img-9

Institutional Wealth

NFB provides institutional clients such as rehabilitation funds, NGOs, charitable organisations, medical aids, university endowment funds, listed companies and private corporations with a sophisticated suite of financial strategies and solutions. These solutions can be tailored to meet institutions’ current and future needs.

EXECUTIVE SINGLE ASSET POSITION MANAGEMENT

As an institution grows, it becomes increasingly important to correctly position a portfolio. This is principally due to the potential of concentrated single asset positions generated as a result of stock grants, stock option plans, restricted stock holdings or employee stock ownership plans. We can facilitate, in partnership with top local and foreign equity structuring teams, a process to hedge or monetise a concentrated position.

CORPORATE RETIREMENT AND RISK P​LANNING

We provide investment advice and support for group retirement funds. NFB also takes care of all group risk and employee benefit & risk benefits of retirement funds.

U​NTAXED E​NTITIES

Some institutions have an untaxed status. This presents a unique opportunity to include certain products and underlying investments, which allow for enhanced risk and return management solutions.

DISTRIBUTION CONTROL

Many institutions face the issue of unpredictable cash flow. By blending carefully selected products in a correctly-positioned portfolio, it is possible to achieve optimum liquidity without compromising mandated growth exposure.

ASSET AND LIABILITY MANAGEMENT

By matching assets to future liabilities, we help institutions correctly manage risk exposure for identified future capital outlays.

CASH MANAGEMENT

NFB has sourced from its institutional & banking network, yield enhancing and where appropriate, tax-efficient solutions to assist in liquidity and treasury management requirements.

PROTECTED G​ROWTH

By providing expert advice on protected growth strategies, NFB has consistently enabled institutions to gain market exposure whilst eliminating downside risk. This is achieved through tailored structured solutions using prime South African & global insitutions as the counterparties.