Company
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’.
Network Connections
Top Recommended
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Stuart Cummins
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Notable 2025
Power List