Who we are
Nedbank Private Wealth delivers award winning discretionary portfolio management and wealth planning for trustees,
families and high net worth individuals.
Through our offices in London, Jersey, Isle of Man and Dubai, we strive to provide intelligent, highly personalised, wealth
management and private banking services. Clients’ assets can be managed and booked across jurisdictions to fit with their residence and domicile.
Clients benefit from a single application form for the investment portfolio as well as multi-currency banking and deposits, execution only investment trading and custody services. We can also provide lending, residential mortgages and Lombard lending against the discretionary portfolio.
We pride ourselves on delivering exceptional service, with direct lines to our experienced private banking teams complimented by our specialist wealth planners located across our offices.
- Many of the team are STEP Diploma qualified having been employed by licenced trust companies and have extensive experience working with trustees, settlors, beneficiaries and professional advisers to families and structures.
What we do
What we do
Our investment approach is boutique multi-asset, multi-manager and global. We have highly diversified exposures, and we strive to be as transparent as possible.
Wealth Planning for Trustees
Our wealth planning compliments our investment management services and has been tailored for trustees and fiduciaries to:
- Align the investment return objectives with the specific requirements of the trust
- Calculate the maximum sustainable annual distributions
- Deliver forward looking probability of success of meeting the objectives
- Provide a detailed wealth plan that evidences a robust basis upon which decisions are made
Competitive advantage and differentiation of service
We have evolved the cash flow forecasting combined with the investment return overlay to compliment and support the trust planning. This differentiates our service for trustees and fiduciaries to provide robust investment solutions based on a high probability of meeting the trust objectives.
Nedbank Private Wealth is a registered trade name of Nedbank Private Wealth Limited. Nedbank Private Wealth Limited is licensed by the Isle of Man Financial Supervision Commission.
Registered office: St Mary's Court, 20 Hill Street, Douglas, Isle of Man. Registration No: 008785V. The Jersey branch is regulated by the Jersey Financial Services Commission. The London branch is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registration No: 313189. The UAE representative office in Dubai is licensed by the Central Bank of UAE.
