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More than a wealth manager

We can help you plan your financial future, invest to achieve your wealth goals and help you appreciate how borrowing can help you.  We can also start supporting your finances from day one.

Find out how we can help you today

Time to plan

We appreciate the benefits of wealth and are here to help you manage its complexities.

 

Whatever the source of your wealth, there is an opportunity to realise the potential through our wealth planning service.

 

As you’d expect from a boutique manager, we treat all our clients as discerning individuals, offering consistency and flexibility.

Everyone’s situation is unique. This is why a personalised wealth plan is important to help you, and your family, map out your goals and aspirations. Our support encompasses:

  • Helping you take stock and ensure your assets are working hard
  • Plotting the path of your future finances through cashflow modelling, prioritising short, medium and long-term goals
  • Providing goal-based investing so that your portfolio performance updates are meaningful
  • Working to ensure your plan remains relevant as circumstances and financial markets change.

Our awards

Often presented over multiple years, we believe our awards validate our commitment to our clients. We don’t seek out awards, but we take pride from them. It’s recognition from the people that matter – the clients whose wealth we are privileged to manage.

Online wealth services

Access your wealth 24/7 through our online wealth services, available via desktop or our mobile app.

 

Online users can see a consolidated overview of their wealth with Nedbank Private Wealth, make payments and transfers, set-up direct debits, execute foreign exchange transactions, and analyse the investment performance of discretionary managed portfolios – all in one place.

 

We also offer clients the use of a secure chat messaging app.

Access our articles and insights

Money management

New year, new start: 5 steps to plan for 2022

7 Jan

   |   7 mins

Many of us had hoped that 2021 would see a return to some kind of ‘normality’. Unfortunately, that was far from the case. The past 12 months seem only to have further highlighted the need to plan. John Williams, our head of wealth planning, suggests five ways to get your finances in order – while keeping the unexpected in mind.

Money management

Our top 10 for 2021

17 Dec

   |   3 mins

No year seems to be complete without the obligatory review of events and 2021, for many of us, has been almost as challenging as 2020. Amidst the ongoing coverage of conflict, climate change and COVID-19, however, there were some brighter notes through the year.

Money management

Roast turkey and (self assessment) tax returns

16 Dec

   |   6 mins

Many see Christmas as a time for festivities, others as the time to file tax returns ahead of the 31 January deadline. But while you and Santa are making your lists, and checking them twice, Pippa Vick highlights some pointers to help you with UK self assessment submissions.

Leaving a legacy

The power of philanthropy: five steps to effective giving

15 Dec

   |   4 mins

The response to COVID-19 showed that many people can act swiftly and spontaneously to support a vital cause. In less frantic times, however, it might pay to take a more considered and structured approach to giving as John Williams explains.

Read the latest edition of Opportunity

Our client magazine, Opportunity, is published three times a year and provides insights and company updates for our clients.

If you would like to receive copies in the future, please sign up via our subscription centre.
Start a conversation

Please call us today on 01624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for public holidays.

 

Or please complete and submit the below form and one of the team will get back to you as requested.

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Alternatively...

If you are interested in seeking our support as a client, please complete the form via the below button.

If you’d like to find out more about how we help clients, please complete the form via the below button.

We will get back to you as requested during weekdays from 8am to 8pm (UK time), except for public holidays.

Contact Us

Please call us today on +44 (0)1624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for UK public holidays.

 

Or please complete and submit the below form and one of the team will get back to you as requested.

* Required fields

Become a Client

Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.  Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.

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