Nedbank Private Wealth has ensured that its clients receive the best quality financial advice by encouraging its staff to exceed the minimum standards of professionalism imposed by the regulatory bodies in each of the jurisdictions where it operates.
All staff who provide investment advice are qualified to at least the minimum industry standard (Level 4), and over 72% are qualified to a substantially higher level (Level 6). In addition, over half of its private banking team have attained Chartered Wealth Manager status from the Chartered Institute for Securities & Investments and, of these, a third hold the Chartered Fellow status.
Increased regulation in financial markets puts the onus on individual firms to ensure that the advice they provide is of the highest quality and is appropriate for clients’ individual circumstances. Having employees with Chartered Wealth Manager status demonstrates that staff are working at the highest standards in wealth management. To be awarded the designation Chartered Wealth Manager, applicants must achieve a combination of high level qualifications, demonstrable maintenance of competence and the passing of the CISI ‘Integrity Matters’ test at the highest grade.
Greg Horton, managing director of Nedbank Private Wealth, said: “At Nedbank Private Wealth we are committed to professionalism and high standards of integrity and ethical behaviour. Our overriding aim is to serve our clients better than any other financial services organisation and to provide wealth management services that are tailored specifically to each individual’s requirements.
“Our highly experienced relationship managers work alongside clients to identify their specific financial needs and then agree with them the most appropriate solution. We then offer regular client reviews to ensure the original advice continues to meet their long-term goals. We actively encourage continued professional development and offer a wide range of in-house education and training opportunities for all our staff.”
Photo - top to bottom, left to right: Andrew Halsall, Gordon Crowe, Rebecca Cretney, Beckie Williams, Lucy Connick, Harry Pickard and Allie Kirk.
