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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
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?
Has it been a damp spring for the UK property market?
Met office figures revealed that spring 2023 was one of the dullest in history, with the UK seeing only 70% of the season’s average sunshine and more than its average rainfall. Although the weather picked up in June, can the same be said for the UK property market? UK inflation finally fell below 10% in April, but it has proved stickier than expected and investor concerns over further rate increases from the Bank of England have caused more upset in mortgage markets.
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We regularly publish articles and insights, as well as host webinars, to explain what’s happening in financial markets and how we can help you achieve wealth goals. Just sign up to receive our regular updates in your inbox.
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 +44 (0)1624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for UK public holidays.
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Contact usWe will get back to you as requested during weekdays from 8am to 8pm (UK time), except for UK public holidays.