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๐Ÿ† ๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ฒ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ. ๐“๐ฐ๐ข๐œ๐ž ๐จ๐ฏ๐ž๐ซ.Weโ€™re proud to share that NEBA Private Clients has been named Company of the Year (Adv...
14/10/2026

๐Ÿ† ๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ฒ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ. ๐“๐ฐ๐ข๐œ๐ž ๐จ๐ฏ๐ž๐ซ.

Weโ€™re proud to share that NEBA Private Clients has been named Company of the Year (Advisers) at the Investment International Awards 2026, winning both:

๐Ÿฅ‡ Global Winner, Judgesโ€™ Vote
๐Ÿฅ‡ Regional Winner, Rest of the World

To be recognised by both the judging panel and on a regional level is a huge milestone for our team. It reflects the dedication of our advisers, the trust of our clients, and the hard work that happens behind the scenes every single day.

Thank you to everyone who voted for us and to every client and partner who continues to place their trust in NEBA.

Read the full results: https://lnkd.in/gKwtUpCd

๐Ÿ’ผ Weโ€™re growing, and weโ€™re looking for talented advisers who want to be part of an award-winning firm. If that sounds like you, letโ€™s talk:

๐ŸŒ www.nebaprivateclients.com
๐Ÿ“ฉ [email protected]

๐Œ๐จ๐ฏ๐ข๐ง๐  ๐ญ๐จ ๐š ๐ง๐ž๐ฐ ๐œ๐จ๐ฎ๐ง๐ญ๐ซ๐ฒ ๐ข๐ฌ ๐ซ๐š๐ซ๐ž๐ฅ๐ฒ ๐ฃ๐ฎ๐ฌ๐ญ ๐š ๐œ๐ก๐š๐ง๐ ๐ž ๐จ๐Ÿ ๐š๐๐๐ซ๐ž๐ฌ๐ฌ.For internationally mobile individuals and families, relocati...
12/10/2026

๐Œ๐จ๐ฏ๐ข๐ง๐  ๐ญ๐จ ๐š ๐ง๐ž๐ฐ ๐œ๐จ๐ฎ๐ง๐ญ๐ซ๐ฒ ๐ข๐ฌ ๐ซ๐š๐ซ๐ž๐ฅ๐ฒ ๐ฃ๐ฎ๐ฌ๐ญ ๐š ๐œ๐ก๐š๐ง๐ ๐ž ๐จ๐Ÿ ๐š๐๐๐ซ๐ž๐ฌ๐ฌ.

For internationally mobile individuals and families, relocating can affect far more than where they live. Tax considerations, currencies, investments, property, pensions, banking arrangements, and succession plans may all need to be reconsidered.

A financial strategy that was appropriate in one country may not remain as effective after a move.

This is why relocation can be an important point at which to step back and review the wider financial picture, rather than addressing each change separately.

The timing of that review can also matter. Considering the potential implications before a move may provide greater clarity around what needs to be adjusted and how different parts of a financial strategy interact.

For those who expect their lives to span multiple countries, flexibility should be built into wealth planning from the outset.

In this Adviserโ€™s Insight, Ashley Shorne, Wealth Manager at NEBA Private Clients, explores why a change in residence can be an important moment to reassess the wider wealth strategy.

๐–๐žโ€™๐ซ๐ž ๐ฉ๐ซ๐จ๐ฎ๐ ๐ญ๐จ ๐ฌ๐ก๐š๐ซ๐ž ๐จ๐ฎ๐ซ ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ ๐š๐ญ ๐ญ๐ก๐ž ๐Ÿ๐Ÿ•๐ญ๐ก ๐€๐ง๐ง๐ฎ๐š๐ฅ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐ˆ๐ง๐ญ๐ž๐ซ๐ง๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐€๐ฐ๐š๐ซ๐๐ฌ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐Ÿ†๐Ÿฅ‡ Company of the Year (Adviser...
09/10/2026

๐–๐žโ€™๐ซ๐ž ๐ฉ๐ซ๐จ๐ฎ๐ ๐ญ๐จ ๐ฌ๐ก๐š๐ซ๐ž ๐จ๐ฎ๐ซ ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ ๐š๐ญ ๐ญ๐ก๐ž ๐Ÿ๐Ÿ•๐ญ๐ก ๐€๐ง๐ง๐ฎ๐š๐ฅ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐ˆ๐ง๐ญ๐ž๐ซ๐ง๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐€๐ฐ๐š๐ซ๐๐ฌ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐Ÿ†

๐Ÿฅ‡ Company of the Year (Advisers): Global Winner (Judgesโ€™ Vote) and Regional Winner, Rest of the World
๐Ÿฅ‡ Excellence in Advisory Best Practice: Regional Winner, Asia
๐Ÿฅ‡ Unsung Hero (Advisers): Winner, Alicia Saleh
๐Ÿฅ‡ Contribution to Diversity & Inclusion: Winner
๐Ÿ… Best Emerging Talent (Advisers): Highly Commended, Richard Raczkowski DipPFS, EFAโ„ข

Thank you to everyone who voted for us, and to our clients and advisers for their continued trust. These awards belong to our whole team.

