At Nedbank Private Wealth, our fees are reflective of the professional, personalised guidance and quality of services that we provide. From initial consultation to expanding our services as your financial needs change, our wealth management fees will always be transparent and fair.
Award-winning wealth management services
We provide tailored wealth planning advice to high-net-worth individuals, with a clear fee structure.
As all clients have unique circumstances and requirements, our first step is to spend time capturing key information such as your financial aspirations, and we perform a comprehensive review to determine which of our service options best suit you. We will then provide details of the fees based on your individual circumstances.
Over time, your needs are likely to change as your lifestyle and wealth evolve. At every step of the way, we provide full disclosure of our fees so that you can effectively plan your finances.
Transparent fees that represent great value for money
Predictable planning
Having a clear understanding of our fees ensures that you will be able to plan your finances in advance and make informed decisions regarding the services you require.
Bespoke advice with no hidden costs
At Nedbank Private Wealth, we have many years of experience in providing financial guidance to high-net-worth individuals and helping them to protect and grow their wealth. Our clients choose us because they value our expertise and trust us to help them to achieve their financial goals.
Through our highly personalised approach and bespoke advice, we offer value for money – with full transparency of any costs.
Bespoke wealth management services
Consultation and financial review
Our first step is to hold an initial consultation and complete a comprehensive financial review to understand which services will benefit you the most.
Regular portfolio reviews
Through regular meetings and communications, we review your portfolio to check it still aligns to your current priorities.
Ad-hoc advice
Aspects of your life often change, and we will be here to provide wealth planning guidance through the twists and turns.
Support with specialist input
Where appropriate, we work alongside your existing professional advisers or introduce you to relevant specialists, such as tax or legal professionals, to ensure a seamless approach to managing your finances and legal obligations.
Frequently asked questions
What types of fees can I expect?
Fees are tailored around the services you require and the value of your portfolio. You can see our tariff of charges on our website, which includes fees for execution-only investment services, transaction charges and a comprehensive list of our standardised fees.
How transparent are your fees?
At every step of the way, we provide transparent and clear information regarding our fees. Before you agree to proceed with any type of service, we will be able to provide you with a full disclosure of the costs.
Can fees be structured to suit my financial situation?
Yes, every client has unique needs, so our fees are aligned to your specific financial situation and the level of services you require.
Personalised wealth management services for high-net-worth individuals
When you choose to work with Nedbank Private Wealth, you benefit from a highly experienced team with many years of advising high-net-worth individuals. We provide flexibility around the services we provide to ensure that our clients receive the optimum value for money.
As an award-winning financial services provider, we have been recognised for our high standards within the industry, and we have helped countless numbers of clients to provide financial security for their families’ futures.
We pride ourselves on the personalised relationships we build with our clients, allowing us to combine our knowledge of clients’ needs with our expertise of current markets to build optimal wealth plans.
Comprehensive services to meet all your current and future needs
As well as providing high-quality wealth management services, we offer a comprehensive range of products to deliver a wraparound service to support you across different aspects of your finances.
From supporting expats with complex borrowing arrangements to estate planning and providing private banking services for clients with international lifestyles, our holistic and streamlined approach means we are with you for every step of the journey.
By choosing Nedbank Private Wealth for your wealth planning, you will benefit from expertise across all financial specialities. Working with multiple financial services takes up more of your time and can lead to additional costs, but working with us simplifies the management of your finances.
Optimising costs within your wealth plan
For high-net-worth individuals, cost optimisation is a high priority, and our fees are based on the quality of services that we provide. By providing flexible, structured fees that reflect the value we provide to our clients, we ensure that fees are fair.
Frequently asked questions
Do ongoing fees include investment monitoring?
Yes, ongoing fees include investment monitoring, such as risk monitoring and performance monitoring of your investments.
How are fees calculated – percentage or fixed?
This depends on the services. Some services have fixed fees while other services are charged as a percentage, such as loan arrangement fees and foreign currency transaction fees.
Is VAT applied to fees?
Yes, our fees include VAT, where applicable.