the last ten years, he has developed a range of services for the ever-evolving e-commerce world and has a depth of experience and knowledge in a wide range of cutting edge, tech-driven industries.
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Martin Ibanez
Having joined the bank in its first year of establishment, Martin is one of our longest-serving members of staff and worked predominantly in our treasury operation before moving to the private banking team in 2004.
Martin is the relationship manager for a number of high-net-worth clients, delivering high quality service covering all aspects of their wealth management requirements, including lending, foreign exchange, and investment solutions.
Martin is a member of the London Institute of Banking and Finance.
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Allie Kirk
Allie manages a select portfolio of high-net-worth clients, working closely with their professional advisers, such as lawyers and accountants, to provide services tailored to their specific financial needs. These include wealth management, succession planning, pensions, lending and banking services. She also works closely with fund managers, trusts and corporate service providers, financial advisers and legal firms. In addition, she acts as an investment adviser to various pension schemes and trusts.
Allie is a Fellow of the Chartered Institute for Securities & Investment.
Learn moreBiography
Andrew began his career with Nedbank Private Wealth as a private banker in 2005 and has more than 30 years of industry experience.
In his current role as head of private banking on the Isle of Man, Andrew has responsibility for our team of wealth management professionals on the island, building long-term relationships through delivery of excellent client experiences. Andrew continues to maintain a portfolio of domestic and internationally-based clients, working closely with them and their professional advisers to meet their wealth planning, investment, banking and lending needs.
Andrew is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment.
Authored articles
The billionaire bank of mum and dad
While parents and grandparents were already property financiers before the pandemic, the period since has seen far more support for the next generation. But does this support have long-term, unforeseen ramifications?
Read moreBiography
Tim is Head of Business Development in the Isle of Man and has responsibility for the business development strategy. He also looks after a select portfolio of international institutional and private clients, with many client relationships spanning over twenty-five years.
While maintaining long-standing relationships with a small number of private clients and their families, Tim’s role has been to draw on his wide range of technical skills to develop solutions for institutional clients with more specialist needs. Notably, over the last ten years, he has developed a range of services for the ever-evolving e-commerce world and has a depth of experience and knowledge in a wide range of cutting edge, tech-driven industries.
Biography
Having joined the bank in its first year of establishment, Martin is one of our longest-serving members of staff and worked predominantly in our treasury operation before moving to the private banking team in 2004.
Martin is the relationship manager for a number of high-net-worth clients, delivering high quality service covering all aspects of their wealth management requirements, including lending, foreign exchange, and investment solutions.
Martin is a member of the London Institute of Banking and Finance.
Biography
Allie manages a select portfolio of high-net-worth clients, working closely with their professional advisers, such as lawyers and accountants, to provide services tailored to their specific financial needs. These include wealth management, succession planning, pensions, lending and banking services. She also works closely with fund managers, trusts and corporate service providers, financial advisers and legal firms. In addition, she acts as an investment adviser to various pension schemes and trusts.
Allie is a Fellow of the Chartered Institute for Securities & Investment.
Get in touch
If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.
We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.