Investing|Reports and company information
Quarterly Investment Report
During the programme, we covered an overview of the markets and how we are managing our clients’ investments, how we help our clients fulfil their borrowing needs, and how to avoid emotions getting in the way of your plans.
A live studio event, hosted by writer and broadcaster Jemma Forte, we covered:
- An overview of events impacting economies around the world and how we’re managing our clients’ wealth as a result
- Property market movements and how we’re helping our clients with their borrowing needs
- How emotions impact the decisions we make about money, and not always for the best!
Watch on-demand below.
https://player.vimeo.com/video/821957674?h=732f65c528
Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how their portfolios are responding to market events, or answer any questions prompted by the webinar. You can also call +441624645000 to speak to our Client Services team.
If you would like to find out more about how we can help you manage your investments, please contact us on the number above or via our Contact us page.
The value of investments can fall, as well as rise, and you might not get back the original amount invested. Exchange rate changes affect the value of investments. Past performance is not necessarily a guide to future returns. Any individual investment or security mentioned may be included in clients’ portfolios and is referenced for illustrative purposes only, not as a recommendation, not least as it may not be suitable. You should always seek professional advice before making any investment decisions.
Author
Simon Prescott
Head of Wealth Planning , London
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 25 years’ experience of delivering investment and planning advice, 17 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.
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