Rebecca Cretney
Investment Counsellor
Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. She worked as a private banker until 2019, when she was appointed to the role of investment counsellor. Rebecca now focuses exclusively on supporting private bankers in conversations with their clients, providing technical investment expertise where more complex portfolio requirements exist. She also provides coaching and training for the private banking teams on a wide range of subjects surrounding investment and advice. In addition, Rebecca chairs the bank’s Investment Committee.
Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
Four things a non-US resident should consider when investing in US equities
Did you know $5.25 trillion is invested in US equities by non-US residents every year? If you hold shares in Tesla, Apple, Nvidia, or any other US incorporated company, then the US tax man might be entitled to a significant portion of the value of those shares upon your death.
Navigating a permacrisis: An investment perspective
When a significant global event occurs, investors often react with a flurry of activity in the market. In recent years, we have witnessed a fair share of such events, which has left us feeling like we are in a period of permanent crisis, or a ‘permacrisis’.
The opportunity cost of cash
One upside to the steady stream of central bank rate hikes is that higher interest is now finally being paid on cash savings. After years in which returns on cash were virtually zero, savings accounts paying over 5% may sound appealing, but is cash an answer for your long-term goals?
Is environmental transition a new industrial revolution?
Can sustainable investments offer sound financial returns as well as sound environmental practices in the fight against climate change?
Is cash really a solution for your long-term goals?
As we look towards another year of inflation and market turmoil, rising interest rates and the predictability of returns from cash in the bank may appeal. But is cash really a solution for your long-term goals?
A philanthropic journey: maximising impact
Investment Counsellor Rebecca Cretney is joined by Hugh Davidson MBE to discuss his philanthropic journey and key learnings from his many years of extensive work and research in the field of philanthropy.
A life preserver or build a wall? – Charity and philanthropy
Understanding the difference between charity and philanthropy can be difficult. The right option can depend on the impact you wish to make.