Future focused
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
Johan Burger
B. Comm (Mathematics) Honours
CFA Charterholder
Graeme Edwards
CFA Charterholder
B.Comm (Financial Accounting)
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.
Newsletters
Current Newsletter
Articles
Videos
The rate of change
Navigating a rapidly evolving world, we align with global trends to shape the future of investing.
Offshore
The Importance of including Offshore Investments in your portfolio.
Inflation
Understanding inflation is key to preserving wealth, managing costs, and making informed investment decisions.
Volatility
Understanding market volatility helps you navigate uncertainty and stay positioned for long-term investment success.
Forex
Diversifying into global currencies can help protect your purchasing power and maintain your standard of living. Find out how we can help you navigate currency transfers and offshore investments.
Artificial Intelligence
AI and Investment Management: a powerful tool, not a replacement.
Scams
How to stay protected against the increasing threat of digital scams in the investment environment.
2024 Market Review
Budget Speech insights from Kevin Lings
Our business partners:
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.
Contact us
Phone:
+27 (0)21 250 0480 / 1 / 2
Email:
[email protected]
Address:
Carbon House, 109 Jip de Jager, Bellville, 7530