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BoE PRIVATE
CLIENTS
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ORIGINS IN THE 1830’SBoE Private Clients’ heritage is rooted in over 175 years o delivering secure and personal service togenerations o discerning amilies. oday, BoE Private Clients is a leader in integrated personal wealth
management. Our cornerstones remain the highest levels o proessionalism, discretion, conidentiality andspecialist expertise.
he personal relationships on which our success is based, will continue to provide our clients and theiramilies with the peace o mind that uture generations will beneit rom today’s wise investmentdecisions and planning.
On 1 January 2003, six businesses were merged to create BoE Private Clients, namely:
n BoE Personal Stockbrokersn BoE Private Bank n F NIB Private Clientsn Nedbank Syrets Wealth Managementn Old Mutual rustn Syrets rust
he new company is a wholly owned subsidiary o Nedbank Limited and enjoys the ull support o itsparent company. BoE Private Clients serves as the exclusive wealth management business or high networth individuals. It has a separate Board o Directors and unparalleled strength in its shareholders.
BoE Private Clients
proud history of outstanding service, integrity and stature in the private client community.A
OUR VALUE PROPOSITIONOur value proposition is to provide you with:
n outstanding perormance,n unequalled service andn comprehensive advice.
Private Clientvalue
proposition
BankingServices
InvestmentServices
FiduciaryServices
RiskServices
PhilanthropyOffice
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RISKBoE Private Clients provides appropriate short-term insurance and
long-term (lie) assurance needs solutions or our clients.
Scope o services include:
Long-term risk ofering or individuals
Lie Insurance
Disability
Dread Disease / Severe Illness Benet
Long-term risk ofering or business needs
Key Man Insurance
“Buy-&-Sell” agreements Contingency / Loan Redemption Insurance
Short term
Home-owners’ insurance
Household and contents
Vehicles
Public liability
INVESTMENTSBoE Private Clients utilises its depth
process to construct diversied port
to be held or the long term, compli
beating outcomes or its clients.
Scope o services include:
Discretionary Managed Portol
Domestic and international jur
Discretionary and Compulsory
Segregated Fund, Fund o Fun
FIDUCIARY SERVICES We provide access to highly skilled specialists ofering expertise across a high net
worth duciary ofering including:
rust ormation and administration
Will preparation
Executorships / Winding up o deceased estates
ax compliance and tax advisory services
Ofshore rust ormation and administration available through Fairbairn
rust Company Limited (Guernsey). Tis process is acilitated by BoE Private
Clients.
BoE Private Clients
ReM
FiduciaryServices
Risk
Inve
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proessionals and an active, rigorous
g a oundation o quality assets intended
lite strategies, to achieve sensible ination
ly Advised Portolio
Savings
Share portolios
BANKING We ofer high net worth banking solutions.
PRIVATE BANKING
BoE Private Clients Black Product Suite
BoE Private Clients Cheque Account with
optional overdrat acility
Visa Black Credit Card (Platinum)
American Express Charge Cards (Gold/Platinum)
Garage Debit/Credit Cards
BoE 24/SEVEN Internet Banking
BoE Private Clients Homeloan Products
BoE Private Clients Vehicle and Asset Finance
Cash Management Solutions and Money Market Investments
Call Accounts and Fixed Deposits
SPECIALIST FINANCE
ypical transactions may include
Facilities secured by listed equities
Commercial property transactions
Mixed security acilities
Debt consolidation and restricting
Non-vanilla repayment proles: interest only bullet payments or escalating
installment acilities
Capital-raising or entrepreneurial activities and opportunities
LEVERAGED FINANCE
ypical transactions may include
Shared acquisition transactions
“Going Concern” transactions
Management buy-out/buy-in transactions Share buy-back transactions
Special dividend transactions
De-listing transactions
BBBEE transactions
Balance sheet restructures
SHORT TERM INSURANCE Our dedicated broker service ofering includes
Insurance risk management
Advice and service
Personalised administration and claims handling
Specialised holistic underwriting Competitive short-term insurance products
HILANTHROPY OFFICEWe provide specialised investment and duciary services to
Individuals and amilies involved in philanthropy
Private oundations
Corporate oundations
Non-prot Organisations (NPOs)
We ofer an end-to-end service that includes
Structuring and set up o a charitable trust or donors or organisations
Obtaining o all approvals
Investment o unds
Ongoing advice and relationship management
Reduced entry levels and discounted ees
Portfolio of Services
Bankinghiper
T
nts
y
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ASSETS UNDER MANAGEMENT
With assets under management o over R38 billion and a urther R44 billion under administration inour stockbroking, iduciary and trust businesses, BoE Private Clients is one o the largest private clienasset management businesses in South Arica.
INVESTMENT RESEARCH TEAM
As one o the largest private client asset managers in South Arica, we have assembled a dedicatedinvestment research team to determine and manage our house views. his team has:
n A powerul group o highly skilled and experienced investment proessionalsn Structured and disciplined investment processesn Over 225 years o collective investment experiencen More than 30 degrees, plus numerous diplomas and courses between them
In addition to the central research team, more than 40 Portolio Managers and Stockbrokers nationalparticipate ully in investment decision making.
CLIENT FACING TEAMS
We have over 750 sta situated in 9 locations around the country. Our sta have been organised intoteams o generalists and specialists to ensure you receive proactive advice which is both technically correct yet takes cognisance o a wide range o relevant and related topics.
HIGH ENTRY LEVELS
We oer exclusive services to high net worth clients. Our minimum entry levels are as ollows:
n personal income in excess o R1,5 million per annum, orn investable assets greater than R5 million, orn a stockbroking account in excess o R250 000
Our teams o generalists and specialists will be your partner in accumulating and preserving wealth.
QUICK REFERENCEFACTS ABOUTBoE PRIVATE CLIENTS
Durban
Port ElizabethKnysna
George
Cape Town
Pietermaritzburg
Pretoria
Johannesburg
Bloemfontein
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BoE Private Clients incorporates the following entities:
BoE (Pty) Limited. Registration Number 1997/009637/07
BoE Private Bank, a division of Nedbank Limited. Registration Number 1951/000009/06
BoE Trust Limited. Registration Number 1919/00178506
BoE Stockbrokers (Pty) Limited. Registration Number 1996/015589/07
Authorised financial services provider and registered credit provider NCRCP16/NCRCP59.A member of the Nedbank and Old Mutual Groups.
CAPE TOWNPO Box 86Cape Town, 8000+27 (0)21 416 6000 phone
JOHANNESBURGPO Box 582Johannesburg, 2000+27 (0)11 294 9000 phone
BLOEMFONTEINPO Box 12822Brandhof, 9324+27 (0)51 401 8575 phone
PRETORIAPO Box 56447Arcadia, 0007+27 (0)12 470 6400 phone
KNYSNAPO Box 2628Knysna, 6570+27 (0)44 302 2700 phone
DURBANPrivate Bag X14Musgrave, 4062
+27 (0)31 536 5000 phone
PIETERMARITZBURGPO Box 13712Cascades, 3202+27 (0)33 347 6940 phone
GENERAL ENQUIRIES0860 111 BoE(263)[email protected]
GEORGEPO Box 1757George, 6530+27 (0)44 802 7200 phone
PORT ELIZABETHPO Box 27528Greenacres, 6057
+27 (0)41 398 8080 phone
Website: www.boeprivateclients.co.za
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