We Don't Believe In One-size-fits-all

At Nedgroup Investments we hand picked from around the word, independent managers in each fund category and partner with them to offer a range of expertly managed funds across all asset classes. This independence allows us to always put our investors first and to meet a full spectrum of investment and savings needs.

We find the best fund managers so you don't have to

We believe that no single fund manager holds all the cards when it comes to investing. Nedgroup Investments fund managers are selected and assessed by means of our Best of Breed™ investment approach - an intensive and rigorous process that enables us to cut through all the noise and identify the leading fund managers across the world. In addition, we also offer a range of multi-managed solutions, each carefully constructed with investors return objectives and risk preferences in mind. Our international fund range is domiciled in Ireland and consist of three global, multi-asset solutions.

Who we are

International

Andrew Lodge

Managing Director

Andrew is Managing Director of Nedgroup Investments international businesses in London and the Isle of Man. A graduate from Durham University and a Chartered Director Andrew has over 25 years' experience in offshore financial services encompassing funds and trusts and he was previously Managing Director of the offshore subsidiary of a leading UK Bank.  He has served on several industry bodies including Chairman of the Isle of Man Wealth and Fund Services Association.  Andrew is Director of two UCITS funds, Nedgroup Investments Funds plc and MultiFunds and is also Chairman of Nedbank Group Insurance Company.

 

Mobile: +44 (0) 7624 494 539

Email: alodge@nedgroupinvestments.com

 

Tracey Wiltcher

Director of Nedgroup Investments (IOM) Ltd

Tracey joined Nedgroup Investments in 1993.  Her vast experience is predominantly concentrated on Investment Business initially for Private Client and latterly on Collective Investment Schemes.  She combines the responsibilies of her role as Director of the Business with being a Director of the UCITS structures responsible for the overall product development and management of the fund companies.

 

Tel: +44 (0) 1624 645150

Email: helpdesk@nedgroupinvestments.com

Chris Watterson

Head of Risk and Compliance

Chris has over 20 years experience in offshore financial services, having held senior risk and governance positions in the fiduciary and investment sectors, most recently as Chief Compliance Officer and Director to one of the Isle of Man's largest independent investment groups.  He joined Nedgroup Investments in 2015, and is responsible for the oversight, implementation and management of the risk and compliance framework, ensuring that its products and services conform to regulatory requirement, Group policies and standards and that all key risks are identified and managed accordingly.

 

Tel: +44 (0) 1624 645150

Email: helpdesk@nedgroupinvestments.com

Simon Spenser

Head - Relationship Management

Upon leaving university Simon joined one of the major UK Life Assurance companies where his role there included Fund Accountant and latterly Corporate Accountant.  Simon has worked in the financial services sector in the Isle of Man since 1993 and during his time with Nedgroup Investments he has held the positions of Administration Manager and Compliance Officer.  He is currently responsible for the International Client and Broker Services Team and relationship management with key clients.  Simon also acts as Company Secretary to Nedgroup Investments (IOM) Limited and Nedgroup Investment Advisors (UK) Limited.

 

Tel: +44 (0) 1624 645150

Email: helpdesk@nedgroupinvestments.com

 

Helen Christian

Head of Finance

Helen trained with KPMG in the Isle of Man and qualified as a Chartered Accountant in 1998.  Helen's post qualification experience in the Isle of Man is in the financial services sector, both in banking and asset management businesses.  Helen joined Nedgroup Investments (IOM) Limited in 2011 and is responsible for the financial reporting and controls of the Company.

 

Tel: +44 (0) 1624 645150

Email: helpdesk@nedgroupinvestments.com

London Team

Tom Caddick

Head of Investments - London

Tom joined Nedgroup Investment in early 2021 following 9 years with Santander Asset Management. During his time at Santander he was the Global Head of Multi-Asset, overseeing the EUR21bn operation spread across seven countries and multiple jurisdictions. More latterly Tom was Chief Investment Officer to the UK business with responsibility for Multi-Asset as well as a number of single asset investment teams. Prior to Santander Tom was Head of Multi Manager and Fund Selection at LV Asset Management and a Fund Manager at F&C Asset Management. At Nedgroup Investments Tom is Chairman of both the International StratCom and the Global Investment Committee and a member of the Board of Directors of Nedgroup Investment Advisors (UK) Limited.

 

Tel: +44 (0) 1624 645150
Email: helpdesk@nedgroupinvestments.com

Nick White

Head of UK and Europe Distribution

Nick joined the company in 2018 from Carmignac where he was a partner and head of discretionary business development.  He has over 16 years industry experience having also previously worked for Martin Currie Investment Managers and Invesco Perpetual.  He graduated from Portobello Colleage in Dublin and holds a Specialist Certificate in Mutual Funds awarded by the Institute of Bankers, Ireland.

 

Mobile: +44 (0) 7817 746 763

Email: nwhite@nedgroupinvestments.com

 

Our awards speak for themselves

We have received consistent industry recognition over the years as one of South Africa’s top investment houses.

  1. BEST GLOBAL EQUITY FUND

    Nedgroup Investments Global Equity Fund

  2. 1st place

    Best Large Fund House

    1st place

    Offshore Management Company of the Year

  3. 1st place

    Offshore Management Company of the Year 

    Other awards

    Banker Tech Project Award (in assoc. with Financial Times)

    AI and Robotics

    Gartner Eye on Innovation Awards (Barcelona)

    Finalist

  4. 1st place

    Offshore Management Company of the Year 

  5. 2nd place

    Best Large Fund House

    3rd place

    South African Management Company of the Year

    1st place

    Offshore Management Company of the Year 

  6. 1st place

    South African Management Company of the Year

    Other awards

    1st place

    Offshore Management Company of the Year 

  7. 3rd place

    South African Management Company of the Year

  8. 3rd place

    South African Management Company of the Year

  9. 3rd place

    South African Management Company of the Year

  10. 2nd place

    South African Management Company of the Year

  11. 2nd place

    South African Management Company of the Year

  12. 1st place

    Best Large Fund House

    3rd place

    South African Management Company of the Year

  13. 2nd place

    Best Large Fund House