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Don't just invest. Invest to a plan

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.
Recorded Jun 19 2020 33 mins
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Presented by
Carlo Lourenco, private banker; John Williams, head of wealth planning; Rebecca Cretney, investment counsellor
Presentation preview: Don't just invest. Invest to a plan

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    John Williams, Head of Wealth Planning; Lucy Willers, Private Banker; and Martin Ibanez, Private Banker.
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    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?

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    David McFadzean, head of wealth management, and Andrew Yeadon, chief investment officer.
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    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.
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: Don't just invest. Invest to a plan
  • Live at: Jun 19 2020 11:00 am
  • Presented by: Carlo Lourenco, private banker; John Williams, head of wealth planning; Rebecca Cretney, investment counsellor
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