How do you want to invest? Managed for you or self-managed?

At Private Wealth, you can choose how involved you want to be in managing your investments. Under a discretionary mandate, we professionally manage your portfolio on your behalf in line with your agreed objectives, risk profile and investment strategy. If you prefer greater involvement, we also offer advised solutions where you retain decision‑making control, supported by expert guidance.

Managed for you

As an advice‑led business, our local and international managed investment solutions begin with bespoke advice to understand your objectives, risk profile and investment outcomes. We then provide professional investment management, ongoing oversight and disciplined portfolio construction aligned to that advice.

  • Advice and portfolio management by investment professionals

  • Asset allocation, research and risk management

  • Tax and estate-planning support

  • Ongoing monitoring, market reviews and investment insights

Local and international manged solutions

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Strategy solutions

A portfolio that includes a unit trust fund that invests in other funds ie fund of funds

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Segregated fund portfolios

A portfolio that includes direct investments in unit trust funds

Separately manged accounts

A portfolio that includes directly held listed and unlisted securities as well as unit trust funds.

Self-managed

Our self‑managed investment option is an execution‑only share trading solution for clients who want full control over their investment decisions. It provides access to secure local and international trading platforms and a broad range of investment products, without advice, portfolio management or investment decision‑making by Private Wealth.

  • Full control over your investment choices

  • A secure platform to manage investments, view reports and transfer funds

  • Access to local and international investment opportunities

  • Ongoing monitoring, market reviews and investment insights

Self-managed options include

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Unit trusts and mutual funds

Access a range of best‑of‑breed unit trusts and mutual funds, selected and managed by Nedgroup Investments, drawing on leading local and global investment managers.

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Share trading

Invest directly in locally and foreign listed shares on an execution‑only basis, where you select the shares and retain full control over investment decisions, aligned to your preferred level of involvement and risk appetite.

Savings, notice and fixed deposits

Nedbank provides a range of savings, notice and fixed deposit options, including preferentially priced Platinum Invest and Platinum Fixed Deposit solutions.

International investments

Access to foreign currency accounts, the award‑winning Nedbank Private Wealth International Focus solution, and global share trading via the Saxo platform through Private Wealth Share Trading.

The value of advice

As a globally integrated advice-led business, it doesn't matter how much wealth you have today, it’s what you do with it now that will determine what it means for you, your family and your beneficiaries in the future. We can connect you to technical expertise provided by a wealth manager who can help you decide whether a managed, self-managed, or blended approach is right for you.