Our Approach

Nestegg Wealth LLP recognises that no single investment house has a monopoly on investment expertise, and we do not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of funds.

This has a number of advantages:

  • It gives us the freedom to select first-class managers from the global investment market to manage our funds on behalf of our clients.
  • It enables us to change any of these managers at short notice if we have lost confidence in them, without any charges, or tax, or inconvenience to our clients.
  • It offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles.

How We Do Business

Belief in Relationships

Besides being professional, we believe in relationships. We believe in knowing our clients personally and that’s why we value them like our friends. Our commitment is not limited to professionalism alone but is bound by a deep desire to see our clients do well.

Our Expansion Model 

Good work is hard to hide or suppress. And that is why we depend on our clients for growth. We wish to grow on a referral basis. We feel that a good advisor can only prove his expertise over a longer period of time and that is why we choose to work closely with our clients to help them achieve their financial goals. When we win their loyalty, we know more shall come.