In a year marked by volatility, Nedbank Private Wealth has not only weathered the storm but also delivered exceptional results for its clients. Recognised by Citywire for achieving 17% alpha on its Nedgroup Investments Private Wealth Equity Fund, it has reaffirmed its commitment to providing clarity and resilience in an ever-changing financial landscape.
‘The year 2024 was one of extraordinary challenges and opportunities,’ said Jason Binneman, Executive of Investments at Nedbank Private Wealth. ‘Our success is rooted in a long-term track record of over 21 years, and a disciplined and well-considered approach, anchored in scenario analysis, valuation discipline and adaptability.’
‘As we enter 2025, Nedbank Private Wealth remains focused on building portfolios that can withstand uncertainty while capturing growth opportunities.’
With markets expected to face continued volatility in 2025, Nedbank Private Wealth is doubling down on its core principles and focusing on the following:
- Resilience: Designing portfolios that adapt to evolving economic and geopolitical conditions.
- Opportunity: Identifying moments to act in volatile markets.
- Guidance: Supporting clients through uncertainty with clear communication and strategy.
‘Uncertainty is certain,’ Binneman continued. ‘But that doesn’t mean instability. By focusing on what we can control and preparing for multiple outcomes, we can confidently navigate the road ahead.’
Reflecting on 2024, the firm highlighted the formation of the Government of National Unity in South Africa and post-election optimism as key drivers of local market success. Globally, technology and growth stocks led the charge, while the firm’s portfolios leveraged these trends without losing sight of valuation discipline.
As Nedbank Private Wealth continues to support clients in achieving their financial goals, it’s clear that a steadfast process and forward-looking strategy can transform uncertainty into opportunity.