About US

AssetBase is an independent investment management company. We construct portfolios by conducting in-depth research of asset allocations to achieve specific objectives.

We are able to achieve this at a more competitive rate than it would cost the individual investor to assemble their own portfolio from various components.

Assetbase enjoys an exclusive relationship with Netto Invest (Pty) Ltd which results in a client-centric portfolio design and review process for investors.

Meet the team

Nadine van Taak

Nadine has over 15 years’ experience in the asset management industry and started her career in financial services with Old Mutual in 2002 as the Investment Specialist for Western Cape and later Gauteng. In 2005 she joined Investec in Pretoria as the Regional Manager for the Lisp. From 2008 to 2011 she was part of the Retail Fund Manager team of Investec Asset Management in Cape Town where she did fund analysis and quantitative research. Nadine joined Trivium Capital in June 2011 as a Portfolio Manager and Investment Analyst and moved to Analytics Consulting in October 2014. Nadine has completed level two of the CFA qualification.

Dayne Vlok

Dayne completed his BCom degree at the University of Stellenbosch. He started his career at Beta Wealth Financial Services where he spent two years before joining Click2Sure. Dayne joined Analytics Consulting in August 2018 as a Portfolio Administrator and is currently an Investment Analyst. Dayne is a level 2 CFA candidate.

Bernard van Wyk

Bernard spent more than 10 years as an Institutional Investment Consultant at various consulting teams (Absa, Old Mutual and SEI). He advised large corporations and state-owned enterprises on asset allocation policies and fund selection for their respective retirement funds. Prior to joining Analytics Consulting, he spent 4 years at Stonehage Fleming where, as a Director, he was responsible for investment strategy and research for their South African ultra-high net worth client base.

Richard Sparg - CFP® CA(SA)

A Chartered Accountant by training with more than 20 years financial services investment experience.

Cameron McCallum - CFP® CA(SA)

A Chartered Accountant by training with 15 years financial services investment experience.

Gareth Leonard - CFP® CA(SA)

A Chartered Accountant by training with nearly 15 years of financial services investment experience.

Partners

Assetbase enters into strategic partnerships in order to enable it to keep costs as low as possible and to offer the best possible service to every client.

INVESTMENT SOLUTIONS

Assetbase manages four portfolios under the label of multinational financial services organisation, Prescient.

Investment Philosophy

We believe in designing well-diversified portfolios, giving investors access to appropriate asset classes that have the highest probability of achieving long-term investment goals.