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More than a wealth manager

As a wealth manager, we can help you plan your financial future. As an investment manager, we can help you invest to achieve your wealth goals. As a private bank, we can help you appreciate how borrowing can help, and start supporting your finances from day one.

Taking the time to plan

At Nedbank Private Wealth, we appreciate the benefits of wealth and are here to help you manage its complexities.

 

Whatever the source of your wealth, there is an opportunity to maximise its potential through our wealth planning service.

 

As you’d expect from a boutique manager, we treat all our clients as discerning individuals, offering consistency and flexibility.

Everyone’s situation is unique. This is why a personalised wealth plan is important to help you, and your family, define your goals and aspirations. Your plan should reflect these broader goals and the vital role your finances will play in helping you achieve them. Our support encompasses:

  • Helping you take stock of your current finances and ensuring your assets are working hard
  • Plotting the path of your future finances through cashflow modelling, enabling you to prioritise your short, medium and long-term goals
  • Supporting goal-based investing so that any changes to your portfolios are meaningful
  • Working with you to ensure your plan remains relevant as your circumstances and financial markets change.

Our awards

Often presented over multiple years, we believe our awards validate our commitment to our clients. We don’t seek out awards, but we take pride from them. It’s recognition from the people that matter – the clients whose wealth we are privileged to manage.

Online wealth services

Access your wealth 24/7 through our online wealth services, available ia desktop or our mobile app.

 

Online users can see a consolidated overview of their wealth with Nedbank Private Wealth, make payments and transfers, set-up direct debits, execute foreign exchange transactions, and analyse the investment performance of discretionary managed portfolios – all in one place.

 

We also offer clients the use of a secure chat messaging app.

Access our articles and insights

Money management

New year, new start: 5 steps to get ahead for 2021

6 Jan

   |   5½ mins

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.

Our top 10 for 2020

23 Dec

   |   2 mins

As 2020 draws to a close, we look back and list our top 10 articles and webinars from the year. And we're looking forward to 2021 and publishing more content that we hope you will find of use.

Money management

Roast turkey and (self assessment) tax returns

16 Dec

   |   5½ mins

Many see Christmas as a time for festivities, others as the time to file tax returns ahead of the 31 January deadline. But while you and Santa are making your lists, and checking them twice, Pippa Vick flags some pointers to help you with self assessment submissions.

Money management

Capital gains tax: is change coming?

8 Dec

   |   5 mins

Gareth Hughes, partner at Greenwoods GRM, reviews a recent proposal from the Office for Tax Simplification on changes to UK capital gains tax. Ahead of any changes, he provides his thoughts on how clients might mitigate the tax.

Request a Call Back

Give us a call today on +44 (0)1624 645000 or please complete the requested information, and one of the team will get back to you as requested.

 

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.

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Alternatively...

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.

Contact Us

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.

Our office hours are weekdays from 8am to 8pm UK time, except for UK public holidays.

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Become a Client

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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IMPORTANT

Beware of scams using Nedbank Private Wealth’s name.

 

Have you received an email or SMS claiming to be from Nedbank Private Wealth, inviting you to open an account?

 

Don’t be tricked – Nedbank Private Wealth never contacts members of the public directly, and will never use email or text messages to ask you for your bank details or sensitive personal information.

 

We are aware of scams using our name and those of our staff. These are usually intended to convince you to send money to the scammers, who use our name because it sounds legitimate.

 

If you are in any doubt about whether an email or SMS in our name is legitimate, please speak to your private banker, or call the telephone numbers on the “Contact us” page.