Structuring Expertise
Key Features
- National Australia Bank only offers close-ended products, to markets with at least a recommended or upper recommended four star rating with major research houses.
- Products are only offered in particular asset classes where there is strong demand in the current economic environment.
- National Australia Bank investments, offers clients access to extensive distribution channels in Australia.
- The "Origination-Warehouse-Distribute" model enables National Australia Bank to be a fast and efficient provider of high quality alternate investment solutions to the Financial Planning Community, middle markets and institutional segments.
NAB Private Wealth
NAB Private Wealth clients receive excellence in client service, along with access to individually tailored and unique products and financial solutions.
- NAB Private Wealth offers clients their own private banking team.
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Clients benefit from their team’s extensive experience and a personal, convenient service. - Range of banking facilities can be structured to meet each client’s unique wealth objectives, including:
- Investment Advisory
- Capital Markets
- Wealth Planning
- Relationship Banking
- Trusts and Philanthropy
- Risk Management
- Asset Services
- Cross-Border solutions.
Stategic Advice
•National Australia Bank applies a smart advice process by presenting a tax effective wealth solution with the controls and flexibility to benefit each client.
Self Directed Investors
- Investment specialists can provide services from leading financial companies to tailor a range of investment strategies.
- Clients can also access a growing range of other investments in particular:
- Selected investment vehicles such as initial public offerings, wholesale and institutional investments, many exclusive to clients of NAB Private Wealth.
NAB Family Office
Providers of comprehensive and flexible solutions to families and individuals of substantial wealth.
A dedicated team draws on specialist expertise from across the National Australia Bank Group and beyond to create wealth management solutions that cater to unique circumstances.