Date office opened: 2008
Number in team: 8
Top three fund picks:
- Dodge and Cox Global Stock fund
-Vanguard Emerging Markets Stock Index fund
- AXA US Short Duration High Yield fund
Q&A with Simon Prescott, senior business developer, intermediaries, Nedbank Private Wealth - London:
What is your typical client demographic?
Our typical private clients tend to have already built a sizeable proportion of their wealth and are heading towards their later working lives and retirement. They are mainly UK residents with an international dimension to their circumstances: this could be non-UK domicile, owning overseas properties or overseas business interests.
What differentiates your region?
Nedbank Private Wealth London is an onshore office of an award-winning offshore island bank, and so attracts clients with overseas interests who require a high level of expertise from both UK and offshore professionals from a UK office.
What challenges are facing your area?
The attractiveness of London to wealthy foreigners faced with the potential uncertainties of Brexit and the signals the politicians are sending out. The pressure on the city's infrastructure, which is creaking under the weight of people coming into London to work and visit each day.
What’s a typical regional saying?
'Brexit, Brexit, Brexit,' as it seems to be the thing most people talk about currently.
What’s the best thing about living in your area?
The great diversity of people and cultures in London, plus the huge variety of experiences on offer.
What is your office motto?
To serve our clients better than any other financial services organisation.
Would your office like to take part in Office Spotlight? Get in touch with Eleanor who can give you the details - email@example.com
- A 17-year-old's perspective on Brexit 106
- Moola sale: a confused client's perspective 7
- What sets Quilter apart from SJP, Brewin and Rathbones? 3
- The Speirs & Jeffrey eight set for bumper Rathbones payday
- The existential crisis facing wealth managers 1
- Why Speirs & Jeffrey was forced to sell to Rathbones
- Erdogan seeks relief in prosecutions rather than sound policy
LGIM poaches Jupiter retail sales boss James Crossley
Crossley has been appointed head of Legal & General Investment Management's UK retail sales division.
- Overnight Markets: Wall Street gains as Turkish-crisis jitters ease
- The 10 most profitable sectors in the UK 1
- Tuesday Papers: Musk to take Tesla private with Saudi Money
- Overnight Markets: Turkey's plunging lira drags down Wall Street
- Musk touts Saudi backing for $72bn Tesla buyout 1
- Tour de Office: a spotlight on 10 UK wealth branches
Canada Life's CIO on why the Faangs could bite
He also speaks to his fears about the long-term effects of quantitative easing (QE).
Wealthify's Pearce: how online DFMs can build trust
In this video Cardiff-based Wealthify founder Michelle Pearce also discusses online DFM suitability failings and not being London-centric.
Citywire Scotland: how wealth managers use new tech
We caught up with a few wealth managers at our annual event in Gleneagles to find out what technological innovations they are employing across their businesses.
Profile: the continuing story of jonathanfry, minus Jonathan Fry
It had gone a bit quiet at Gale & Phillipson since its merger with multi-family office jonathanfry in 2015
On The Road Challenge: Blu Family Office serve up tennis challenge to Wealth Manager
On The Road Roundup
Pub Club: At the Phoenix with Simon-Evan Cook, Premier Asset Management
MPS Investment Committee: Alex Brandreth, Brown Shipley
A round of golf with Mary Coughlan, Redmayne Bentley
Pub Club: At the Vintry with WHIreland's Lawrence Cotton & Mark Burtenshaw
MPS Investment Committee: James Penny, TAM Asset Management
Office Spotlight: UBS Wealth Management, Edinburgh
Pub Club with Andrew Davies, LGT Vestra
On The Road Diary - Postcards from Leeds....
Office Spotlight: SG Kleinwort Hambros Bank
MPS Investment Committee: Andrew Morgan, Walker Cambria
Pub Club with James Horniman, James Hambro & Partners
Investment Trust Forum 2018
Office Spotlight: Canaccord Genuity Wealth Management, Guernsey
MPS Investment Committee: Jeremy Balfour-Melville, Malloch Melville Investment Managers
Next Generation Forum 2018
Pub Club with Andrew Rees, EQ Investors
MPS Investment Committee: Jason Day & Eric Louw, Standard Life Wealth
Office Spotlight: AJ Bell, Manchester
The key sustainable takeaways from WHEB AM's annual conference