Read the full results: https://lnkd.in/gKwtUpCd

08/10/2026

๐–๐ก๐š๐ญ ๐ฌ๐ž๐ญ๐ฌ ๐๐„๐๐€ ๐š๐ฉ๐š๐ซ๐ญ?

For Ashley Shorne, it starts with the quality of advice โ€” backed by the ability to support clients across multiple jurisdictions.

For internationally mobile clients, that means greater continuity as life, careers, and locations change. Because wherever the journey leads, having the right support around you matters.

โ€” Ashley Shorne, Wealth Manager at NEBA Private Clients

๐€ ๐–๐ข๐ฅ๐ฅ ๐œ๐š๐ง ๐ซ๐ž๐Ÿ๐ฅ๐ž๐œ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐ญ๐ž๐ง๐ญ๐ข๐จ๐ง๐ฌ, ๐›๐ฎ๐ญ ๐ญ๐ก๐จ๐ฌ๐ž ๐ข๐ง๐ญ๐ž๐ง๐ญ๐ข๐จ๐ง๐ฌ ๐ฆ๐š๐ฒ ๐œ๐ก๐š๐ง๐ ๐ž ๐š๐ฌ ๐ฒ๐จ๐ฎ๐ซ ๐ฅ๐ข๐Ÿ๐ž ๐๐จ๐ž๐ฌ.Marriage, divorce, the birth of ch...
07/10/2026

๐€ ๐–๐ข๐ฅ๐ฅ ๐œ๐š๐ง ๐ซ๐ž๐Ÿ๐ฅ๐ž๐œ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐ญ๐ž๐ง๐ญ๐ข๐จ๐ง๐ฌ, ๐›๐ฎ๐ญ ๐ญ๐ก๐จ๐ฌ๐ž ๐ข๐ง๐ญ๐ž๐ง๐ญ๐ข๐จ๐ง๐ฌ ๐ฆ๐š๐ฒ ๐œ๐ก๐š๐ง๐ ๐ž ๐š๐ฌ ๐ฒ๐จ๐ฎ๐ซ ๐ฅ๐ข๐Ÿ๐ž ๐๐จ๐ž๐ฌ.

Marriage, divorce, the birth of children, changes in family relationships, relocation, new assets, or significant changes in wealth can all affect how you want your estate to be managed in the future.

For internationally mobile individuals and families, this can become even more important. Moving between countries or acquiring assets in different jurisdictions may introduce new considerations that were not relevant when a Will was first prepared.

This is why estate planning should not be viewed as a one-time exercise. Reviewing your arrangements as circumstances change can help ensure that your wishes remain relevant and that your wider succession strategy continues to reflect your current situation.

A well-considered Will is not simply a document that records what you want to happen to your wealth. It is part of an ongoing process of making sure your financial arrangements remain aligned with the life you are actually living.

In this Adviserโ€™s Insight, Sariel Khoo, Wealth Manager at NEBA Private Clients, shares why regularly reviewing your Will can be an important part of keeping your succession plans aligned with a changing life.

05/10/2026

๐€๐๐ฏ๐ข๐ฌ๐ž๐ซ๐ฌ โ€” ๐ซ๐ž๐š๐๐ฒ ๐ญ๐จ ๐ ๐ซ๐จ๐ฐ ๐ ๐ฅ๐จ๐›๐š๐ฅ๐ฅ๐ฒ ๐ฐ๐ข๐ญ๐ก๐จ๐ฎ๐ญ ๐ฅ๐จ๐ฌ๐ข๐ง๐  ๐œ๐จ๐ง๐ญ๐ซ๐จ๐ฅ?

At NEBA Private Clients, part of TEAM plc, we help international advisers scale their business while keeping full ownership of their clients.

Our platform gives advisers access to:

โ€ขโ  โ Global regulatory coverage
โ€ขโ  โ Full client ownership
โ€ขโ  โ Proven investment platforms
โ€ขโ  โ The strength of a listed PLC
โ€ขโ  โ A guaranteed exit multiple

Whether youโ€™re based in South Africa, Asia, the Middle East, Europe, or Latin America, NEBA Private Clients helps you grow beyond borders while staying independent.

Build globally.
Stay in control.

๐ŸŒ www.nebaprivateclients.com
๐Ÿ“ฉ [email protected]



๐๐Ÿ’ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐๐„๐๐€ ๐ˆ๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ ๐ข๐ฌ ๐ง๐จ๐ฐ ๐ฅ๐ข๐ฏ๐ž.This edition looks at wealth through three lenses: leadership, preservation and advice...
01/10/2026

๐๐Ÿ’ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐๐„๐๐€ ๐ˆ๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ ๐ข๐ฌ ๐ง๐จ๐ฐ ๐ฅ๐ข๐ฏ๐ž.

