The NVest way- AND OUR PATH TO PRE-EMINENCEWHO WE ARE: “OUR PEOPLE AND THEIREXPERTISE ARE OUR CROWN JEWELS”At the heart of NVest is a cohesive team of Wealth,Investment, Risk and Property specialists with a 35-year(and counting) track record of leveraging their collectiveexpertise, experience, knowledge and market insights toachieve exceptional results for our clients.WHAT WE DO: “WHERE PASSION MEETSINTELLECTUAL CAPITAL”NVest’s passion lies in exceeding client expectations byproviding market leading, Investment, Risk and Wealthenhancing products, services and solutions. Outcomesmatter. We place value in, and hold ourselves accountableagainst, results.Private Wealth Management, Stockbroking and AssetManagement are our core pillars – which are seamlesslycomplemented by tailored offerings in Short Term Insurance,Risk, Employee Benefits, Commercial Property Investmentand Services and an established Wills and Estates practice.NVest’s select range of propositions enables us to provide aholistic service to clients, customised to their individual needsand objectives.HOW WE DO IT: “THE NVEST WAY”NVest prides itself on a personal, partnering approach withclients which allows for a deep and accurate understandingof each client’s individual circumstances and needs,coupled with an enviable depth of knowledge, resourcesand specialist expertise to provide best of breed solutions.On product and service, NVest benefits from access to asuite of stand-out in-house solutions whilst also being ableto deploy the very best that the open market has to offerthrough strategic institutional relationships with blue chipplayers. We are proudly independent.The NVest and NFB brands are widely respected and admiredin the market, which is testimony to the trust that has beenearned from a broad range of clients over three decades ofresults driven performance.Say what you like - size matters and is a key differentiatorfor NVest. The Group consistently punches above its weight,being large enough to capitalise on significant scale, whilstremaining sufficiently agile to readily adapt to and embracechanging market trends.OUR AMBITIONS FOR GROWTH:“PRE-EMINENCE”NVest successfully listed on the Johannesburg Stock Exchange(Altx) in 2015 and, with that, sent a clear message to market –NVest is intent on becoming a player of national significanceon the Wealth, Asset Management and Investment stage.Since listing, NVest has acquired a notable Private WealthManagement presence in Johannesburg, which has beenbolstered by the launch of a new stockbroking branch (NVestSecurities) in the commercial capital of South Africa. Groupassets under management and administration continue togrow and now sit just shy of R30.1 billion. Our Asset Managementbusiness has beaten off all competition to three consecutiveRaging Bull Awards (2016/2017 and 2018) and topped this withback to back Morningstar Awards for Best Cautious AllocationFund (NFB Ci Cautious Fund of Funds) and for Best ModerateAllocation Fund (NFB Ci Balanced Fund of Funds) in 2018 and2019. But we are just getting started….NVest’s ambition is to become the pre-eminent WealthManagement Group in South Africa, renowned for growingthe prosperity of all our stakeholders by providing anintegrated suite of market leading investment services andsolutions through a co-ordinated national distribution footprint.HOW WE WILL ACHIEVE OUR AMBITION:“BECOMING THE PRE-EMINENT WEALTHMANAGEMENT GROUP IN SOUTH AFRICA”NVest’s ambitions are being realised by focusing steadfastlyon what we do best, supplemented by a blend of organic andacquisitive growth in a controlled and co-ordinated manner.Organic growth centres on a relentless pursuit to driveefficiencies in how we deliver niche propositions as seamlesslyas possible. Central to the organic growth agenda is theharnessing of NVest’s operating model to optimise the verticalintegration of products and services to the benefit of clients,colleagues and shareholders. The primary focus here is onthe intersecting propositions of Private Wealth Management,Stockbroking and Asset Management.Acquisitive growth is a key and complementary pillar to ourorganic growth journey. The priority lies in growing earningsby expanding our distribution network and diversifying ourequity investments in targeted markets and geographiesthrough the pursuit of selected business partners that fit ourcultural DNA, who share our national ambition and who willmaterially enhance the collective power and reach of ourexisting business model. We - unapologetically - apply adiscerning, rifle approach on acquisitive growth opportunities.This, coupled with an ingrained entrepreneurial flair that isopen to diversification opportunities to grow earnings, is ourpath to pre-eminence…26NVest Financial Holdings Limited | INTEGRATED ANNUAL REPORT 2020
02GROUPAFFAIRSNVest Financial Holdings Limited | INTEGRATED ANNUAL REPORT 2020 27
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