Private Wealth

Question 1

What is Private Wealth in a nutshell?

Answer 1

A team of specialists united around High Net Worth clients to provide personalised lending, investment, and advice solutions.

Question 2

What are the 6 Private Wealth teams?

Answer 2

1. Private Investments
2. Private Bank
3. JBWere
4. Investment Platform & Product
5. Operations & Execution
6. Strategy & Performance

Question 3

What is the Private Wealth offering (4 points)?

Answer 3

1. Wealth advice through JBWere
2. Relationship and lending expertise of NAB Private Bankers
3. Investment specialists with institutional-grade investment solutions
4. Convenience of nabtrade - one of Australia’s top trading platforms.

Question 4

What does Private Wealth provide (3 points)?

Answer 4

1. Holistic approach to banking, lending, investing, and advice.
2. Access to dedicated specialists.
3. Specialist support for business owners, ultra-high-net-worth individuals and major family groups, professional service executives, and CEOs.

Question 5

Who leads Private Wealth?

Answer 5

Michael Saadie