Date: Friday 24 February 2023
James Simpson with Tim Cretney
James brings more than 17 years’ experience and expertise in wealth management, wealth planning and banking. Prior to joining, James was area director for HSBC, having previously held roles including senior financial planning manager and acting as a senior, trusted adviser for high-net-worth individuals and their families.
In his new role as a Senior Private Banker, James is managing a portfolio of private and corporate clients and developing new wealth management driven relationships and opportunities.
Tim Cretney who leads the corporate team at Nedbank Private Wealth in the Isle of Man, said: “I’m delighted to welcome James. As we continue to develop and expand our Isle of Man business this is a strategically important new role. With the wealth management experience and knowledge of the professional market on the Isle of Man that he brings, he will be instrumental in growing our private client and corporate client business.”
From its head office on Hill Street in Douglas, Nedbank Private Wealth has an established track record of managing wealth for discerning families, trustees and high net worth individuals. Last year, the business won the Total Wealth Planning Award for the high-net-worth client category at the 2022 PAM Awards.