This edition looks at wealth through three lenses: leadership, preservation and advice.

Inside, we explore why protecting what you have earned deserves the same attention as growing it, especially after a period of strong market returns. We look at how retirement planning changes when pensions, investments and property sit across several countries, and why organising what you already hold often matters more than adding to it. We also share seven principles for globally mobile families, from pensions and protection to currency and estate planning, and reflect on the role good advice plays in keeping it all together.

From portfolio discipline to cross-border structuring, the throughline stays consistent: wealth that is well structured and well protected gives you options when conditions change.

Explore the full edition below:
https://lnkd.in/dxcjRqkY

๐๐š๐ฌ๐ฌ๐ข๐ง๐  ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐จ๐ง ๐ข๐ฌ ๐ง๐จ๐ญ ๐ฌ๐ข๐ฆ๐ฉ๐ฅ๐ฒ ๐š๐›๐จ๐ฎ๐ญ ๐๐ž๐œ๐ข๐๐ข๐ง๐  ๐ฐ๐ก๐จ ๐ซ๐ž๐œ๐ž๐ข๐ฏ๐ž๐ฌ ๐ข๐ญ.The more complex a financial position becomes, the more i...
30/09/2026

๐๐š๐ฌ๐ฌ๐ข๐ง๐  ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐จ๐ง ๐ข๐ฌ ๐ง๐จ๐ญ ๐ฌ๐ข๐ฆ๐ฉ๐ฅ๐ฒ ๐š๐›๐จ๐ฎ๐ญ ๐๐ž๐œ๐ข๐๐ข๐ง๐  ๐ฐ๐ก๐จ ๐ซ๐ž๐œ๐ž๐ข๐ฏ๐ž๐ฌ ๐ข๐ญ.

The more complex a financial position becomes, the more important it can be to consider how assets will be transferred, when they will be available, and what challenges may arise along the way.

Family circumstances, business interests, property, investments, and assets held across different jurisdictions can all make wealth transfer more complicated than expected.

This is why succession planning should look beyond the distribution of assets and consider the wider structure around them.

Liquidity can also play an important role. Having sufficient accessible resources may help ensure that financial obligations can be met without forcing other assets to be sold at an unsuitable time.

For internationally mobile families, taking this broader view can help connect succession, protection, and liquidity planning into a more considered long-term strategy.

Ultimately, effective wealth transfer is about creating a plan that works not only on paper, but also in the circumstances in which it will eventually be needed.

In this Adviserโ€™s Insight, Martin Oโ€™Malleyโ€™, Private Wealth Director at NEBA Private Clients, shares why thoughtful succession planning should consider the practical realities of transferring and protecting wealth for the next generation.

๐–๐žโ€™๐ซ๐ž ๐ฉ๐ซ๐จ๐ฎ๐ ๐ญ๐จ ๐›๐ž ๐ฌ๐ก๐จ๐ซ๐ญ๐ฅ๐ข๐ฌ๐ญ๐ž๐ ๐š๐ญ ๐ญ๐ก๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐ˆ๐ง๐ญ๐ž๐ซ๐ง๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐€๐ฐ๐š๐ซ๐๐ฌ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐Ÿ†Readersโ€™ votes help decide the winners, and w...
28/09/2026

๐–๐žโ€™๐ซ๐ž ๐ฉ๐ซ๐จ๐ฎ๐ ๐ญ๐จ ๐›๐ž ๐ฌ๐ก๐จ๐ซ๐ญ๐ฅ๐ข๐ฌ๐ญ๐ž๐ ๐š๐ญ ๐ญ๐ก๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐ˆ๐ง๐ญ๐ž๐ซ๐ง๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐€๐ฐ๐š๐ซ๐๐ฌ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐Ÿ†

Readersโ€™ votes help decide the winners, and weโ€™d be grateful for your support. Each vote takes under a minute.

On each form, tick the name shown below, add your email and tick the box to join the II newsletter (or your vote wonโ€™t count).
ย 
1๏ธโƒฃ Company of the Year: tick NEBA Private Clients
https://lnkd.in/emwJqdUZ
ย 
2๏ธโƒฃ Excellence in Client Service: tick NEBA Private Clients
https://lnkd.in/gP76PHGC
ย 
3๏ธโƒฃ Unsung Hero: tick Alicia Saleh Herdiansyah
https://lnkd.in/ejedi3qU
ย 
4๏ธโƒฃ Best Emerging Talent: tick Richard Raczkowski
https://lnkd.in/em6ZdwbV
ย 
5๏ธโƒฃ Personality of the Year: tick John Beverley
https://lnkd.in/eCuWgzhq
ย 
๐Ÿ“… Voting closes Wednesday 30 September, 5pm UK time.
ย 
Thank you for your support!
ย 

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Ul. Znamenka 7, Stroenie 3
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119019

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