We are one of only a handful of wealth managers who use currency management as part of our investment approach. In this short 45-second video, we explain why.
We can manage currencies because of our banking capabilities. This enables us to make many more decisions about our currency exposure when investing on behalf of clients. Please watch it here.
We hope you enjoyed watching this video.
Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. Rebecca was appointed to the role of investment counsellor in March 2019 to focus exclusively on the company’s discretionary investment management services. She works closely with our teams of private bankers to provide support in advising our clients with integrity, and to give additional technical investment expertise where more complex portfolio requirements exist. Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.