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Nedgroup Trust

Ensure your accumulated wealth benefits you and your future generations through our trusts and fiduciary services.

Approach

When you have worked hard to build your wealth, it is natural that you will want to preserve it, for yourself and for the generations to come. Wealth structuring offers an effective means to protect your wealth, provide for your family, and offer a degree of privacy.

Our experienced team can work with you to decide on the best solution for your and your family’s needs, and safeguard your wealth, be it through a trust, company or foundation.

We are particularly skilled in:

  • Minimising the effects of unforeseen life events, claims and other risks on your estate

  • Actively supporting the transfer of wealth through your blood line

  • Managing complex and multi-jurisdictional assets, and mitigating forced heirship rules

  • Keeping details of your estate and its beneficiaries confidential

  • Employee incentives and other vehicles

Nedgroup Trust offers the security of being part of a large multinational group, with offices in well-regulated and stable jurisdictions. We take our fiduciary duties seriously, and treat the assets you entrust to our care with confidentiality, placing a premium on information security. While we are able to handle products from any institution we are advised to use, we also have access to the services of our wider group, including Nedbank Private Wealth

We have a large qualified trust team, with expertise in the administration of a broad range of assets (beyond the investible) across multiple jurisdictions. And we have long-serving staff which enables you to build a long-term relationship with a trusted adviser.

We guarantee certainty of cost, with our annual fee priced to reflect your bespoke requirements.

How we help

The protection and preservation of your wealth is the most common reason for the use of trusts and other structures. Families can consolidate and protect their wealth from changes in circumstances that could potentially affect the value and structure of the estate.

 

Whether your wealth is held in property, or portfolios of listed investments or privately-held shares, financial and non-financial assets, a suitable structure can be considered to manage and administer them in line with your wishes.

 

Whether the issue facing you is the death of a family member, changes in marital status, or exposure to professional liability or different tax regimes, we can help.

Plans can be put in place to pass your wealth on to those you choose in the most timely and efficient way, either during your lifetime or after your death, so that your wealth can continue to be managed according to your values.


We can take you through the different options available, giving examples of how we have helped other clients who were in similar situations or had comparable goals to you, and help you appreciate how the structure will fare in the real world. This ensures flexibility for future unknowns, and hopefully enables us to become a trusted adviser who will be there for you and your bloodline in years to come.

Details of your estate and beneficiaries can remain confidential both before and after your death, while also ensuring transparency and compliance with the fast-changing demands of global regulation.

 

For political, economic and social reasons, holding your assets in a well-regulated and stable tax-neutral jurisdiction can provide peace of mind.

We put your goals, aspirations and priorities first, and help you achieve what’s most important in life to you.

Through our offices in Guernsey and Jersey, discover how we can help you grow more than your wealth.

Opportunities for South Africans to structure international investments

21 Sep

   |   62 mins

Tracy Muller from the South Africa team explained the opportunities for structuring international assets, while Katie Bonfrer provided example case studies.

Key questions when creating a family office

30 Jun

   |   2 mins

Rajah Abusrewil of Walkers (Guernsey) LLP goes through some of the key questions you should ask yourself and your family when creating a family office.

Why choose the Channel Islands for your family office?

30 Jun

   |   2½ mins

With so many service providers across the globe, what draws a family office to the Channel Islands to set up operations? Mary Humphreys explains.

Selling property interests in a collective investment vehicle

30 Jun

   |   2 mins

A non-UK resident investor who disposes of large property interests in a collective investment vehicle may be subject to UK tax, as LTS TAX explains.

What can a family office do for you?

30 Jun

   |   3 mins

Frances Rimeur explains how family offices take many forms to look after the family’s bespoke wealth needs, often using trust and company structures.

Economic substance rules' impact on family offices

25 Jun

   |   3 mins

Sharon Cleal discusses how the economic substance rules affect family offices, based in the Channel Islands, and what impact they have on the offices' activities.

Millennials and money

25 Jun

   |   2½ mins

Since millennials entered the workforce around the 2008 financial crisis, are they more cautious than the generations before them? Mary Humphreys discusses.

Introduction to family offices

17 Feb

   |   2 mins

Mary Humphreys discussed how the financial crisis of 2008 shook finance centres worldwide, but it also paved the way for the rise of the family office.

Meet the team

Katie Bonfrer

Katie Bonfrer

Katie joined Nedgroup Trust in 2003 as a trust administrator and is now responsible for the business growth and strategy for the whole trust business at Nedbank Private Wealth. She has over 15 years of trust industry experience, looking after the affairs and succession planning of high-net-worth and ultra-high-net-worth private clients.

 

Primarily focusing on South Africa, the UK and the Middle East, she leads numerous client relationships in conjunction with her team of professionally qualified trust officers. She is experienced in managing the wealth of families to ensure they have the appropriate structures and team in place to deliver their legacy through the generations.

 

Katie is a member of the Society of Trust and Estate Practitioners and a Fellow of the International Compliance Association.

Marcus Prevel

Marcus Prevel

Marcus joined Nedgroup Trust in 2001 and has 28 years of experience in the management of private client wealth, including 12 years at a major private bank providing a diverse range of banking, investment and estate planning services.

 

With Nedgroup Trust, Marcus has focused on the provision of trust and related services, assisting private clients resident in many jurisdictions. He has specialist knowledge of the South African markets, having worked closely with clients there since 2001.

 

Marcus has been a director of Nedgroup Trust since 2013 and is a full member of the Society of Trust and Estate Practitioners. 

Nathan Lihou

Nathan Lihou

Nathan was one of the first members of staff at Nedgroup Trust, which was trading as Fairbairn Reads Trust in Guernsey, when he joined in 1992. He previously worked for five years at a private bank.

 

Nathan has worked in all facets of the business including administration, marketing, compliance and bookkeeping. Having grown with the business, he has a sound knowledge of all areas of the operation and continues to support our clients as he has for many years.

 

Nathan has been a director since 2001 and currently acts as chief operating officer.

Dan Bisson

Dan Bisson

Dan is responsible for the Nedgroup Trust business across Guernsey and Jersey. He also leads the Trust Management Committee and is a member of the Nedbank Private Wealth Executive Committee.

 

He is based in Guernsey and has over 20 years’ experience in the global fiduciary and corporate sector. Previously employed at Butterfield Trust, he also spent nine years at RBC Wealth Management International where he held a number of senior strategic roles including managing director of wealth preservation and family governance, and head of fiduciary management.

Why the Channel Islands?

We are based in an area steeped in rich heritage, with tight regulation to protect clients and an infrastructure that supports the fiduciary sector, including accountancy and legal practices. But why would you choose Jersey or Guernsey as a jurisdiction to entrust with the preservation and enhancement of your hard-earned wealth?

Get in touch

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.

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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