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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A tailored mortgage solution when it matters most
We recently worked with a UK-based client who was navigating a large life transition following a marriage breakdown.
Helping a family make a timely move from the US to the UK
We were introduced to Mr and Mrs B through one of our broker partners.
Helping a South African executive relocate to the UK
Our client, Mr A, is a senior South African executive who had recently been appointed to a global leadership role within a multinational company.
A swift and sophisticated Lombard loan solution for a Dubai-based client
We recently worked with a wealthy Dubai-based client who came to us through one of our regular broker partners.
From rejection to success: Saving a time-critical property investment for a South African couple
We had the pleasure of working with a successful South African couple with dual nationality who were looking to expand their UK property investment portfolio.
Thinking bigger: Unlocking retirement dreams
Following a successful business venture, Mr and Mrs Pool had recently sold their business for £2.3 million