Nedbank Private Wealth

Nedbank Private Wealth is a boutique wealth manager and private bank with offices in the UK, Isle of Man, Jersey and Dubai. With a shared heritage of the Board of Executors Private Clients and the Robert Fleming group, we work closely with clients and their families across generations, and are ideally placed to deliver the level of service to help them meet their financial needs – now and in the future – whether they are based in the UK or internationally.

We are a purpose-led organisation.

Our purpose is to protect our clients, advise them with integrity and make their lives easier. We believe this is exemplified by the level of quality inherent in the service we deliver day in and day out.  

Through our wealth management offices, we provide a bespoke service to suit our clients' needs. We can also offer international banking services through our representative office in Dubai. Our people are at the heart of our service and we pride ourselves on developing trusted and consistent relationships with our clients. Each client is supported by one of our experienced private bankers, who will take the time to work with them and understand their requirements. Ranging from an efficient private banking service through to detailed specialist advice in wealth planning, investing and borrowing, our dedicated private bankers offer proactive help in shaping and structuring our clients' wealth.

Many of our clients have complex financial arrangements with widespread international assets and we can manage these across jurisdictions, which is particularly helpful for international or UK resident non-domiciled clients. Our personal service is complemented by our digital capabilities. Clients can manage their banking and foreign exchange, and view their investment holdings, online and through our mobile app at any time.

We firmly believe in the mantra 'don't just plan to invest, invest to a plan', as investment alone may not be enough to achieve your wealth goals. As such, we deliver our discretionary investment management solutions in conjunction with wealth planning and private banking services, as well as working with clients' own legal and tax advisers to ensure the complexity of their circumstances is managed effectively. The proportion of our clients who have a robust wealth plan in place continues to grow and we made a particular focus in 2021 on clients in the retirement decumulation phase of their wealth journey where, of course, having a defined and clear plan is even more important.

Our experience and the longevity of our client relationships mean we can be flexible and responsive to clients' needs – while ensuring everything is explained clearly using accessible language. If they want a mortgage to get their child on the property ladder, or to put a structure in place to help with philanthropic giving in the future, we can help as we always take a broad view of our whole relationship with each client and their family.