Transcript
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Welcome to the transcript of our video, Why more private client lawyers are choosing us. This page provides the full text version of the content, making it easy to read, reference, or search through specific topics covered in the video. Whether you prefer reading over watching, want to quickly scan for information, or need an accessible alternative to video, this transcript is here to help.
Introduction
Andrew Simpson: Nedbank Private Wealth is a boutique wealth management business that prides itself on building lasting relationships with clients and their advisers.
We don’t believe in a one-size-fits all model, and we don’t just talk about investments. We make it an absolute priority to really get to know our clients and find out what makes them tick.
We invest time with clients and their advisers, and this gives us the ability to be curious so we can get a deep understanding of them as people, their priorities, their ambitions and goals. This understanding helps us tailor our conversations and services to meet clients and their families needs now and in the future.
Huw Williams and Carlo Lourenco are two of the senior bankers who put that approach into action every day.
Personalised Client Relationships
Huw Williams: I think what makes us different is the way we work closely with clients referred to us. I believe it’s really important for clients to choose advisers who see them as a whole person, and most importantly listen to what they want.
Following an introduction from a lawyer, a client needs to choose someone they feel has an empathy with them and understands their particular circumstances, but at the same time is also professional and can provide vital support.
This personal approach to client service is one that I and all the private bankers at Nedbank Private Wealth pride ourselves in offering to all our clients.
Carlo Lourenco: It’s how we work with lawyers and tax advisers themselves. We understand the importance of working closely with you to ensure a coordinated approach.
We collaborate closely with a client’s legal team to understand their needs, identify potential risks, and provide financial advice that supports the client’s objectives.
Global Expertise and Supporting Clients
Huw Williams: The range of services we can offer high-net-worth individuals and the expertise within our business is really appreciated by law firms we partner with.
We’ve worked with clients from all over the world and we’re dedicated to providing a seamless and stress-free experience.
Carlo Lourenco: Each client is unique with their own goals, values, and priorities. Our approach means we can help clients navigate the emotional aspects of wealth management, such as the fear of losing wealth, the desire to leave a legacy, and the impact of wealth and relationships.
Final Message
Andrew Simpson: We are the trusted partner of private client lawyers just like you across the UK, Isle of Man and Jersey. We have experience in helping clients plan their finances for all of life’s eventualities, whether that be going through a divorce or unexpectedly inheriting wealth, immigrating to another country or moving to the UK.
We understand the anxiety and concerns these life events can cause, and we are there every step of the way providing financial clarity and helping clients plan for the future with confidence.
If you’d like to find out more about us as a firm or how we could help you and your clients, please feel free to either call me or email me on the details currently on the screen.