Our full service offering provides you with access to a range of expertise that allows you to preserve, grow and transfer your wealth for the benefit of you and your family.
Whatever your circumstances and needs, your dedicated private banker works with a wealth planner – as well as the specialist skills of our lending, investment and fiduciary teams – to ensure that your wealth plan helps deliver on your financial goals.
We pride ourselves on providing you with a personal wealth plan, with regular reviews, so that your financial goals are front and centre of any decision. We can work with your existing professional advisers, as well as bring in specialist expert advice as needed, so there is a comprehensive and robust plan that can deliver the best possible outcome for you and your family.
We work with clients across the world. Our international presence, knowledge of local regulations and extensive experience allows us to support clients with complex multi-jurisdictional challenges, as well as those based in our home locations of the UK, Isle of Man, Jersey and the United Arab Emirates.
We are one of the few banks to still have an in-house trust and fiduciary team. Nedgroup Trust ensures your accumulated wealth benefits you and your future generations.
Whatever the source of your wealth, there is an opportunity to maximise its potential through our wealth planning service. Find out about our approach by reading our brochure, which can be read here or downloaded for future reference.
Our clients were a couple who were keen to move to the UK for their children’s education. We helped them plan their move to the UK and manage their finances so they could move again once their children were financially independent.
The couple came to Nedbank Private Wealth to seek advice to help them achieve a set annual income throughout their retirement, and help them pass on as much of their estate to their children as they could.
A couple in their mid-30s were keen to make sure they were on track to retire to a comfortable life, as well as understand whether their finances could survive an unexpected shock, and help them appreciate what ‘good’ looks like.
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.
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