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Let us manage your investments

Our approach

By evaluating your goals, needs and risk appetite, we apply our global expertise, whether you wish to grow or protect your wealth, or are seeking a regular income.

By appointing us as your investment manager, you also effectively remove investment-linked emotional biases. Our investment team is highly qualified and has many years of experience advising clients from a variety of backgrounds and differing needs. They draw on their expertise to meet your specific needs.

We help you to:

  • Understand risk and how it affects you, before we make any recommendation to invest
  • Appreciate the long-term nature of investing, as well as support tax efficient portfolios
  • Receive regular performance reporting and an annual investment review
  • Access investment insights to help you understand world events and how these affect your portfolio on a weekly, monthly and/or quarterly basis

Our investment approach is designed to provide for a robust and repeatable process. This means our investment decisions are consistent across investments and across our client base. If you take the time to choose us as your investment manager, we think it is important that your portfolio returns are consistent with other clients who share the same risk profile.

Our portfolios are diversified globally, with no home bias, and use currency management to broaden the investment universe without compromise.

Access our investment management brochure

Investing to a plan can help you achieve your aspirations – whether funding a long-term goal, planning for retirement or building a legacy for your family. Appointing a dedicated investment manager is an important step towards achieving your aspirations.

Global income

Our global income investment strategy aims to generate an income with low volatility, and can include or exclude UK situs assets. Our global exposure, with managed currency overlay, reflects our more progressive approach to strategic asset allocation than the typical industry approach which remains UK biased. With this strategy, you can choose to receive a regular income stream or reinvest your returns in Euros, Sterling or US Dollars.

Global multi-asset

Our risk-rated, multi-asset investment strategies are designed to meet your global investment needs. The strategies include global cautious, global balanced, global steady growth and global growth.  They can include or exclude UK situs assets. Our global equity, fixed income and property exposure, with managed currency overlays, reflect our more progressive approach to strategic asset allocation than the typical industry approach, which remains UK biased. Our aim is to provide returns that are within your risk tolerance and aim to meet your long-term investment objectives. Investments can be managed in Euros, Sterling or US Dollars.

Global equity

Our global equity investment strategy is designed to meet the needs of clients that are seeking pure equity exposure, while benefiting from the strength of our investment research capabilities and risk management framework. It can include or exclude UK situs assets. Investments can be managed in Euros, Sterling or US Dollars.

Downloads

GBP version only, EUR and USD are available on request at client.services@nedbankprivatewealth.com.

GBP version only, EUR and USD are available on request at client.services@nedbankprivatewealth.com.

GBP version only, EUR and USD are available on request at client.services@nedbankprivatewealth.com.

GBP version only, EUR and USD are available on request at client.services@nedbankprivatewealth.com.

GBP version only, EUR and USD are available on request at client.services@nedbankprivatewealth.com.

GBP version only, EUR and USD are available on request at client.services@nedbankprivatewealth.com.

Access some of our insights

Investing

Why do we use currency management?

2 Feb

   |   1 min

We are one of only a handful of wealth managers who use currency management as part of our investment approach. In this short 45-second video, we explain why.

Investing

Why do we show our performance net of fees?

15 Jan

   |   1 min

Investment performance can be reported before or after the fees and charges have been paid. Why do we take the approach to show performance net of fees?

Investing

What should you expect from your investment manager?

3 Jan

   |   6 mins

We operate in a really competitive industry, which means a huge choice! We believe there are five key points you need to consider when making your investment manager selection.

Investing

Why you shouldn't sit in too much cash?

2 Jan

   |   4½ mins

We see high levels of cash in accounts far too often. We understand why people do this, but we think that too much can be an issue. How much do you really need?

Get in touch

If you are interested in becoming a client so we can help you achieve your wealth goals, please contact us using the below become a client form. Alternatively, if you are already a client, or if you had some questions as to how we help clients in particular circumstances, please use the contact us form. Just click on either button to open each form.

 

We will look to 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.

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.

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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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