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Our case studies

At Nedbank Private Wealth, we offer a range of award-winning wealth management services. From wealth planning and bespoke lending to global investment management and private banking, we work closely with our clients to understand and meet their needs. Explore the case studies below to discover some of the ways we’ve supported our clients with their diverse wealth management requirements.

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Using Lombard loan to help an expat build their dream home abroad
We were introduced to a UK expat through one of our trusted Dubai partners. Now living in Thailand, he has built a thriving business from the ground up, becoming one of the region’s leading retailers and exporters.
Supporting a family’s smooth move from the UK to Guernsey
As a Managing Director and Partner at a successful UK law firm, our client was preparing for a new start and a big move to Guernsey. He needed our support to finance a new home on the island.
The opportunity to start again when life felt impossible
Following a relationship separation, a client reached out to express their gratitude to their private banker, not just for the financial guidance they received, but for the calm, steady presence that helped them through one of life’s most difficult chapters.
A Lombard Loan solution for a time-sensitive property investment
We worked with a UK-based client who had recently set up a family investment company.
Giving clients breathing room to plan their next move
We were approached by a well-regarded broker to help a British couple in their late 60s refinance their holiday home in Cornwall.
Cross-border mortgage support for a US National buying in the UK
We were ready to help Mr A, an American living in Japan, purchase a home for his UK-based family.