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International
International IFA
Our international offering
With our globally integrated advice you can access a range of international products and services to make the most of your wealth.
Broaden your horizons with international opportunities
Many investors tend to have a home bias – most of their banking, wealth and investments are exposed to the country where they work and live. The reality is that you should always take a global view in determining how to allocate your capital. A portfolio that combines domestic and international assets offers better risk-return characteristics over time than a domestic-only portfolio. By banking and investing globally, you hedge against currency, market concentration and country risks and get access to different investment products, markets, securities and currencies.
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Expert advice is crucial to navigating international complexities
The international investment universe is immense, requiring complex decision-making around how much to invest, where to locate your assets, in which structure to hold your investments, what strategy to follow, and which currencies and products to invest in. Navigating your way through this requires having an advisor with the necessary expertise to guide, facilitate and manage wealth internationally, while still being accessible to you.
| Our international offering |
| To enable you to structure, grow and access your wealth internationally we offer globally integrated advice and the following services: |
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| Your dedicated South African relationship manager will coordinate the activities of a team of local and international specialists to ensure you receive the appropriate advice and personalised wealth solutions. |
We have an international presence and offer award-winning expertise
Nedbank Private Wealth is an international business and brand with offices in South Africa, United Kingdom, Isle of Man, Jersey and the United Arab Emirates.
Our international services are offered to South African clients through dedicated, specialist advisors who form part of the Nedbank Private Wealth team based in South Africa. Your South African-based relationship manager coordinates services and support from our international colleagues to ensure an integrated global wealth management experience. The numerous international awards we have received over the years is testament to the world-class quality of our service offering.
Meet all your wealth management needs from a single contact point
In addition to our international offering, we can help you set up an integrated wealth management framework that includes local and international banking, investment, stockbroking, fiduciary, philanthropy and insurance products and services, with the convenience of accessing all these services from one point of contact.
Investments
Benefit from expert advice to build your international investment portfolio
Using our Focus platform, you can access a global universe of investment opportunities, including unit trusts, exchange-traded funds (ETFs), listed shares, fixed income securities, structured notes and currencies.
- Benefit from an experienced, specialist team who can give you personal advice on your international investment portfolio based on your overall wealth and your specific needs and objectives.
- In addition, our investment specialists are supported by dedicated investment research and fund management teams in South Africa and London to ensure the expert day-to-day management of your portfolio.
- If you prefer to select and manage your investments yourself, you can do this via our execution-only stockbroking service, where you make your own investment decisions.
| What we consider when investing your wealth internationally | ||
| Your objectives and portfolio requirements – time horizon, income requirements, and capacity and tolerance for risk | ||
| Implement the agreed strategy and manage and review the strategy on an ongoing basis |  |
Liability matching - ensuring that your debts are covered by assets of the same value and denominated in the same currency as the debt |
| The investment case for international assets – the risks to your wealth, how much to allocate to which asset classes and where | ||
Banking
With our Focus platform, you can bank and invest internationally
With our integrated banking and investment wealth platform, Focus, accessing information about or transacting on your international wealth is only a click or phone call away. Click here to read more about using the Nedbank Private Wealth app to transfer money to your Focus account.
The Focus account offers a range of banking services to suit your needs:
- Current accounts in any of the world’s major currencies (dollar, pound sterling and euro)
- A Platinum Visa card in any or all of the three major currencies
- The ability to manage your accounts using online banking, making transfers and payments quick and easy
- Fixed-term and structured deposits
- Foreign exchange services
Lending
Flexible lending solutions for property investments and equity-secured loans
A South African-based private banker will guide you through the credit application process to meet your international lending requirements. This means your overall wealth and banking portfolio will be considered to ensure the best outcome for you.
| How can we help you with your lending requirements |
Financing international property
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Equity-secured loans
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Fiduciary services (estate planning)
Structure your wealth optimally through trusts, companies and tax-efficient wrappers
Our fiduciary specialists can help you structure your wealth optimally from an estate and tax planning point of view, including coordinating tax planning and advice on your global investments in different jurisdictions.
We also offer a comprehensive range of trustee and corporate services through trust companies located in Jersey and Guernsey.
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