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The award-winning service you expect

At Nedbank Private Wealth, we pride ourselves on building lasting relationships with our high-net-worth clients.
From our offices in London, the Isle of Man, Jersey, and a representative office in Dubai, we work with high-net-worth clients worldwide, helping them grow and protect their wealth.

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Our bespoke approach

We plan our service around your personal needs and circumstances

If you’re a high-net-worth individual looking for wealth planning, investment options, and international banking, we can help. Our boutique size means we can offer a highly responsive and personalised approach to suit your lifestyle, and our team of experienced professionals offers a range of tailored services to meet your unique financial needs and goals.

We don’t believe in a one-size-fits-all model. As private wealth managers, we invest time with our high-net-worth clients to get a deep understanding of them as people, their ambitions, dreams, and financial goals. This understanding helps us tailor services to meet clients and their families’ needs now and in the future.

Who we help

We work with high-net-worth individuals and their families around the globe

  • Our locations

    With offices in the UK , the international finance centres of the Isle of Man and Jersey , and a representative office in Dubai , our experienced team can help you and your family wherever you’re based in the world.

  • How we help

    Creating your own personalised wealth plan offers you a picture of your current situation and a view of what your future could hold. The finances of our high-net-worth clients are often complex, involving wealth and investments in multiple countries, held in differing savings and investments. Our aim is to simplify your finances to help you get from where you are today to where you want to be.

Designs for life

Planning for your family

Life is full of unforeseen twists and turns wherever you are on your journey. Whether you’re building your career, climbing the property ladder, or easing into retirement and looking out for the next generation – our wealth planning service can help you make more informed decisions.

  • Wealth structuring

    The range of financial options can be daunting, but our wealth planners will help you navigate these to find the best solutions for you and your family.

  • Retirement planning

    Building a retirement fund is the most efficient way to invest and save for your future to ensure you enjoy a life well lived.

  • Estate planning

    Talking about money can be challenging – but our wealth planners can help you find that balance between living your life how you want to now and leaving a legacy for the future.

Frequently asked questions

Nedbank Private Wealth

How can I preserve my wealth?

Incorporating retirement planning, estate planning and tax-efficient options into your wealth plan can help to preserve your wealth.

What impact will tax have on my wealth?

As tax rules change frequently, it’s vital to seek professional tax advice to help you manage your wealth in the most effective way.

Can you help me manage my international wealth?

Yes. We have extensive experience of working with high-net-worth international clients who have complex financial affairs and assets around the world.
First steps

Wealth planning that understands your needs

You may be preparing for retirement, you may want to help your children through leaving a lasting legacy, or you may be an expat. Talking with our experienced wealth planning team can help these thoughts take shape and determine your financial goals.

Our wealth planners will spend time with you gathering information on your existing finances, family circumstances, and business interests before we agree on the most suitable way to achieve your goals.

The work involved in creating your wealth plan is important as it can guide how you invest today and help you plan for tomorrow – influencing your tax and estate planning decisions. Thinking through your total wealth will help ensure you achieve the best possible outcomes for you and your family. It all starts with a conversation.

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Why choose us?

Building relationships that last generations

At Nedbank Private Wealth, we’re not like other private banks or wealth managers. We offer our high-net-worth clients a truly bespoke, holistic service, helping them with all aspects of their wealth both today and in planning for the future.

Our private bankers, together with the specialist wealth planning, investment, and lending teams, offer an award-winning service to all our clients.  

Whatever the source of your wealth, there’s an opportunity to maximise its potential through wealth planning.

If you own a business and have various high-income streams or assets in different countries, our experienced team can advise you on the best course of action for your specific situation.

 

Supporting international lifestyles

How we can help you

With clients in over 160 countries, we understand the complexities of managing the finances of high-net-worth individuals across different jurisdictions. You can access your money 24/7, anywhere in the world, via our mobile app or online banking services and choose from Visa Platinum Debit Cards in Sterling, Euro, and US Dollars.

We offer specific services that can benefit our high-net-worth expatriate clients. We believe the best place to start is with a wealth plan that is based on your personal circumstances, in line with your international lifestyle, and taking into consideration your future plans.

Bespoke lending
Lending services to suit your needs

We have experience working with those who may not fit the criteria of many high-street lenders, and our competitive interest rates and fee structures are decided on an individual basis. Borrowing can be secured against a range of investments, including UK property.

Related case studies

Read about more clients we have helped

We have helped countless high-net-worth clients with their financial needs – some straightforward, some complex. Our bespoke approach, where we really get to know our clients, allows us to offer solutions that other wealth planners and private banks aren’t able to.

Get in touch today

Find out how we can help you. Call 01624 645000 or email [email protected]

Find out more about our teams in the UK, Isle of Man, Jersey and Dubai here

Frequently asked questions

Nedbank Private Wealth

How can I avoid taking too much risk?

Once we understand your financial goals and tolerance for risk, we will design your wealth plan to achieve those goals and manage the risks accordingly.

How can wealth structuring services help me?

Wealth structures services can help you manage your wealth effectively to achieve your financial goals, both now and in the future.

What does wealth structuring involve?

It can involve retirement planning, estate planning for the transfer of wealth to future generations and managing your money more tax efficiently.

What information does a cashflow plan show?

It can be used to model how the value of your current assets, income and liabilities will change over your lifetime.