Nedbank Private Wealth
Nedbank Private Wealth offers a bespoke range of banking, wealth management, and advisory services tailored to meet the unique needs of high-net-worth individuals and families. With a focus on personalized solutions, Nedbank Private Wealth provides its clients with world-class financial services, including wealth creation, preservation, and growth strategies, as well as dedicated relationship managers to ensure comprehensive and holistic financial management.
Whether you’re looking to manage your personal wealth, grow your investments, or plan for future generations, Nedbank Private Wealth provides the expertise, resources, and tools to help you achieve your financial goals.
How to Apply for Nedbank Private Wealth Services
Eligibility Criteria
Nedbank Private Wealth services are typically reserved for high-net-worth individuals and families who meet specific financial criteria. To learn more about eligibility, visit the Nedbank Private Wealth Page.
Get in Touch
To apply for Nedbank Private Wealth or to find out more, you can:
Visit the Nedbank Private Wealth Website.
Contact the Nedbank Private Wealth client service center at 0800 111 263 (toll-free in South Africa) or +27 10 214 0630 (international).
Request a call back from a dedicated relationship manager via the online form on the Private Wealth Contact Us Page.
Nedbank Private Wealth Credit Card
The Nedbank Private Wealth Credit Card offers exclusive benefits for high-net-worth individuals, including:
Access to Luxury Experiences: From curated travel experiences to exclusive invitations to cultural and sporting events, the card provides access to a premium lifestyle.
Global Travel Benefits: Enjoy complimentary access to airport lounges worldwide, comprehensive travel insurance, and concierge services.
Rewards: Earn Greenbacks (Nedbank’s rewards currency) on all purchases, which can be redeemed for travel, gadgets, and more.
Security: Enhanced security features, including real-time transaction notifications and the ability to manage your card limits and lock your card via the Nedbank Money App.
Key Services Offered by Nedbank Private Wealth
Personalized Wealth Management
Wealth Creation & Preservation: Nedbank Private Wealth helps clients create long-term wealth strategies, focusing on investment portfolios that align with your personal financial goals and risk profile. This includes asset management, estate planning, and risk management.
Wealth Growth: With access to local and international investment opportunities, Nedbank Private Wealth offers curated portfolios tailored to your needs, helping you grow your wealth over time.
Dedicated Wealth Advisors: Each client is assigned a dedicated wealth advisor who provides personalized advice on everything from portfolio management to financial planning.
Private Banking
Exclusive Banking Solutions: Nedbank Private Wealth offers private banking clients access to premium banking services, including a Nedbank Private Wealth Credit Card, bespoke lending solutions, and access to exclusive investment opportunities.
Preferential Interest Rates: Clients benefit from competitive and preferential interest rates on loans, overdrafts, and other credit products.
Private Wealth Client Service Centre: Clients have access to a dedicated 24/7 client service team for all their banking and wealth management needs, ensuring quick and personalized assistance.
International Banking
Global Wealth Solutions: Nedbank Private Wealth offers international banking services for clients who wish to invest or hold assets abroad. This includes foreign currency accounts, international lending, and offshore investment portfolios.
Offshore Trusts and Foundations: To assist with asset protection and tax planning, Nedbank Private Wealth provides offshore trust and foundation services for clients with global financial interests.
Investment Management
Tailored Investment Portfolios: Clients benefit from personalized investment strategies designed to align with their financial goals, risk appetite, and investment horizon.
Access to Global Markets: Through strategic partnerships and a global investment network, Nedbank Private Wealth offers access to a wide range of asset classes, including equities, bonds, property, and alternative investments across international markets.
Active Portfolio Management: Dedicated investment managers provide ongoing monitoring and adjustments to your portfolio to maximize returns while managing risks.
Estate and Legacy Planning
Comprehensive Estate Planning: Nedbank Private Wealth helps you structure your estate to ensure the efficient transfer of assets to future generations. This includes will drafting, trust management, and tax-efficient estate structures.
Succession Planning: For business owners, Nedbank Private Wealth provides succession planning services to ensure that your business continues to thrive across generations.
Charitable Giving: Assistance with philanthropic planning and charitable giving to help you leave a lasting legacy.
Insurance Solutions
Wealth Protection: Nedbank Private Wealth offers a range of insurance products designed to protect your assets, income, and lifestyle. This includes life insurance, disability cover, and short-term insurance for high-value assets like property and vehicles.
Tailored Risk Management: Comprehensive risk management strategies to mitigate financial loss and safeguard your wealth from unforeseen circumstances.
Exclusive Benefits of Nedbank Private Wealth
- Dedicated Relationship Managers
- Each Nedbank Private Wealth client is assigned a dedicated relationship manager who serves as a personal financial advisor. They ensure that every aspect of your financial life is managed seamlessly, from banking to investments and estate planning.
- Global Reach
- With a presence in key financial hubs around the world, Nedbank Private Wealth provides clients with access to international markets, enabling them to manage and grow their wealth on a global scale.
- 24/7 Client Service
- Private Wealth clients have access to a dedicated, around-the-clock client service team that caters to their unique financial needs, ensuring immediate assistance and personalized service.
- Exclusive Lifestyle Benefits
- Nedbank Private Wealth clients enjoy exclusive lifestyle privileges, including access to global airport lounges, luxury travel perks, and invitations to premium events. Additionally, concierge services are available to assist with travel, dining, and entertainment arrangements.
