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Position

Investment manager

Index

HNW Wealth Managers

Location

Douglas

Advice type

Estate and succession planning

Investment strategy

Philanthropy

Portfolio management

Sustainable investing

Wealth planning

Client type

HNW

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Rebecca Cretney

Spear’s Review

Rebecca Cretney is a senior investment specialist at Nedbank Private Wealth on the Isle of Man, providing technical expertise to the South African-born firm’s private banking team.

Cretney works closely with an international array of private clients on their investment exposure and asset allocation, helping them make decisions in the context of their succession, retirement, legacy and philanthropic plans. ‘I bridge the gap and bring an investment portfolio to life,’ she tells Spear’s.

An active member of Nedbank’s investment committee, Cretney emphasises the importance of providing easy-to-follow advice. Working in tandem with the firm’s wealth planning service, she is able to ‘find a clear picture of clients’ future goals, understand where they currently are and where they want to be, and what the best way to get there is’.

Rank: Recommended

Recommended 2026, HNW Wealth Managers

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