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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Releasing equity following the purchase of a new family home in Guernsey
We helped clients release £2 million in equity from their newly purchased family home in Guernsey, restoring liquidity to support their wider property investment plans.
Supporting an entrepreneur’s UK relocation through a regulated mortgage solution
We helped a British entrepreneur relocating from Dubai to the UK secure a £1.29 million mortgage through a tailored lending solution that reflected their circumstances.
Helping an international family meet their property goals through a regulated mortgage solution
We were introduced to a high-net-worth family who wished to purchase a £2,000,000 residential property in London for two daughters who had recently graduated.
Purchasing a property in Spain to retire in the future
Clients introduced by one of our trusted brokers wished to release £1.3 million of equity from their main residence to support the purchase of a property in Spain.
Providing a flexible mortgage solution through a pre-fund arrangement
We were introduced to a British client who was seeking to refinance an existing mortgage facility of approximately £900,000 with his current lender.
Helping clients secure their dream retirement home in Spain
Through one of our trusted broker partners, we were introduced to clients looking to unlock the value in their mortgage-free UK home to purchase a property in Spain.