Dedicated to your

financial growth,

for life.

Who we are

The Nest Egg business was founded in 2012 by like-minded investment professionals, with a strategic focus to provide bespoke investment solutions to discerning clients. The team has a diverse set of skills with more than 60 years of combined investment experience.

Nest Egg has partnered with Analytics Consulting, an investment consulting business that provides services to the top asset management firms in South Africa. This business relationship provides Nest Egg with access to sophisticated research, reporting tools, bespoke product solutions, and a robust advisory panel that will complement our investment committee and ensure conformity with regulatory standards and governance requirements.

Phillip van Taak

Advance Certificate in Tax

Masters in Financial Markets

Postgraduate Diploma in Financial Planning

Phillip’s formative years in the financial services world were at Old Mutual where he covered everything from life insurance through to specialising in offshore investment product advice. This was followed by a stint in a bank where he focused on holistic financial planning – banking services, investment advice, and fiduciary services – for ultra-high net worth clients. Since 2012, Phillip has been using his skill set to deliver a niche investment service to our clients and their family offices.

Johan Burger

B. Comm (Mathematics) Honours

CFA Charterholder

Johan’s first foray into the investment world began at a boutique asset management company in Cape Town, where he worked as an equity analyst. In 2012 he became part of the Nest Egg founding team where his mathematical background and analytical mind provided a critical skillset and unique experience.

Graeme Edwards

CFA Charterholder

B.Comm (Financial Accounting)

The allure of travelling drew Graeme to London soon after graduation. After cutting his teeth in various investment banks, he moved onto the Caribbean where he provided portfolio management services to High Net Worth Individuals (HNWIs) and trusts. After returning to SA and covering roles in asset management and banking, Graeme left corporate life in 2012 to be part of our business providing bespoke solutions to a select client base.

Our approach to
investments:

We understand that every client is unique and requires a solution best suited to their goals and needs. We work together with our clients to find the best structure for their investments.

We have expertise in both global and local investment services, utilising model portfolios, securities portfolios and unit trusts. Our investment process is aimed at providing high net worth clients with an optimal allocation between income and growth assets, based upon each client’s unique investment needs and preferences.

The profile of our client base has led us to become an offshore-centric business. As such, we comfortably navigate the universe of offshore solutions and the concomitant tax implications, distilling complex advice and procedures for our clients.

Our experience in this domain means that our clients understand what they are investing in, why we recommend they do so, and how it will be done.

When it comes to managing share portfolios, our inherent philosophy entails investing in companies that meet our quality criteria. In essence, we seek businesses that generate higher margins than their peers and are more efficient in the use of their capital. Through some inherent advantage, these companies typically exhibit stronger balance sheets than their peers and we believe these superior characteristics will, over the long term, lead to a more consistent earnings growth profile through different economic cycles and superior investment returns.

Our approach to
investments:

We understand that every client is unique and requires a solution best suited to their goals and needs. We work together with our clients to find the best structure for their investments.

We have expertise in both global and local investment services, utilising model portfolios, securities portfolios and unit trusts. Our investment process is aimed at providing high net worth clients with an optimal allocation between income and growth assets, based upon each client’s unique investment needs and preferences.

The profile of our client base has led us to become an offshore-centric business. As such, we comfortably navigate the universe of offshore solutions and the concomitant tax implications, distilling complex advice and procedures for our clients.

Our experience in this domain means that our clients understand what they are investing in, why we recommend they do so, and how it will be done.

When it comes to managing share portfolios, our inherent philosophy entails investing in companies that meet our quality criteria. In essence, we seek businesses that generate higher margins than their peers and are more efficient in the use of their capital. Through some inherent advantage, these companies typically exhibit stronger balance sheets than their peers and we believe these superior characteristics will, over the long term, lead to a more consistent earnings growth profile through different economic cycles and superior investment returns.

Our business partners:

Analytics Consulting provides industry leading local & offshore portfolio construction. They also offer a tailored investment process, local and offshore securities consulting, research and analysis, and due diligence.

Masthead Financial Planning established in 2011, is a licenced financial planning services provider With a Category 1 FSP licence. Masthead has an open architecture platform, which allows independent financial advisers to run their own businesses and render unbiased advice.

Boutique Collective Investments is a leading large independent Collective Investments Scheme service provider in South Africa. As an independent Collective Investment Schemes (CIS) manager, Boutique Collective Investments (BCI) provides own-brand and co-branded CIS portfolios to wealth managers and their boutique partners.

Skopos Trust Administrators is an owner-managed company that has been providing trust administration and corporate services in Namibia since 2006.

Contact us

Phone:
+27 (0)21 250 0480 / 1 / 2

Email:
[email protected]

Address:
Carbon House, 109 Jip de Jager, Bellville, 7530