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Managing your own investments

If you prefer to make your own investment decisions, our team can help. You decide what you want to invest in, and then instruct us on how much to invest and when.

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Execution-only investments

The Focus investment dealing and custody service

Our experienced dealing team will execute your instructions for you and hold the assets in our custody on your behalf, until you ask us to sell them. You can view all your investments and cash in your account at any time.

Assets can be traded across any of the world’s major stock markets and can be held and reported through your Focus account.

Our execution-only service does not provide advice or help in selecting your investments, and we can’t talk to you about the suitability of your investment choices. If you would like investment advice, please ask about our managed investment service.

Secure custodian facilities

You choose your own investments – how much and when to invest

  • Execution-only service

    You can trade shares across the world’s major stock markets via our dealing desk. Our expert dealing team is available from 8 am to 5 pm on weekdays (excluding UK bank holidays).

  • Secure custodian facility

    Our custodian facility can be used together with our managed investment service. Your stocks and shares will be held on our Focus platform but protected by our nominee registration– keeping your assets separate from our own assets.

    You can take advantage of comprehensive and integrated Focus account reporting with details of any purchases, sales, and corporate actions, with resulting profit or loss arising.

Our dealing desk

Available weekdays from 8am to 5pm (UK time)

You can instruct our dealing team to buy and sell shares. You can either specify a currency amount, or a number of shares. Once the transaction is complete, we will issue a contract note with all the details of the trade included.

  • Contract notes

    Contract notes – confirmations of the trades executed on your behalf – are available to view in your Online Wealth Services desktop or app.

  • Corporate events

    Details of any corporate events relating to the assets you hold are included in the Focus account trading statement.

  • Best execution

    We owe a duty of best execution when we deal on your behalf. This means we will always try to get the best possible result for you.

Frequently asked questions

Nedbank Private Wealth

Do you offer investment advice?

Yes, we offer advice on investments. This would exclude, however, any execution-only investments you instruct us to carry out on your behalf.

What assets can I hold on the Focus platform?

The Focus platform is flexible, allowing you to hold different types of investment including equities (stocks), bonds, funds, and structured products.

Can my IFA trade on my behalf?

Yes. You will need to complete a third-party mandate.

Can I view my investments online?

We offer reporting both online and through our mobile application.
Suitability

Who is the Focus investment dealing and custody service for?

Our execution-only and custody service is for clients who want to buy and sell stocks and shares and do not need any recommendations from us. You may already have a financial adviser who is recommending where you should invest, or you may feel confident in your own investment choices.

Our dealing team of qualified professionals will manage your orders, to provide speedy high-quality executions. You must be sure that you are comfortable with the risks before you decide to invest.

As always, the value of your investment can go down as well as up and you may get back less than you invested, or nothing at all. Past performance is not a guide to future performance.

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Risks

All investments involve a degree of risk of some kind

Managing your own investment portfolio can offer a level of control and autonomy, but the lack of professional advice means you could fall short of your financial goals. You may also fall victim to your own behavioural biases, which could impact your investment performance over the long term, as can emotional investing, where your fears may overtake rational decision-making.

There are many influences on market performance, and understanding the forces can be challenging with limited research and knowledge. The bottom line is that investments can go down as well as up, and you always run the risk of getting back less than you put in.

Corporate social responsibility

Recognising the impact and taking action

We support projects that help reduce the impact we have on our local and global environment. We work closely with local charities to help improve the communities in which we operate and, more broadly, we partner with Ecologi to offset more than our collective carbon footprint puts back into the environment.

Related case studies

Read about more clients we have helped

We have helped countless high net worth clients with their financial needs – some straightforward, some complex. Our bespoke approach, where we really get to know our high net worth clients, allows us to offer solutions that other wealth planners and private banks aren’t able to.

Interested in managing your own investments?

If you are interested in finding out more about our execution-only investment service, get in touch today

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

Frequently asked questions

Nedbank Private Wealth

What happens to dividends?

Cash dividends are paid into your Focus account. Portfolios can be set up with segregated income accounts if required.

How are platform fees deducted?

Fees are collected from the cash account associated with your Focus account after the end of each calendar quarter. The amount payable is based upon the value of the assets on the last day of the quarter.

Can I view my investments online?

We offer investment reporting both online or through our mobile application.

What are the direct investments you use?

Social Care homes, renewable energy infrastructure, song royalties, and asset-backed lending are directly accessed via listed Investment Trusts.