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Information for professional advisers

Please note this information is only intended for professional advisers and not for private individuals. 

How we help your clients

As a wealth manager, we can help plan and structure your clients’ assets through life’s changes to provide for their own needs, and those of future generations. As an investment house, we help clients grow and protect their wealth using globally diversified portfolios. As a private bank, we can support your clients’ finances from day one, as well as deliver a range of bespoke and competitive lending solutions.

Our awards validate our commitment to our clients. It’s recognition from the people that matter – the clients whose wealth we are privileged to manage. Voted the best private bank for eight years running in the City of London Wealth Management Awards, we also recently won the award for Total Wealth Planning at the 2022 PAM Awards.

Tailored support

With a long track record of working with accountancy practices, we focus on:

  • Working in tandem with you to map cashflow plans to wealth goals, providing an overview of current and projected expenditure and income
  • Tailoring discretionary investment portfolios, lending and life insurance to support clients’ wealth goals and succession planning needs
  • Planning for tax-efficient investments, e.g. advising on the use of ISAs, pension schemes and offshore bonds, as well as other vehicles
  • Using life insurance, as part of a holistic wealth plan, to protect clients and plan for inheritance tax
  • Booking assets in the UK, as well as offshore, via our own platforms in Jersey and the Isle of Man.

We believe it is important that individuals and families are able to rely on investment consultants when they need them. You help clients understand what investment services are appropriate (versus what they think they need), and give them access to the right balance of analytical expertise, independently-assessed portfolios and emotional support.

 

As a boutique wealth manager with an established 15-year track record of managing discretionary investment portfolios for discerning high net worth individuals, families and trustees, we understand the complexities and opportunities that wealth presents. Our multi asset, multi manager approach delivers an independently-verified discretionary solution with very low returns’ dispersion, using a simple but sophisticated approach to risk budgets.

Whether providing support for clients of family or private client lawyers, Nedbank Private Wealth can help to:

  • Develop and implement holistic wealth plans, including the provision of cashflow modelling and discretionary investment portfolios to assist with current and future expenditure and income needs. This is particularly useful for clients who receive significant sums following a business sale or divorce that will support long-term income needs
  • Deliver services to bereaved and divorced clients, who require experienced and specialist support
  • Offer bespoke lending solutions, including mortgages, investment backed loans and bridging finance
  • Support international families with cross-border financial and business interests, and those that are UK resident and non-UK domiciled
  • Meet the needs of clients planning to leave a legacy or pursue philanthropic objectives.

 

We also work with immigration lawyers to help clients relocate to new jurisdictions, structure their affairs in their new home and retain links to their heritage.

Following the sale of Nedgroup Trust to Suntera, we continue to work with other trust companies to support them and their beneficiaries by:

  • Ensuring portfolios remain liquid even when financial markets are volatile
  • Providing lending solutions to help with short-term cashflow needs or longer-term borrowing requirements
  • Offering segregated and unitised discretionary portfolios depending on trustees’ bookkeeping requirements
  • Support with private banking services for the trust and any underlying companies, as well as the beneficiaries and settlors
  • Managing currency risk through our in-house treasury team.

 

In addition, we also submit our portfolios to the team at Managed Portfolio Indices, the STEP member service, and to Asset Risk Consultants. These allow trustees to fulfil their fiduciary responsibilities more easily with regard to monitoring investment performance.

Products and services detailed may not be suitable for all clients or available in all jurisdictions. Nedbank Private Wealth does not provide tax advice and works with clients’ existing advisers to set up the accounts and structures needed.

Based on client conversations

Money management

Christmas stockings, cranberry sauce and (self assessment) tax returns

6 Dec

   |   5 mins

Many see Christmas as a time for festivities, others as the time to file tax returns ahead of the 31 January deadline. But while you and Santa are making your lists, and checking them twice, Anna Slater highlights some pointers to help you with UK self-assessment submissions.

Investing

An introduction to cashflow planning

2 Dec

   |   14 mins

In this presentation video, paraplanner Anna Slater introduces cashflow planning, using case studies and examples to explain how we use this software to present your financial plans.

The 18th issue of our client magazine is out now

28 Nov

   |   <20 mins

The latest issue of Opportunity focuses on the benefits of wealth planning, the future for purposeful investing, and how to get the most out of foreign exchange, plus all our recent company news.

Leaving a legacy

A philanthropic journey: maximising impact

1 Nov

   |   30 mins

Investment Counsellor Rebecca Cretney is joined by Hugh Davidson MBE to discuss his philanthropic journey and key learnings from his many years of extensive work and research in the field of philanthropy.

Meet some of the team

Simon Prescott

Simon Prescott

Simon heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to help structure their investments and other financial assets to achieve their goals and aspirations through the development of bespoke wealth plans. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.

 

Simon has over 24 years’ experience of delivering investment and planning advice, 15 of which have been with Nedbank Private Wealth. His appointment followed the establishment of bank’s wealth planning function, where he was instrumental in its design, build and implementation.

 

Simon holds the Level 7 Diploma in Advanced Financial Planning, the highest financial planning qualification in the UK, and is a Certified Financial PlannerTM, a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.

Rebecca Cretney

Rebecca Cretney

Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. Rebecca was appointed to the role of investment counsellor in March 2019 to focus exclusively on the company’s discretionary investment management services.

 

She works closely with our teams of private bankers to provide support in advising our clients with integrity, and to give additional technical investment expertise where more complex portfolio requirements exist.

 

Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Yash Naidoo

Yash Naidoo

Yash is responsible for international business development with a particular focus on South Africa. He joined the Nedbank Group in 2010 and was previously head of international for South Africa’s central region. Since his move to Nedbank Private Wealth in the Isle of Man in 2022, he works closely with South African individuals and families who wish to invest or relocate internationally.

 

He has over 15 years’ experience in wealth management and is a member of the Financial Planning Institute of Southern Africa and a Certified Financial Planner.

David Mcfadzean

David McFadzean

David is responsible for spearheading the growth of our wealth management business across the company’s international jurisdictions. Prior to taking on his current role, David was integral in developing the bank’s investment proposition for high-net-worth individuals, trustees and investment consultants. He is also a member of the bank’s executive committee.

 

He has over 25 years’ experience working for global blue-chip companies in both London and Jersey, and providing investment solutions to a wide variety of clients around the world. Prior to joining Nedbank Private Wealth, David spent 15 years with RBC Wealth Management where he held several senior roles, latterly leading the investment business as managing director and head of discretionary investments in Jersey.

 

David is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Contact Us

Give us a call today on +44 (0)1624 645000 or please complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.

Our office hours are weekdays from 8am to 8pm UK time, except for UK public holidays.

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