NFB FI­NAN­CIAL SER­VICES

Financial Mail - Investors Monthly - - Cover Story -

Over­all

NFB’s tar­get mar­ket is pri­mar­ily the high-net-worth and ul­tra­high-net-worth client, but it also runs an on­line in­vest­ment plat­form to pro­vide ser­vices to the broader mar­ket. The firm also pro­vides ad­vice to large in­sti­tu­tions such as pen­sion funds, univer­sity en­dow­ment funds and com­pa­nies. It prides it­self on staff re­ten­tion: most of its ad­vi­sory team are home-grown, and grad­u­ated into be­ing share­hold­ers in the busi­ness. NFB is a wholly owned sub­sidiary of the AltX-listed NVest Hold­ings Group. It has an as­set man­age­ment busi­ness, pro­vid­ing ex­e­cu­tion-only ad­vice us­ing ei­ther in-house or third-party so­lu­tions, as well as dis­cre­tionary in­vest­ment man­age­ment. It is known as the “farm­ing en­ter­prise”, as it is par­tic­u­larly strong in the agri­cul­tural sec­tor.

What we say

Its re­sponses to our archetypes were com­pre­hen­sive with a few nice touches, in­clud­ing act­ing as the “fi­nan­cial con­science” for the young pro­fes­sional who lacks fi­nan­cial dis­ci­pline. It strikes us as be­ing highly com­pe­tent, with strong ex­per­tise in its tar­get mar­ket. NFB ranks third in the Top Wealth Man­age­ment Bou­tique cat­e­gory, and its clients give it high rank­ings through­out. It fin­ishes sec­ond in the Peo­ple’s Choice sur­vey for Top Wealth Man­ager.

El­i­gi­bil­ity

None.

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