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Quarter End Investment Webinar

While market volatility is lower than at the height of the coronavirus pandemic, it remains significant. In addition, expectations are declining as to when ‘normal’ economic activity will resume amid a surge in new infections in multiple markets. This could cause the complacency we see in some markets to falter. Meanwhile, the intervention of the major central banks has meant we do not believe that financial markets are operating freely. So how might events play out and how is the team at Nedbank Private Wealth working to position client portfolios?

Join David McFadzean, our head of wealth management, and Andrew Yeadon, our chief investment officer, as they review key events in Q2 2020, explain what that meant for portfolios, and provide our view as to how things might play out in the second half of 2020.
Recorded Jul 15 2020 32 mins
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Presented by
David McFadzean, head of wealth management, and Andrew Yeadon, chief investment officer.
Presentation preview: Quarter End Investment Webinar

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  • The Power of Borrowing in a Wealth Plan Oct 15 2020 11:30 am UTC 30 mins
    Colin Campbell, private banker, and John Williams, head of wealth planning.
    Governments, corporations and other institutions often routinely borrow as part of the management of their affairs. However, the potential advantages of borrowing are often overlooked by private clients. Suitable levels of borrowing can be an integral part of the financial and life planning process, but many wealth managers do not have the experience or in-house capabilities to provide the right advice and services.

    In addition, the past five years have seen a raft of changes and innovation in the private client lending space, and it can be difficult to keep abreast of the current opportunities.

    Whether it's a mortgage on a home or investment property, an investment-backed loan to provide liquidity, or for succession planning, having access to the right type and quantum of borrowing, over an appropriate time frame, is crucial to any robust wealth plan. In the right circumstances, it can support your short, medium and longer-term goals and aspirations.

    Please join John Williams, head of wealth planning, and Colin Campbell, private banker and lending adviser, in a conversation moderated by Karen Bennett of the marketing team, as we explore the changing lending landscape, the options available to high net worth borrowers and the considerations and potential pitfalls to keep in mind.
  • Muddled Markets Continue to Confuse. Oct 8 2020 11:30 am UTC 30 mins
    David McFadzean, head of wealth management; and Andrew Yeadon, chief investment officer.
    In our latest quarter end investment webinar, we flag that markets continue to oscillate between risk-off and risk-on scenarios. August was a good month for equity markets, but the first two weeks of September’s reversal and the sell-off in growth and technology stocks remind us of the ongoing need for vigilance. And while the Federal Reserve has given us an insight into their thinking with regard to inflation management, there is still sufficient uncertainty over who will be sitting in the White House come January to give us pause for thought. So how might news affect markets and how is the team at Nedbank Private Wealth working to position client portfolios and mitigate risk?

    Join David McFadzean, our head of wealth management, and Andrew Yeadon, our chief investment officer, as they review key events in Q3 2020, explain how and why we made changes to portfolios, and provide our view as to how events may unfold in the last three months of 2020.
  • The Art of Property Investing Recorded: Jul 29 2020 31 mins
    John Williams, Head of Wealth Planning; Lucy Willers, Private Banker; and Martin Ibanez, Private Banker.
    With the announcement of the temporary stamp duty holiday by Rishi Sunak in the UK Supplementary Budget on 8 July, UK property enquiries have risen dramatically with both buy-to-let resident investors, as well as overseas investors. It’s an opportunity to invest in a much-loved investment against a legislative backdrop over the last five years that has targeted landlords and overseas buyers.

    However, what should investors consider when buying property, and how should they balance property versus the plethora of other investment options to ensure better long term outcomes for their finances?

    Join Lucy Willers and Martin Ibanez, two of our Isle of Man private bankers, and John Williams, head of wealth planning, for a 30 minute discussion – including Q&A – on the opportunities and pitfalls of property investing.
  • Quarter End Investment Webinar Recorded: Jul 15 2020 32 mins
    David McFadzean, head of wealth management, and Andrew Yeadon, chief investment officer.
    While market volatility is lower than at the height of the coronavirus pandemic, it remains significant. In addition, expectations are declining as to when ‘normal’ economic activity will resume amid a surge in new infections in multiple markets. This could cause the complacency we see in some markets to falter. Meanwhile, the intervention of the major central banks has meant we do not believe that financial markets are operating freely. So how might events play out and how is the team at Nedbank Private Wealth working to position client portfolios?

