Financial Mail - Investors Monthly - - Cover Story -

NED­BANK PRI­VATE WEALTH’S TAR­GET market is so­phis­ti­cated ex­ec­u­tives. It caters to the full range of wealth man­age­ment needs — from re­tire­ment plan­ning and trans­ac­tional bank­ing, to fidu­ciary needs and in­vest­ments.

Ex­ec­u­tives of listed companies are pro­vided with spe­cialised ser­vices, par­tic­u­larly around share scheme vest­ing. It fo­cuses on ad­vi­sory broking, of­fer­ing a broad range of trad­ing in­stru­ments.

The firm is also well suited to the tra­di­tional in­vestor who saves reg­u­larly, and it makes an ef­fort to ac­com­mo­date the young saver.

Clients can give to­tal con­trol to re­la­tion­ship man­agers or can par­tic­i­pate in the in­vest­ment process. New de­vel­op­ments in­clude on­line CFD trad­ing and the pro­vi­sion of trad­ing ca­pa­bil­i­ties.

Nearly 60% of clients have been with it for more than five years and 76% use the bank as their main bro­ker. Clients de­scribe the bro­ker’s con­duct as pro­fes­sional.

THIS FIRM’S EX­TEN­SIVE national foot­print en­sures bro­kers are avail­able and can cater to all client archetypes. PSG Wealth fo­cuses heav­ily on re­search and ad­vice, and goes to great lengths to en­sure that these ben­e­fit clients across the spec­trum.

The in­vest­ment re­search team of equity and fund an­a­lysts pro­duces ad hoc trade ideas, daily market up­dates and weekly, monthly and quar­terly up­dates.

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