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 and our own team. Voted the best private bank for seven years running in the City of London Wealth Management Awards, we have an even longer history with The Sunday Times 100 Best Companies to Work For.

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
  • Introducing fiduciary services to clients via our in-house trust team, Nedgroup Trust, where appropriate
  • 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, Lombard loans and bridging finance
  • Support international families with cross-border financial and business interests, and those that are UK resident and non-UK domiciled
  • Provide trust and fiduciary services to international clients
  • 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.

While Nedbank Private Wealth has an in-house trust team in Nedgroup Trust, the fiduciary business operates separately from the bank. And while we have clients in common, we also 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 clients need.

Based on client conversations

Money management

New year, new start: 5 steps to plan for 2022

7 Jan

   |   7 mins

Many of us had hoped that 2021 would see a return to some kind of ‘normality’. Unfortunately, that was far from the case. The past 12 months seem only to have further highlighted the need to plan. John Williams, our head of wealth planning, suggests five ways to get your finances in order – while keeping the unexpected in mind.

Money management

Our top 10 for 2021

17 Dec

   |   3 mins

No year seems to be complete without the obligatory review of events and 2021, for many of us, has been almost as challenging as 2020. Amidst the ongoing coverage of conflict, climate change and COVID-19, however, there were some brighter notes through the year.

Money management

Roast turkey and (self assessment) tax returns

16 Dec

   |   6 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, Pippa Vick highlights some pointers to help you with UK self assessment submissions.

Leaving a legacy

The power of philanthropy: five steps to effective giving

15 Dec

   |   4 mins

The response to COVID-19 showed that many people can act swiftly and spontaneously to support a vital cause. In less frantic times, however, it might pay to take a more considered and structured approach to giving as John Williams explains.

Meet some of the team

John Williams

John Williams

John heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives. 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.


John has over 25 years of advisory and management experience, working for global organisations providing advice and solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.


John is a Chartered Financial Planner, a Fellow of the Personal Finance Society and is a full member of the Society of Trust and Estate Practitioners (STEP).

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.

Katie Bonfrer

Katie Bonfrer

Katie joined Nedgroup Trust in 2003 as a trust administrator and is now responsible for the business growth and strategy for the whole trust business at Nedbank Private Wealth. She has over 15 years of trust industry experience, looking after the affairs and succession planning of high-net-worth and ultra-high-net-worth private clients.


Primarily focusing on South Africa, the UK and the Middle East, she leads numerous client relationships in conjunction with her team of professionally qualified trust officers. She is experienced in managing the wealth of families to ensure they have the appropriate structures and team in place to deliver their legacy through the generations.


Katie is a member of the Society of Trust and Estate Practitioners and a Fellow of the International Compliance Association.

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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