    Join David McFadzean, our head of wealth management, and Andrew Yeadon, our chief investment officer, as they review key events in Q2 2020, explain what that meant for portfolios, and provide our view as to how things might play out in the second half of 2020.
  • Don't just invest. Invest to a plan Recorded: Jun 19 2020 33 mins
    Carlo Lourenco, private banker; John Williams, head of wealth planning; Rebecca Cretney, investment counsellor
    We see many clients investing for the long term, but what can you do to ensure the outcome will meet your financial goals and aspirations? We talk through the benefits to investing with a plan, as well as some of the risks we see, based on hundreds of conversations with clients. It is important to consider a client’s total wealth, managed across different organisations and different structures*, e.g. pension funds, ISAs, trusts etc.to have a clear picture of your finances now and more critically an understanding of what the future picture will look like.

    Join as they highlight the how and what people should be aware of with regard to investing as part of a strategic financial plan.
  • Three key family financial planning decisions Recorded: May 21 2020 32 mins
    John Williams, Head of Wealth Planning
    Whatever you are planning to achieve with your finances over the long term, we see three key decisions forming the foundation for any discussion – whether it’s helping your children, funding your retirement, or leaving a legacy.
     
    These three decisions focus on:
    1) Why do I need a financial plan? We explain why it is important to have a plan, which is reviewed regularly, to help you achieve your financial goals
    2) How do I protect my family? We set out the key documents you should have that support good family financial decisions
    3) How should I structure my wealth? We flag some of the tax efficient structures and wrappers, using the UK as an example.
     
    Join John Williams, head of wealth planning, as he provides examples of how these discussions can be had over a relatively short space of time and with access to the right expertise that’s appropriate for you.
  • Quarter End Investment Webinar: Mapping the Scenarios Recorded: Apr 22 2020 34 mins
    David McFadzean, head of wealth management, and Andrew Yeadon, chief investment officer.
    Markets remain susceptible to volatility as we navigate the coronavirus pandemic, and are particularly focused on the expected timeline by which governments can allow their citizens to start to leave lockdowns and kick-start their economies.

    Join David McFadzean, head of wealth management (and recently promoted from head of investments), and Andrew Yeadon, chief investment officer, as they review key events in Q1 2020, explain what that meant for portfolios and provide our view as to how events might pan out and the impact on markets going forward.
  • How do I plan for retirement? Recorded: Apr 2 2020 28 mins
    John Williams, Head of Wealth Planning
    Why is this still important, particularly given the current news headlines, and why is now actually a good time to think things through?

    With the coronavirus pandemic, the focus on many people’s attention is on the short term. However, while we see families forced into self-isolation, what are the types of conversations you can have to ensure that your finances are built to stand the test of time? We explore some of the questions you should have the answers to, and will help you better plan as to how much you will need in retirement and how much can be made available to help your family.

    Join John Williams, our head of wealth planning, as he draws on his 25 years of experience to help people understand what needs to be considered and when, and what conversations could be started. The webinar will also briefly flag the changes to UK pensions following the 11 March Budget 2020.
  • COVID-19: market update, portfolio positioning and what's next? Recorded: Mar 19 2020 34 mins
    David McFadzean, head of investments, and senior investment analyst, Simon Watts
    In light of the rapidly unfolding events, we invite you to join a 30 minute webinar on Thursday 19 March with our head of investments, David McFadzean, and our senior investment analyst, Simon Watts.

    They will talk through what they see in markets and how we as a business are seeking to support client portfolios. There will be time for attendees to pose questions to our experts after a short discussion.
  • Where now for investments? Our 2020 vision Recorded: Feb 5 2020 32 mins
    David McFadzean, Head of Investments; Andrew Yeadon, Chief Investment Officer; and Simon Watts, Senior Investment Analyst
    2019, as does many a year, threw up some surprises. What is in store for 2020?

    The US faces an election and is in the process of finalising trade terms with the second largest economy in the world, China. Europe too faces challenges given its largest economic contributor, Germany, only recently narrowly avoided a recession. Meanwhile, in the UK, markets initially moved higher after the Tory election win, but big battles over Brexit remain.

    We talk through where we see opportunities and challenges for the year ahead. There will be time for listeners to pose questions to our experts after a short presentation.
Wealth Planning | Investment Management | Private Banking
Nedbank Private Wealth is an award-winning boutique private bank, with an established track record of managing investment portfolios on a discretionary basis for discerning families, trustees and high net worth individuals.

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  • Title: Quarter End Investment Webinar
  • Live at: Jul 15 2020 11:30 am
  • Presented by: David McFadzean, head of wealth management, and Andrew Yeadon, chief investment officer.
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