Discretionary investment management services
Our discretionary investment management service was launched as
a solution for clients who wish to delegate the day-to-day
management of their financial assets to our experienced investment
team.
We have built our discretionary investment management services
around a number of fundamental investment principles and we
currently offer a selection of investment strategies which can be
blended to create a broader range of risk and return options.
Access to our
investment strategies can be either through a
segregated portfolio of individual assets, or by investing via our
Group collective investment funds, which have the added advantage
of lower initial and regular investment thresholds, as well as
potential taxation benefits.
We regard ourselves as global, multi-asset class investors and
our investment team has responsibility for delivering our
discretionary investment management services. The team members are
taken from our board of directors and senior bank personnel, who
come together with other experienced investment experts from around
the extended Nedbank Group* to form our International Strategy
Committee. Collectively, the committee has many decades of
experience in the wealth management industry.
Should you have a specific theme or strategy that you wish to
invest within, we can offer an investment advice
service.
The latest performance data is
available for our discretionary investment management services.
The bank was a finalist in the 2011 PAM awards in the category
'Best Overall Wealth Solutions Provider'. This year, the PAM Awards
judging panel nominated 27 firms to contest the award categories.
As a finalist, the bank is regarded as one of the top performers in
its field.
*Nedbank Group Limited is the immediate parent company of
Fairbairn Private Bank.