Get in touch today
Find out how we can help you. Call 01624 645000 or email [email protected]
Who we help
We work with high-net-worth individuals and their families around the globe
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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.
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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.
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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.
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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.
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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.
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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.
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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?
What impact will tax have on my wealth?
Can you help me manage my international wealth?
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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Read more about the range of services you can choose from
What our clients say
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.
Long-term support via borrowing
Sustaining income after a divorce
Different currencies, different jurisdictions
Get in touch today
Find out how we can help you. Call 01624 645000 or email [email protected]
OUR TEAM
Meet our team of dedicated professionals
Our teams are highly skilled and will help to understand your needs, giving you access to proactive help and efficiency through a single point of contact.