NEDBANK PRIVATE WEALTH
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.