Residential Products
Our Reputation
With a reputation for managing the financial needs of exceptional people, NWB’s unique approach to wealth management centres on objective and pertinent advice, driven by intelligent and trusted relationships.
Understand Your Needs
From planning for retirement or protecting and preserving wealth, NWB wealth managers offer
objective advice and solutions. Working seamlessly
with teams of specialists ensures suitable recommendations for every aspect of your wealth.
Investment Services
High-touch investment expertise is the hallmark
of investment management at NWB. Our risk-based approach to portfolio construction ensures a breadth
of precisely developed investment solutions in keeping with your full wealth picture
Wealth Management
With an in-depth understanding of the intricacies of wealth, every aspect of our advice - from assessment to delivery and implementation - is tailored to your unique requirements.
Expert Advice
Each of our wealth managers is accredited beyond industry standards, ensuring the highest expertise.
Tailored Recommendations
Strategic recommendations driven by informed insight into every aspect of your wealth.
Responsible Investing
Environmental, social and corporate governance factors are at the heart of our investment process.
Consolidated Advice
Carefully informed insight and structure are at the heart of NWBs renowned Wealth Management Advice Service. By building a financial framework spanning both sides of the balance sheet, NWB wealth managers work to understand every aspect of your wealth, your legal circumstances and risk appetite, in keeping with your lifestyle, needs and objectives.
We will articulate clear and tailored recommendations – from investments to retirement planning and complex tax structuring – designed to realise your objectives now and in the future.
Focused Advice
Every one of our clients has a unique story behind their wealth and equally unique plans for their future. We understand that as your wealth accumulates, the need for advice will vary. Focused Advice offers targeted recommendations for a specific area or objective for your wealth – such as investments, retirement planning or protection – or serves as a flexible alternative to comprehensive advice on your entire finances.
In line with our advice approach, recommendations can be tailored to your individual needs and preferred level of involvement in your investment decisions.
Exceptional Advice
Each of our recommendations connects to innovative ideas and solutions. Having built a shared understanding and agreed objectives for your wealth, your wealth manager will work seamlessly with other specialists to translate these ambitions into action. We complement our own suite of products and services with a restricted number of solutions from the wider market, to provide the perfect mix for your exacting needs.
Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.
Get in touch.
Pass over your details and one of our expert staff will call you back and go through your intentions and see what options are available to achieve your dreams.