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Wealth Management
Invest in growth with the bank that is invested in you.
Our team of experts uses a dynamic and personalised approach to advise you on the design, implementation and management of your investment portfolio.
Our services include:
- Financial planning and investment advice;
- Business ownership and succession planning;
- Advising on local and offshore structures and investment portfolios;
- Estate planning, wills, trusts and fiduciary-related services.
Have a look at the video clip to find out how we can help you implement a financial solution.
Portfolio Management
Create a direct equity portfolio that is personalised to your investment profile.
Based on your wealth strategy and how active a role you would like to play, FNB Private Wealth are able to structure your portfolio accordingly.
- The Discretionary Portfolio allows us to manage your portfolio on your behalf.
- The Non-Discretionary Portfolio allows you to manage your portfolio yourself and trade online or via the FNB Securities dealing desk.
- The Co-Pilot Portfolio enables us to partner with you throughout the portfolio management process.
Securities Trading
Take advantage of the opportunities of investing in the stock market.
FNB Securities Global Trader offers Private Wealth clients direct access to global markets.
Choose between full-service stockbroking or self-service stockbroking through FNB Securities.
Have a look at the video clip to find out more about the offshore investing and trading platform.
Local and Offshore Investment
Strength is in numbers - FirstRand investment exposure.
Through Ashburton Investments, the investment management arm of the FirstRand Group, you have exclusive exposure to a variety of investment options, including:
- Asset Management Funds: achieve real long-term growth with a moderate degree of risk
- Multi Asset, Cautious, Balanced and Aggressive Funds: give you the flexibility to choose your desired level of exposure to volatility
- Regional Equity Funds: maximise capital growth by investing in region-specific equities
- International Equity Funds: maximise capital growth by investing in international equities
- Money Market Funds: minimise volatility through a low risk investment
- Bespoke Portfolios: create your own global share portfolio
Future Proofing
Personalised estate planning ensuring your wealth protection for generations to come.
Private Wealth