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What should you expect from your investment manager?

We operate in a really competitive industry, which means a huge choice! We believe there are five key points you need to consider when making your investment manager selection.
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Published 3 January
6 mins

We believe it’s important that people look in detail as to the offering from their investment or wealth manager. The details can vary enormously from manager to manager. Find out the top five main points we think you should consider in less than six minutes.

Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how our investment philosophy translates to the day-to-day management of your portfolios, or call +44 (0)1624 645000 to speak to our client services team.

 

If you would like to find out more about how we can help you manage your investments, please contact us on the same number as above, or complete the contact us form using the link below.

Investments can go down, as well as up, to the extent that you might get back less than the total you originally invested. Exchange rates also impact the value of your investments. Past performance is no guide to future returns. Any individual investment or security mentioned may be included in clients’
portfolios. They are referred to for information only and are not intended as a recommendation, not least as they may not be suitable. You should always seek professional advice before making any investment decisions.

about the presenter

David McFadzean

David McFadzean

David is responsible for spearheading the growth of our wealth management business across the company’s international jurisdictions. Prior to taking on his current role, David was integral in developing the bank’s investment proposition for high-net-worth individuals, trustees and investment consultants. He is also a member of the bank’s executive committee.

 

He has over 25 years’ experience working for global blue-chip companies in both London and Jersey, and providing investment solutions to a wide variety of clients around the world. Prior to joining Nedbank Private Wealth, David spent 15 years with RBC Wealth Management where he held several senior roles, latterly leading the investment business as managing director and head of discretionary investments in Jersey.

 

David is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. 

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Get in touch

If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.

 

We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

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.

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Contact Us

Give us a call today on +44 (0)1624 645000 or please complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.

Our office hours are weekdays from 8am to 8pm UK time, except for UK public holidays.

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