Are you a South African living in the UK?
With our South African heritage and global reach, we can provide the international expertise you need to connect your wealth. While our boutique size means we offer a personal approach and a tailored service. So, whether you’re looking for wealth planning, investment management, bespoke lending or full-service private banking, we can help.
Get in touch now to find out more about our joined-up approach to wealth management. Fill in the form below or call our client service team on +44 (0)20 7002 3600.
Our award-winning wealth management services
Wealth planning
Your needs are unique to you and, as such, you need your own wealth plan. Our team of wealth planners has decades of experience and ensures you access the best expertise to grow, protect and transfer your wealth – for example, in collaboration with our trust practitioners. It’s about finding the right solution for your circumstances and wealth objectives.
Investment management
We start by taking the time to understand your financial goals and aspirations. We actively manage clients’ investments, using a team of experienced professionals, and offer a comprehensive and dedicated service. Or, if you prefer to make your own investment decisions, we can help you manage them through our execution-only service.
Private banking
We pride ourselves on providing a bespoke personal service to manage all your day-to-day banking needs, wherever you are or however complex your circumstances. With our own balance sheet, we can lend against UK properties, as well as against investment portfolios. Our treasury team provides quick and complex foreign exchange services.
Meet the team
Yash Naidoo
Yash joined the wealth planning division in 2022 and has over 16 years’ experience in wealth management. He works closely with clients and their families, together with their professional advisers, to assist them in structuring their wealth in the most efficient manner to achieve their goals and aspirations. Yash has been with the Nedbank Group since 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, he also assists South African individuals and families who wish to invest or relocate internationally.
Yash is a member of the Financial Planning Institute of Southern Africa and a Certified Financial Planner and holds an MBA.
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Adrian Crowe
Adrian joined the wealth planning division in London in 2023. He has over 20 years’ experience of delivering financial planning advice, having worked for Credit Suisse and chartered accountancy firm Crowe UK LLP prior to joining Nedbank Private Wealth.
Adrian spends time with clients and their families to understand their current situation and future aspirations. Working closely with our private bankers and taking our wider wealth management capabilities into account, he advises them on the strategy and structuring of their assets, formulating bespoke wealth plans to help them meet their needs and objectives.
Adrian holds the diploma in financial planning and is a member of the Chartered Insurance Institute.
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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).
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Carlo Lourenco
Carlo joined the London office in 2010, and has over 20 years’ experience managing the complex affairs of high-net-worth clients. He takes pride in developing close relationships with his clients and intermediaries by listening and always placing their interests and needs at the forefront of his thinking.
Prior to joining Nedbank Private Wealth, Carlo worked for 10 years at Coutts & Co. He is a Member of the Chartered Institute for Securities & Investment.
Learn moreBiography
Yash joined the wealth planning division in 2022 and has over 16 years’ experience in wealth management. He works closely with clients and their families, together with their professional advisers, to assist them in structuring their wealth in the most efficient manner to achieve their goals and aspirations. Yash has been with the Nedbank Group since 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, he also assists South African individuals and families who wish to invest or relocate internationally.
Yash is a member of the Financial Planning Institute of Southern Africa and a Certified Financial Planner and holds an MBA.
Biography
Adrian joined the wealth planning division in London in 2023. He has over 20 years’ experience of delivering financial planning advice, having worked for Credit Suisse and chartered accountancy firm Crowe UK LLP prior to joining Nedbank Private Wealth.
Adrian spends time with clients and their families to understand their current situation and future aspirations. Working closely with our private bankers and taking our wider wealth management capabilities into account, he advises them on the strategy and structuring of their assets, formulating bespoke wealth plans to help them meet their needs and objectives.
Adrian holds the diploma in financial planning and is a member of the Chartered Insurance Institute.
Biography
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).
Authored articles
Seize the moment with Lombard loans
Sometimes an investment opportunity arises that’s simply too good to miss. By borrowing against your liquid financial assets, Lombard loans offer the flexibility to diversify your portfolio when needed, without having to sell any of your existing assets or investments or disrupt your long-term plans.
Read moreBiography
Carlo joined the London office in 2010, and has over 20 years’ experience managing the complex affairs of high-net-worth clients. He takes pride in developing close relationships with his clients and intermediaries by listening and always placing their interests and needs at the forefront of his thinking.
Prior to joining Nedbank Private Wealth, Carlo worked for 10 years at Coutts & Co. He is a Member of the Chartered Institute for Securities & Investment.
START A CONVERSATION
Call us today on +44 (0)20 7002 3600. Our office hours are Monday to Friday from 8am to 8pm (UK time), except for UK public holidays.
Or complete and submit the form below and one of our team will get back to you.
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