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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Helping a client expand into the ‘mixed-use’ property market
This case study does not constitute an invitation or inducement to buy any financial investment or service. None of the content constitutes advice or a personal recommendation
Supporting an upscale residential purchase in Jersey for a young entrepreneurial couple
A traditional high‑street approach would likely have struggled to fully capture the sustainability and true affordability of their income, particularly when assessed on a narrow, single‑entity basis.
US national relocates to the UK under a Skilled Worker VISA
The client expressed great satisfaction with both the outcome achieved and the speed of execution, including the smooth and timely onboarding process.
Providing a refinance for a UK primary residential purchase for a married couple currently residing in Singapore
Our clients were delighted with the flexibility and bespoke approach provided
A flexible lending solution for an ultra-high-net-worth client
Our clients owned a residential property through their limited company and were looking to refinance it.
Helping clients grow their property portfolio with a flexible lending solution
At the end of December 2025, our long-standing UK clients approached us to renew their existing mortgage facility, which was held through a UK limited company.