Taquanta Asset Managers

What Taquanta Asset Managers does

Taquanta Asset Managers (Pty) Ltd is a South African fixed-income and cash management specialist headquartered in Cape Town and operating under Taquanta Investment Holdings Proprietary Limited. The firm traces its operating history to a 1997 merger between Syfrets, UAL Merchant Bank, Nedbank and Investment Bank, was restructured in 2003, and became independent of the Nedbank Group in 2007 following a BEE buyout. It is the largest independent black-owned investment manager in South Africa and a B-BBEE Level 1 contributor, with oversight from the FAIS Act (Category I, II and IIA licences, licence number 618). The group manages R280+ billion in assets under management (down from a previously disclosed R294 billion).

Taquanta operates three product pillars: Cash Solutions (money market, corporate money market, prime money market and enhanced cash funds, AA to AAA rated, with same-day to 24-hour access), Income Solutions (stable, active, enhanced and high-yield income funds targeting JIBAR +200 to +300 bps), and Rules-Based Solutions (bond, equity and multi-asset passive and portable-alpha strategies). The core proprietary method is a Portable Alpha Strategy that combines alpha extracted from cash and credit origination with beta derived from the client's reference benchmark, supported by a robust credit process with ESG overlay and complete in-house administrative capabilities. Distribution is via a direct sales channel to institutional and corporate clients and through the Nedgroup Investments CIS range; the firm markets via LinkedIn, articles and direct client engagement rather than social-media solicitation.

Revenue is generated through recurring asset management fees on CIS and segregated mandates across the cash, income and rules-based pillars; performance fees, structured-note origination economics and ancillary advisory revenue are possible but not separately disclosed. The client base is concentrated in South African institutional investors, corporate treasuries and pension funds, with additional reach to high-net-worth individuals and family offices. Customer-segment diversity is moderate but distribution is heavily dependent on the Nedgroup CIS arrangement.

Name

Taquanta Asset Managers

Legal name

Taquanta Asset Managers (Pty) Ltd

Website

https://taquanta.co.za

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Taquanta Asset Managers is a Cape Town-based, B-BBEE Level 1 independent investment manager offering cash, income and rules-based fixed-income solutions (R280+ billion AUM) to South African institutional, corporate, pension and HNW clients via direct mandates and the Nedgroup Investments CIS range.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Fixed income funds
• Asset management services
• Money market funds
• Institutional investing
• Rules-based investing

Headquarters

HQ city

Cape Town

HQ country

South Africa

HQ region

Africa

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Generates revenue through management fees on assets under management across Cash Solutions, Income Solutions, and Rules-based Solutions product lines

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Taquanta Asset Managers is a privately held South African investment management firm managing over R280 billion in assets under management. The firm manages fixed income, cash, and rules-based unit trust funds for institutional, corporate, and retail investors under its Taquanta and Plus product suites, with portfolios including the Taquanta Enhanced Income Fund, Money Market Fund, BCI Bond Fund, and BCI Income Plus Fund.

Product overview

Taquanta Asset Managers offers a comprehensive suite of investment solutions organized across three core pillars: Cash Solutions, Income Solutions, and Rules-based Solutions. The Cash Solutions suite (including Taquanta Enhanced Cash Fund, Nedgroup Investments Money Market Fund, Corporate Money Market Fund, and Prime Money Market Fund) targets liquidity management with returns ranging from Call +100bps to Call +150bps. The Income Solutions suite (encompassing Taquanta BCI Stable Income Fund, Taquanta BCI Active Income Fund, Taquanta Enhanced Income Fund, Taquanta High Yield Fund, and Nedgroup Investments Core Income Fund) provides progressive risk-adjusted income targeting Jibar +200 to Jibar +300 bps. The Rules-based Solutions (including Taquanta BCI Bond Fund, Taquanta BCI Equity Fund, and Nedgroup Investments Core Fund range) employs a Portable Alpha Strategy combining alpha from cash and income solutions with beta from client benchmarks. The company manages R280+ billion in AUM and operates as South Africa's largest independent black-owned investment manager, having expanded through the April 2021 acquisition of Ngwedi Investment Managers.

Differentiator

Problem solved

Functional benefit

Products and services

• Taquanta Enhanced Income Fund

Quantifiable outcome

• Active Income strategy delivered 8.2% return since inception (March 2019 to February 2022), outperforming CPI +3% benchmark of 7.6%
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Ngwedi Investment Managers (NIM)coreStrategic or Co-development Partner · 13 April 2021In April 2021, Taquanta Investment Holdings acquired 100% of NIM's issued share capital from Ngwedi Capital Holdings (NCH). NIM was merged into Taquanta Asset Managers, bringing together two formidable investment teams. The Ngwedi investment team including Moneimang Pudumo-Roos, Raphael Nkomo, Farzana Bayat, and Teresa Lu joined TAM, with Raphael Nkomo assuming the role of Chief Investment Officer.

Scale indicators6 records

Recent moves10 records

Expansion highlights5 records

Broad incumbents

• Ninety One: South Africa-rooted global asset manager offering active and specialist investment strategies across equities, fixed income, and multi-asset. Comparable to Taquanta as a major SA-headquartered manager, but with materially broader geographic and product reach.
• STANLIB: Major South African asset manager (Standard Bank group) offering institutional and retail investment solutions across fixed income, equity, and multi-asset. Comparable to Taquanta in product categories but with bank-affiliated distribution advantages and far greater scale.
• Sanlam Investments: Large South African investment management business within the Sanlam group, covering fixed income, balanced, and alternative strategies. Comparable to Taquanta in institutional fixed income capabilities, though embedded within a much larger financial services group.
• Old Mutual Investment Group: Large South African asset management group offering a wide range of institutional and retail investment solutions. Comparable to Taquanta in institutional fixed income and multi-asset capabilities, but at significantly greater scale and as part of a wider financial services group.

Direct peers

• Coronation Fund Managers: South African independent asset manager offering institutional and retail funds across cash, fixed income, and multi-asset strategies. Closest comparable in scale and business model to Taquanta as a large, listed, independent SA manager focused on active management.
• Mazi Asset Management: Black-owned South African asset manager offering fixed income, money market, and multi-asset solutions. Comparable to Taquanta on transformation positioning and product focus, though materially smaller in AUM.
• Camissa Asset Management: Black-owned, independent South African asset manager offering fixed income, balanced, and equity portfolios to institutional and retail clients. Highly comparable to Taquanta on transformation credentials, product mix, and target market.
• Prescient Investment Management: Independent South African investment management group providing fixed income, balanced, and alternative strategies via multi-affiliate and segregated mandates. Comparable to Taquanta in operating model and institutional client focus.
• Allan Gray: One of South Africa's largest independent investment managers, focused on long-term active asset management for institutional, retirement, and individual investors. Comparable to Taquanta as a large, founder-influenced, independent SA manager.

Emerging players

• Truffle Asset Management: Black-owned South African asset manager offering fixed income, balanced, and equity solutions to institutional and retail clients. Comparable to Taquanta on transformation credentials and target segments, though smaller and earlier-stage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/taquanta-asset-managers
• Xx.com/assettaquanta

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Taquanta Asset Managers