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 non-resident couple turn their investment aspirations into reality
Mr and Mrs S, both in their mid-fifties, are non-resident Indian nationals living in Dubai, who were wanting to purchase an investment property in the UK.
Assisting a UK family residing in Hong Kong to refinance their buy-to-let mortgage
Mr JY and his father Mr KY are UK nationals residing in Hong Kong. Mr KY manages a family-owned business in Hong Kong
Six weeks to purchase a prestigious London property
Mr H’s mortgage application had hit a roadblock with his current lender, leaving him with little time to finalise and complete on his new purchase.
Helping young entrepreneurs with their non-simultaneous sale and purchase
Mr and Mrs B had an offer accepted on a new property for £1,400,000 and required 75% loan-to-value. Their existing home had just gone on the market for £900,000.
Assisting an American expat family living in Japan purchase their first home
Mr K is an American investment banker working for a well-known US Bank in Japan. His wife, Mrs K is a homemaker living in the UK looking after the couple’s young children.
Jersey case study: Helping a high-net-worth Jersey resident complete their family home
Mr and Mrs S have significant assets which include properties in both Jersey and the UK, as well as equity and loan notes in the business Mr S works for.