Enjoying a life well lived
The cornerstone of our professional advice process is our award-winning wealth planning service for high-net-worth individuals. It includes wealth management, preservation, and structuring services tailored to your aspirations. Understanding your financial goals, needs and wishes lies at the heart of this, and our experienced wealth planning team can work with you to help you achieve your aspirations.
Wealth planning
A financial roadmap for life
By carefully listening to your goals and understanding your aspirations, we can create a wealth management strategy for the life you desire. Creating your own personalised wealth plan allows you to see your current situation and gain a view of what your future could hold. The ability to see your financial resources set out clearly can highlight potential opportunities to preserve and build your wealth and show you your financial possibilities. Our aim is to simplify your wealth strategy to help you get from where you are today to where you want to be.
Get in touch today
Find out how we can help you. Call 01624 645000 or email [email protected]
Who we help
We manage the wealth of global high net worth individuals and their families
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Our locations
With offices in the UK, Isle of Man and Jersey, and a representative office in the United Arab Emirates, our experienced wealth planners can help create a global wealth management plan wherever you’re based in the world.
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How we help
Whatever the source of your wealth, there’s an opportunity to maximise its potential with a wealth structure and management strategy created by a team of experienced professionals.
If you own a business, have various high-income streams, or assets in different countries, our experienced wealth planning team can advise you on the best course of action for your specific situation.
Our onshore and offshore capabilities are particularly helpful if you have assets in different parts of the world.
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Our locations
With offices in the UK, Isle of Man and Jersey, and a representative office in the United Arab Emirates, our experienced wealth planners can help create a global wealth management plan wherever you’re based in the world.
-
How we help
Whatever the source of your wealth, there’s an opportunity to maximise its potential with a wealth structure and management strategy created by a team of experienced professionals.
If you own a business, have various high-income streams, or assets in different countries, our experienced wealth planning team can advise you on the best course of action for your specific situation.
Our onshore and offshore capabilities are particularly helpful if you have assets in different parts of the world.
Designs for life
Planning management that plans for the unexpected
Life is full of unforeseen twists and turns wherever you are in your financial journey. Whether you’re building your career and climbing the property ladder or easing into retirement and looking out for the next generation – our wealth management services can help you make more informed decisions.
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Wealth structuring
The range of financial options can be daunting, but our experienced wealth planners will help you navigate these to find the best solutions for you and your family.
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Retirement planning
Building a retirement fund that preserves wealth is the most efficient way to invest in and save for the future.
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Estate planning
Talking about money can be hard – but our wealth planners can help you find that balance between living your life well now and leaving a legacy for the future.
Frequently asked questions
Nedbank Private Wealth
What is a wealth plan?
What are the benefits of wealth planning?
How much does it cost to create a wealth plan?
Are there different types of wealth planning?
First steps
Personalised wealth management
You may be preparing for retirement, wanting to help your children, leaving a lasting legacy, or managing your global wealth as an expat. Talking with our experienced wealth planning team and creating a plan that is unique to your circumstances can help you manage your wealth. We spend time with you to understand your existing finances, family circumstances, and business interests to create the most suitable strategy to achieve your goals.
The work involved in creating your wealth plan is important as it can guide how you invest today and plan for tomorrow – impacting your lifestyle and influencing your tax and estate planning decisions. Thinking about your assets and finances holistically will help ensure we can create a plan that factors in all aspects of your finances.
Latest Videos
An overview of cashflow planning
Cashflow planning can be used as part of your bespoke wealth plan to help you visualise your financial future.
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What our clients say
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 clients, allows us to offer solutions that other wealth planners and private banks aren’t able to.
Sustaining income after a divorce
Set for retirement
Start planning early
Relocating to the UK
Get in touch today
Find out how we can help you. Call 01624 645000 or email [email protected]
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