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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.
Published 28 April
60 mins

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.

Clients of Nedbank Private Wealth can get in touch with their private bankers to understand how their portfolios are responding to market events, or answer any questions prompted by the webinar. You can also call +44 (0)1624 645000 and speak to one of our client services team.

 

If you would like to find out more about how we can help you manage your investments, please also contact us on the same number as above. Or you can get in touch using the links to the forms towards the end of this 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.

about the presenters

Simon Prescott 200x200 B&w23

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.

Anna Slater

Anna Slater

Anna joined Nedbank Private Wealth in 2022 and is based out of the London office, working with the wealth planning division. Alongside the team, she 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.

 

Anna holds a BSc (Hons) degree from the University of East Anglia and is also a member of the Chartered Insurance Institute.

Chiraag Patel

Chiraag Patel

Chiraag joined the team in 2021 with responsibility for Nedbank Private Wealth’s lending proposition in the UK. His primary role is to support clients’ borrowing requirements, as well as help clients who have been introduced by mortgage brokers and other property intermediaries.

 

With 18 years’ experience as an adviser in the property teams of financial services firms, with an emphasis on serving the high net worth market, Chiraag’s previous roles include time as a credit specialist at Santander Private Banking and Barclays.

 

He holds a Certificate in Mortgage Advice and Practice (CeMAP) and graduated from the Queen Mary University of London with a BSc (Hons).

Tom Caddick

Tom Caddick

Tom was appointed in March 2021 and brings to the table over 20 years’ investment experience. Prior to joining, he was at Santander Asset Management in London for nine years, where he was, most recently, the chief investment officer for its UK business, having previously been the global head of the multi asset division. Tom also spent several years as head of multi manager and fund selection at LV Asset Management.

Tom sits within Nedgroup Investments, a sister company, which provides investment advice, research and portfolio modelling solutions to Nedbank Private Wealth. Here, he heads up the London-based investment team. It is in this capacity that he is a member of Nedbank Private Wealth’s investment committee.

Simon Watts

Simon Watts

Based in the London office, Simon was appointed to the role of senior investment analyst in 2012, focusing primarily on fund research and portfolio management for Nedgroup Investments, a sister company of Nedbank Private Wealth. Simon has 20 years of industry experience in asset management and is a Chartered Financial Analyst.

 

Prior to joining the firm, Simon worked as a senior investment analyst at XL Group, a global insurance and reinsurance company, within its investment management division. Further experience includes working at UBS Investment Bank within their economic research department as an economist and strategist, focusing on emerging European markets.

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Get in touch

If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.


We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

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Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.  Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.

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Please call us today on +44 (0)1624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for UK public holidays.

 

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