Bart Kendall Interview
In this insightful conversation, Bart Kendall, CEO of NEBA Private Clients, shares his leadership philosophy and the innovative strategy behind NEBA’s rise in the financial sector. Grounded in core values like client-first service, transparency, and ethical performance, Kendall outlines how NEBA is redefining wealth management through a unique blend of PLC-backed stability and startup agility. From disruptive financial solutions to sustainable planning, NEBA’s approach reflects a deep commitment to empowering clients and reshaping the traditional finance experience. As part of TEAM plc, NEBA is poised for a future where personalized, values-driven finance leads the way.
Redefining Leadership in Finance
We started the interview by asking, “As the CEO of NEBA Private Clients, what core values guide your leadership in such a dynamic financial landscape?”
Bart Kendall replied, “My leadership is grounded in three core values: client first, integrity, and innovation. In an industry often clouded by complexity, our goal at NEBA is to simplify and demystify wealth management. I believe clients should never feel lost in the process—they should feel empowered, informed, and confident in their financial journey. That’s why we emphasize clear communication, ethical decision-making, and forward-thinking solutions. Being transparent builds trust, and trust is the foundation of any lasting relationship. At the same time, I encourage a culture of innovation within our team. We’re constantly evaluating how to deliver more value—whether it’s through smarter investment strategies, ethical planning, or leveraging technology to improve client experience. My approach is to lead with purpose, stay people-focused, and ensure our clients know they are our top priority. When we align our work with our values, success becomes a shared and meaningful experience.”
Balancing Tradition and Agility
The Arab Today: NEBA is described as blending the strength of a PLC with startup agility. How does this hybrid model benefit your clients?
Bart Kendall replied, “This blend is truly our sweet spot. Being backed by TEAM PLC gives us the stability and credibility of a publicly listed company—our clients know we’re accountable, well-regulated, and supported by major institutional investors. That said, what really makes us unique is how we pair that structure with the energy and agility of a startup. We’re nimble, client-responsive, and not bogged down by bureaucracy. That means we can quickly tailor solutions, adopt new technologies, and adapt to market shifts in real time. Clients today want that combination—they want the security of a long-standing institution, but they also expect personalized, fast, and innovative service. We offer both. Whether you’re an established investor or a first-time client, this model ensures that your financial strategies are not only robust but also flexible and forward-looking. It’s about delivering the best of both worlds in a rapidly changing financial landscape.”
Breaking the Mold
The Arab Today: “Disruptive Wealth Management” is a bold offering. What makes NEBA’s approach to wealth management disruptive?
Bart Kendall replied, ““Disruptive” can sound aggressive, but for us, it means rethinking wealth management in a way that puts clients firmly in control. Traditional models often lack transparency—hidden fees, rigid strategies, and slow adaptation. We do the opposite. Our wealth management approach is built on clarity, flexibility, and ethical performance. We use smart analytics and digital tools to design strategies that truly reflect each client’s goals, risk appetite, and values. It’s also about accessibility—we break down financial jargon and empower clients to understand where their money is going and why. That’s a huge shift from the old-school approach. We’re not here to replace trusted advice, but to enhance it with data-driven insights and a more inclusive client experience. The goal is to make wealth management feel less exclusive and more empowering, creating real value in real time. That’s the disruption we believe in—clearer, smarter, and more ethical finance for all.”
Where Values Meet Value
The Arab Today: What role does ethical and sustainable planning play in NEBA’s long-term strategy for private clients and corporations?
Bart Kendall replied, “Ethical and sustainable planning isn’t a sideline offering at NEBA—it’s central to everything we do. Today’s clients are more values-driven than ever. They care deeply about how their investments impact the world, and rightly so. We help them align their wealth with their beliefs by offering investment options that meet high standards for environmental, social, and governance (ESG) factors. At NEBA, financial growth and social responsibility are not mutually exclusive—they’re stronger together.”
Empowered by TEAM plc
Lastly we asked, “Looking ahead, what excites you most about the future of NEBA Private Clients under the TEAM plc umbrella?”
“The future is incredibly exciting, and what energizes me most is the momentum we’ve built. With the strength of TEAM plc behind us, we have the resources and backing to scale meaningfully, while still maintaining our personalized client-first approach. What makes it even more thrilling is the cultural shift we’re driving in the financial sector—moving away from rigid, transactional relationships toward more values-based, collaborative partnerships. We’re investing in advanced technologies, expanding our service offerings, and building out a team that’s not only skilled but deeply aligned with our mission. There’s also a tremendous appetite among clients for fresh thinking in finance, and we’re here to meet that demand. The opportunity to reshape how people experience wealth management—making it more inclusive, ethical, and transparent—is a challenge I embrace every day.” Bart Kendall Concluded
Connect with Bart Kendall on LinkedIn
Visit NEBA Private Clients to learn more about it
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