Nedgroup Investments Profile: What is Nedgroup Investments?

Nedgroup Investments, a division of Nedbank Group Ltd., is a global investment firm with a growing presence in Africa and Europe.

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Established in 1991, Nedgroup Investments offers a diverse range of investment options tailored for both retail and institutional investors.

What is Nedgroup Investments?

Nedgroup Investments, established as a division of Nedbank Group, has evolved significantly since its rebranding in 2005.

The firm’s history started with its Best of Breed partnerships, which began in 2003, to emphasize collaboration with top fund managers to deliver superior investment solutions.

In 2006, Nedgroup launched its Institutional business, and by 2008, it introduced the Global Flexible Fund, marking its entry into global investment offerings.

The launch of the MultiFunds platform followed in 2011, solidifying its presence in diversified investment strategies.

Recent milestones include the launch of the Palomar Fixed-Income boutique in 2023 and the Global Strategic Bond Fund in 2024.

Headquartered in Sandton, Gauteng, South Africa, Nedgroup Investments operates internationally, including a presence in the Isle of Man.

What does Nedgroup Investments do?

Nedgroup Investments focuses on supporting boutique fund managers and financial advisors by providing them with an environment where they can focus exclusively on delivering long-term investment performance without the administrative burdens of running a business.

This approach enables the fund managers and financial consultants to concentrate on creating value for clients.

The company curates a selection of high-quality investment opportunities, partnering with fund managers to offer clients access to their expertise.

Nedgroup Investments Leadership

• Tom Caddick – Managing Director
  Tom Caddick serves as the Managing Director of Nedgroup Investments’ international businesses in London and the Isle of Man. Tom oversees the firm’s international operations, chairs several committees, and is a board member for multiple entities within the organization, including its UCITS structures.
• Apiramy Jeyarajah – Chief Commercial Officer
  Appointed as Chief Commercial Officer in 2023, Apiramy Jeyarajah leads the global commercial strategy outside South Africa. At Nedgroup, she serves on the Executive Committee and the Board of Directors for Nedgroup Investments (UK).
• Tracey Wiltcher – Chief Operating Officer
  Tracey Wiltcher, the Chief Operating Officer, has been with Nedgroup since 1993 and is responsible for operations in the Isle of Man. She combines decades of experience in fund administration and HR with strategic oversight.
• Simon Spenser – Head of Client and Investment Services
  Simon Spenser oversees client and broker services, relationship management, and middle office operations. A qualified accountant, Simon has extensive experience in financial services, holding roles such as Administration Manager and Compliance Officer. He is a member of the Executive Committee, Company Secretary for multiple entities, and a Director on the Board of Nedgroup Investments (IoM).
• Helen Christian – Head of Finance
  Helen Christian joined Nedgroup in 2011 and manages financial reporting and controls. A Chartered Accountant since 1998, her career spans banking and asset management. Helen is a member of both the Board of Directors for Nedgroup Investments (IoM) and the Executive Committee.
• Peter Brogan – Head of Risk and Compliance
  Peter Brogan leads the Risk and Compliance team, bringing nearly two decades of experience in compliance and regulatory roles across investment, banking, and TCSP industries. He holds an International Diploma in Compliance and is a member of the Executive Committee.
• Rick van Rouwendaal – Head of Business Solutions
  With over 15 years of experience bridging IT and business, Rick van Rouwendaal joined Nedgroup in 2018 as a Business Analyst. He specializes in information engineering and digital systems and now serves as Head of Business Solutions and a member of the Executive Committee.

Nedgroup Investments Offices

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