A portfolio range to suit individual needs
Your personal goals and ambitions will drive a tailor-made plan, using an investment portfolio designed to deliver the right returns with an appropriate level of volatility that suits your time frames. A portfolio which also reflects your values and is suitable from a tax perspective.
Our approach
By appointing us as your investment manager, you remove investment-linked emotional biases
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
- receive regular performance reporting and an annual investment review
- access investment insights to help you understand world events and how these affect your portfolio.
Our investment approach is designed to be robust and repeatable. This means our investment decisions are consistent across investments and across our client base. Portfolio returns are consistent across clients who share the same risk profile.
Find out how we can help you
If you are interested in finding out more about our portfolio range, or would like to speak to an investment specialist, contact us today
Global multi-asset strategies
Our risk-rated, multi-asset investment strategies are designed to meet your global investment needs
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Our multi-asset strategies
The strategies include global income, global cautious, global balanced, global steady growth, and global growth. They can include or exclude UK situs assets.
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Managed currency overlays
We have global exposure to equities, fixed income, property, and alternatives – all with managed currency overlays. This reflects our strategy’s progressive approach when compared to a typical investment industry approach, which can remain UK biased. Our aim is to provide returns that are within your capacity to tolerate market turbulence and aim to meet your long-term investment objectives. Investments can be managed in Euros, Sterling or US Dollars.
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Our multi-asset strategies
The strategies include global income, global cautious, global balanced, global steady growth, and global growth. They can include or exclude UK situs assets.
-
Managed currency overlays
We have global exposure to equities, fixed income, property, and alternatives – all with managed currency overlays. This reflects our strategy’s progressive approach when compared to a typical investment industry approach, which can remain UK biased. Our aim is to provide returns that are within your capacity to tolerate market turbulence and aim to meet your long-term investment objectives. Investments can be managed in Euros, Sterling or US Dollars.
Tailored to your values
We invest your portfolio to suit your needs
All of our portfolios actively invest in companies that will have a positive impact on society. We target competitive rates of return, and always consider ESG factors in the investment process. We have two ranges of portfolios, Responsible and Sustainable, and the differences are outlined below.
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Responsible range of strategies
These portfolios have no specific sustainability objective, using ESG data solely to protect against risks to financial returns.
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Sustainable range of strategies
These portfolios target specific sustainable themes and are positively aligned to companies engaged in sustainable change. There is a mandated limit of 2% exposure to controversial practices.
Frequently asked questions
Nedbank Private Wealth
Where can I find the strategy datasheets?
Does my portfolio include individual shares?
What is managed currency overlay?
What happens if my portfolio value goes down?
Can my portfolio generate a regular income stream?
Robust investment process
A repeatable process is key to consistency
Strategic allocation
A long-term asset allocation framework for each risk strategy
Tactical allocation
Adding value through short-term tactical asset allocation tilts
Fund research
An extensive and thorough research process
Portfolio construction
Portfolios are constructed using a sophisticated and robust process
Risk management
A proprietary risk management engine to monitor portfolio exposures
Portfolio implementation
Portfolios are invested by a dedicated team to achieve consistent outcomes
Monitoring and reporting
Progress is monitored daily, making changes where necessary
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What our clients say
Global income strategy
Designed for clients looking for an income with low volatility
Our global income investment strategy aims to generate an income with low volatility and can reflect investor tax preferences. 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.
Related case studies
Read about more clients we have helped
We have helped countless clients with their financial needs – some straightforward, some complex. Our bespoke approach, where we really get to know our clients, allows us to offer solutions that other wealth planners and private banks aren’t able to.
Blending execution-only and managed investments
Find out how we can help you
If you are interested in finding out more about our portfolio range, or would like to speak to an investment specialist, contact us today
OUR TEAM
Meet our team of dedicated professionals
Our teams are highly skilled and will help to understand your needs, giving you access to proactive help and efficiency through a single point of contact.
Find out more about our teams in the UK, Isle of Man, Jersey and Dubai here
Frequently asked questions