Simon Prescott
Head of Wealth Planning
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 25 years’ experience of delivering investment and planning advice, 17 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.
Navigating a permacrisis: Finding financial and emotional stability in a world of uncertainty
The world has faced many crises lately, from Brexit and the pandemic to Ukraine and the Middle East. These events have created a sense of ‘Permacrisis’, a word that means a long-lasting state of instability and insecurity. It was even dedicated as the dictionary’s word of the year in 2022.
Planning for a century
As more of us reach the age of 100, financial planning is vital to ensure we have enough money to fund our lifestyles through a potentially long retirement.
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.